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 SIGNAL TREE FINANCIAL PARTNERS

13F Portfolio OverlapQ2 2026SIGNAL TREE FINANCIAL PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

SIGNAL TREE FINANCIAL PARTNERS LLC is an institutional investor managing $151M across 53 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SIGNAL TREE FINANCIAL PARTNERS are TSG Advice Partners, Hummer Financial Advisory Services, Diversified Portfolios, with shared positions in $MDY, $DOV, $ABT, $ADP, $CHD. The full ranking of 25 similar funds is below.

#1TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$MDY $DOV $ABT

$667M

135 positions

#2Hummer Financial Advisory Services IncActive

Notable overlap · 3 shared positions

$MDY $ADP $ABT

$152M

129 positions

#3Diversified Portfolios, Inc.Active

Some overlap · 3 shared positions

$MDY $DOV $ABT

$1.4B

201 positions

#4Junk Investment Group, LLCActive

Some overlap · 3 shared positions

$MDY $DOV $ADP

$226M

97 positions

#5WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Some overlap · 4 shared positions

$DOV $ABT $ADP $CHD

$2.1B

131 positions

#6Asset Management Group, Inc.Passive

Some overlap · 3 shared positions

$MDY $DOV $ABT

$683M

137 positions

#7Sageworth Trust CoActive

Some overlap · 3 shared positions

$MDY $DOV $ABT

$2.5B

127 positions

#8WealthSpring Partners, LLCActive

Some overlap · 3 shared positions

$MDY $DOV $CHD

$116M

71 positions

#9Henshaw Capital LLCActive

Some overlap · 3 shared positions

$MDY $DOV $ADP

$3.1B

160 positions

#10Vanguard National Trust CoSmart money

Some overlap · 4 shared positions

$DOV $MDY $ADP $ABT

$1.8B

787 positions

#11DAVIDSON TRUST COPassive

Some overlap · 3 shared positions

$MDY $ABT $ADP

$256M

190 positions

#12MATHER GROUP, LLC.Active

Some overlap · 3 shared positions

$DOV $ABT $ADP

$11.5B

1,903 positions

#13SECURITY NATIONAL BANK OF SO DAK

Some overlap · 3 shared positions

$DOV $ABT $ADP

$207M

119 positions

#14Triton Financial Group IncPassive

Some overlap · 3 shared positions

$DOV $ABT $CHD

$174M

99 positions

#15OKABENA INVESTMENT SERVICES INCPassive

Some overlap · 3 shared positions

$DOV $ABT $ADP

$560M

145 positions

#16MAYPORT, LLCSmart money

Some overlap · 3 shared positions

$DOV $MDY $ABT

$645M

134 positions

#17Asset Advisors Investment Management, LLCActive

Some overlap · 3 shared positions

$DOV $CHD $ABT

$1.1B

102 positions

#18WENDELL DAVID ASSOCIATES INCActive

Slight overlap · 3 shared positions

$ABT $ADP $CHD

$947M

155 positions

#19Silver Lake Advisory, LLCPassive

Slight overlap · 3 shared positions

$ABT $ADP $CHD

$280M

109 positions

#20LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive

Slight overlap · 3 shared positions

$ABT $ADP $CHD

$10.3B

565 positions

#21Bath Savings Trust CoActive

Slight overlap · 3 shared positions

$ABT $ADP $CHD

$965M

177 positions

#22S&CO INCPassive

Slight overlap · 3 shared positions

$ABT $ADP $CHD

$1.7B

222 positions

#23Sequent Asset Management, LLCActive

Slight overlap · 3 shared positions

$MDY $ABT $CHD

$237M

89 positions

#24American National Bank of TexasActive

Slight overlap · 3 shared positions

$DOV $MDY $ABT

$110M

56 positions

#25CINCINNATI FINANCIAL CORPActive

Slight overlap · 3 shared positions

$DOV $ADP $ABT

$5.2B

56 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.