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 Seek First

13F Portfolio OverlapQ1 2026Seek First portfolio →

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Most similar hedge funds by 13F overlap

Seek First Inc. is an institutional investor managing $142M across 58 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 Seek First are Grove Street Fiduciary,, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Family CFO, with shared positions in $UNIT, $WT, $SNOW, $HUM, $KKR, $VLTO. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Notable overlap · 4 shared positions

$UNIT $WT $SNOW $HUM

$227M

74 positions

#2Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 4 shared positions

$UNIT $KKR $SNOW $HUM

$111M

63 positions

#3Family CFO IncActive

Notable overlap · 4 shared positions

$UNIT $VLTO $HUM $GLDM

$223M

41 positions

#4Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $KKR $GLDM $HUM

$127M

57 positions

#5Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$UNIT $VLTO $KKR $HUM

$230M

21 positions

#6Discipline Wealth Solutions, LLCActive

Notable overlap · 4 shared positions

$UNIT $WT $SNOW $HUM

$950M

192 positions

#7Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$UNIT $VLTO $SNOW $GLDM $HUM $GILD

$163M

67 positions

#8Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $LRCX $GILD $AMAT

$313M

119 positions

#9FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$UNIT $KKR $HUM

$176M

104 positions

#10Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $WT $SNOW

$422M

98 positions

#11SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$UNIT $KKR $HUM

$272M

554 positions

#12TME FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$UNIT $KKR $SNOW

$144M

65 positions

#13INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$UNIT $KKR $GLDM $WT $HUM

$803M

181 positions

#14Asset Management Group, Inc.Passive

Notable overlap · 3 shared positions

$UNIT $SNOW $HUM

$619M

138 positions

#15Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $WT

$1.4B

58 positions

#16MATHER GROUP, LLC.Active

Notable overlap · 4 shared positions

$VLTO $UNIT $SNOW $WT

$10.0B

1,896 positions

#17FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$UNIT $WT $SNOW

$293M

105 positions

#18Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$UNIT $WT $KKR $HUM

$365M

111 positions

#19Veery Capital, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $ISRG $GILD

$326M

96 positions

#20ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$UNIT $WT $HUM

$3.5B

338 positions

#21Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$VLTO $KKR $SNOW $HUM $UNIT

$109M

1,311 positions

#22Graetz Wealth LLCPassive

Notable overlap · 6 shared positions

$VLTO $SNOW $GLDM $UNIT $HUM $AMAT

$112M

80 positions

#23Grey Fox Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $HUM

$518M

140 positions

#24Arbor Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$UNIT $HUM $KKR $SNOW $SNDK

$143M

56 positions

#25Meramec Financial Planners, LLCPassive

Notable overlap · 4 shared positions

$UNIT $WT $SNOW $HUM

$252M

520 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.