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 OPTIMA

13F Portfolio OverlapQ1 2026OPTIMA portfolio →

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Most similar hedge funds by 13F overlap

OPTIMA CAPITAL LLC is an institutional investor managing $215M across 159 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 OPTIMA are Systelligence,, Avant, Etesian Wealth Advisors,, with shared positions in $WT, $SNOW, $DOV, $HUM, $UNIT, $PLTR. The full ranking of 25 similar funds is below.

#1Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $DOV

$514M

56 positions

#2Avant Capital LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $UNIT $PLTR

$142M

76 positions

#3Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $SNOW $DOV $MCD

$313M

138 positions

#4truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $UNIT $PLTR

$97M

49 positions

#5Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $HUM $UNIT $MCD $PLTR

$365M

111 positions

#6Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$1.2B

521 positions

#7ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $KO

$524M

258 positions

#8Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $SNOW $AMD

$132M

378 positions

#9Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $UNIT $DJP

$293M

107 positions

#10Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $SNOW $UNIT $MCD

$188M

174 positions

#11INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $ET $AMD

$252M

89 positions

#12AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $UNIT $KO

$206M

97 positions

#13Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $SNOW

$3.2B

481 positions

#14BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $DOV $UNIT $KO

$2.5B

453 positions

#15CLG LLCActive

Notable overlap · 3 shared positions

$WT $AAAU $DOV

$403M

134 positions

#16TopTier Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $HUM $ET

$163M

795 positions

#17Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $KO $DOV

$90M

65 positions

#18Spinnaker Investment Group, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $UNIT $SNOW $KO

$491M

147 positions

#19Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $PLTR $AMD

$126M

67 positions

#20SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $UNIT $AMD

$139M

37 positions

#21Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $KO

$168M

176 positions

#22Quattro Advisors LLCActive

Notable overlap · 5 shared positions

$WT $PLTR $KO $MCD $AMD

$115M

51 positions

#23Bonfire FinancialActive

Notable overlap · 4 shared positions

$WT $BITB $UNIT $PLTR

$133M

57 positions

#24Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $HUM $ET

$672M

139 positions

#25BCM ADVISORS, LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $AMD $KO

$507M

78 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.