How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Thoma

13F Portfolio OverlapQ1 2026Thoma portfolio →

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Most similar hedge funds by 13F overlap

Thoma Capital Management LLC is an institutional investor managing $188M across 53 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Thoma are Greystone Financial Group,, ACCESS FINANCIAL SERVICES,, Enclave Advisors, with shared positions in $SNOW, $IBM, $KO, $HON, $AMGN, $PLTR. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNOW $IBM $KO $HON $AMGN

$353M

78 positions

#2ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 4 shared positions

$SNOW $IBM $KO $AMGN

$282M

95 positions

#3Enclave Advisors LLCActive

Some overlap · 4 shared positions

$SNOW $KO $PLTR $LNG

$729M

132 positions

#4Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $IBM $KO $HON $AMGN

$272M

95 positions

#5Andrews Advisory Associates, LLCActive

Some overlap · 3 shared positions

$SNOW $TROW $DIS

$190M

82 positions

#6MFA WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$SNOW $KO $BA

$508M

88 positions

#7Ethos Capital Management, Inc.Active

Some overlap · 3 shared positions

$SNOW $HON $PLTR

$117M

56 positions

#8Equity Wealth Partners, LLCActive

Some overlap · 3 shared positions

$SNOW $HON $PLTR

$155M

76 positions

#9Sagace Wealth Management LLCPassive

Some overlap · 4 shared positions

$SNOW $DLR $IBM $ETN

$149M

70 positions

#10Blackhawk Capital Partners, LLCPassive

Some overlap · 3 shared positions

$SNOW $TROW $BA

$273M

141 positions

#11Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 3 shared positions

$SNOW $ETN $DIS

$224M

71 positions

#12Armor Investment Advisors, LLCActive

Some overlap · 3 shared positions

$SNOW $DVN $DLR

$278M

160 positions

#13MBA Advisors LLCPassive

Some overlap · 3 shared positions

$SNOW $IBM $AMGN

$260M

146 positions

#14Carl P. Sherr & Co., LLCPassive

Some overlap · 4 shared positions

$SNOW $IBM $AMGN $HON

$213M

124 positions

#15Heritage Financial Services, LLC

Some overlap · 3 shared positions

$SNOW $IBM $KO

$1.2B

126 positions

#16NavPoint Financial, Inc.Active

Some overlap · 4 shared positions

$SNOW $PLTR $KO $IBM

$247M

71 positions

#17Valpey Financial Services, LLCPassive

Some overlap · 3 shared positions

$SNOW $IBM $HON

$154M

75 positions

#18BWM Planning, LLCActive

Some overlap · 3 shared positions

$SNOW $CTRA $ETN

$379M

87 positions

#19O'ROURKE & COMPANY, IncPassive

Some overlap · 4 shared positions

$SNOW $IBM $KO $DLR

$253M

171 positions

#20IFC & Insurance Marketing, Inc.Active

Some overlap · 3 shared positions

$SNOW $BA $PLTR

$96M

72 positions

#21Cannon Financial Strategists, Inc.Active

Some overlap · 3 shared positions

$SNOW $KO $AMGN

$761M

109 positions

#22Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$SNOW $IBM $AMGN

$227M

74 positions

#23Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $PLTR $DIS

$136M

108 positions

#24Keystone Financial Services, LLCActive

Some overlap · 3 shared positions

$SNOW $DIS $MRVL

$149M

58 positions

#25Jeter Robert S IIActive

Some overlap · 3 shared positions

$SNOW $AMGN $PLTR

$100M

43 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.