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 North Berkeley Wealth ,

13F Portfolio OverlapQ1 2026North Berkeley Wealth , portfolio →

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Most similar hedge funds by 13F overlap

North Berkeley Wealth Management, LLC is an institutional investor managing $189M across 73 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 North Berkeley Wealth , are TRUE BLUE FINANCIAL,, LongView Asset, Allodium Investment Consultants,, with shared positions in $NU, $MUFG, $NOW, $MS, $ABT, $SCHW. The full ranking of 25 similar funds is below.

#1TRUE BLUE FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$NU $MUFG $NOW

$127M

52 positions

#2LongView Asset Management LLC

Notable overlap · 3 shared positions

$NU $MS $ABT

$143M

51 positions

#3Allodium Investment Consultants, LLCActive

Notable overlap · 3 shared positions

$NU $SCHW $IAU

$209M

52 positions

#4Impact Investors, IncPassive

Notable overlap · 4 shared positions

$IAU $MUFG $AMAT $NOW

$144M

106 positions

#5Milestones Administradora de Recursos Ltda.Active

Notable overlap · 3 shared positions

$NU $NOW $GE

$383M

17 positions

#6Unison Asset Management LLCActive

Notable overlap · 3 shared positions

$NU $WFC $AXP

$219M

32 positions

#7a16z Perennial Management, L.P.Smart money

Notable overlap · 3 shared positions

$NU $AXP $GE

$1.2B

152 positions

#8Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $MS $STX $IBM

$287M

188 positions

#9BCU Wealth Advisors, LLCSmart money

Notable overlap · 5 shared positions

$IAU $MS $GE $GEV $ABT

$268M

60 positions

#10Rachor Investment Advisory Services, LLCActive

Notable overlap · 5 shared positions

$IAU $SSD $GE $GEV $AXP

$190M

464 positions

#11CAPE ANN SAVINGS BANKPassive

Notable overlap · 4 shared positions

$IAU $AMAT $MS $IBM

$199M

121 positions

#12Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$IAU $SCHW $NOW $IBM $AXP

$589M

138 positions

#13Palestra Capital Management LLCActive

Some overlap · 3 shared positions

$NU $AMAT $STX

$2.6B

23 positions

#14Biltmore Family Office, LLCActive

Some overlap · 4 shared positions

$IAU $SCHW $ABT $PNC

$716M

325 positions

#15Johnson Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$IAU $SCHW $WFC

$207M

49 positions

#16Sterling Financial Planning, Inc.Active

Some overlap · 3 shared positions

$IAU $SCHW $ABT

$337M

117 positions

#17CURIO WEALTH, LLCActive

Some overlap · 3 shared positions

$IAU $SCHW $IBM

$293M

1,255 positions

#18RAM Investment Partners, LLCActive

Some overlap · 5 shared positions

$IAU $NOW $AMAT $WFC $ABT

$569M

121 positions

#19Kure Advisory, LLCActive

Some overlap · 3 shared positions

$IAU $SCHW $WFC

$184M

56 positions

#20PINNEY & SCOFIELD, INC.Active

Some overlap · 5 shared positions

$IAU $SCHW $GE $GEV $IBM

$185M

243 positions

#21CADINHA & CO LLCActive

Some overlap · 4 shared positions

$IAU $GE $WFC $GEV

$537M

103 positions

#22VCI Wealth Management LLCPassive

Some overlap · 3 shared positions

$IAU $MS $ABT

$361M

123 positions

#23Chemistry Wealth Management LLCPassive

Some overlap · 4 shared positions

$IAU $SCHW $WFC $AXP

$569M

204 positions

#24ANDERSON HOAGLAND & COPassive

Some overlap · 4 shared positions

$IAU $GE $GEV $IBM

$1.2B

136 positions

#25Burk Holdings LLCPassive

Some overlap · 3 shared positions

$IAU $SCHW $IBM

$233M

676 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.