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 Seneca Financial Advisors

13F Portfolio OverlapQ1 2026Seneca Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Seneca Financial Advisors LLC is an institutional investor managing $341M across 64 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 Seneca Financial Advisors are Juno Financial Group, Reality Financial Planning Services,, McCarthy Asset ,, with shared positions in $HUM, $BRZE, $KKR, $SE, $SNOW, $DDOG. The full ranking of 25 similar funds is below.

#1Juno Financial Group LLCActive

Substantial overlap · 4 shared positions

$HUM $BRZE $KKR $SE

$255M

70 positions

#2Reality Financial Planning Services, LLCSmart money

Substantial overlap · 4 shared positions

$HUM $KKR $BRZE $SNOW

$104M

20 positions

#3McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$HUM $BRZE $SNOW

$192M

27 positions

#4Ariston Services GroupActive

Substantial overlap · 4 shared positions

$HUM $KKR $DDOG $SNOW

$167M

71 positions

#5Family CFO IncActive

Substantial overlap · 4 shared positions

$HUM $BRZE $VLTO $USB

$223M

41 positions

#6Buska Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $USB

$249M

74 positions

#7Mallini Complete Financial Planning LLCSmart money

Substantial overlap · 4 shared positions

$BRZE $DDOG $KKR $HUM

$126M

61 positions

#8SWAN Capital LLCActive

Substantial overlap · 4 shared positions

$HUM $KKR $USB $MCD

$272M

554 positions

#9CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 5 shared positions

$HUM $DDOG $SNOW $BRZE $AMGN

$121M

54 positions

#10Granite FO LLCSmart money

Substantial overlap · 3 shared positions

$HUM $KKR $DIA

$169M

170 positions

#11Luminvest Wealth Management LLCSmart money

Substantial overlap · 5 shared positions

$BRZE $DDOG $USB $KKR $HUM

$382M

55 positions

#12Western Pacific Wealth Management, LPActive

Substantial overlap · 3 shared positions

$HUM $KKR $BRZE

$98M

197 positions

#13Sherman Wealth Management LLCActive

Substantial overlap · 3 shared positions

$HUM $KKR $DIA

$116M

80 positions

#14White Lighthouse Investment Management Inc.Active

Substantial overlap · 6 shared positions

$BRZE $KKR $HUM $USB $SNOW $DDOG

$721M

145 positions

#15Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $USB $HUM

$678M

294 positions

#16Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $SNOW

$3.0B

455 positions

#17Gleason Group, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $DDOG $KKR $HUM $MCD

$1.0B

229 positions

#18360 Financial, Inc.Smart money

Notable overlap · 4 shared positions

$HUM $KKR $SNOW $AMGN

$332M

80 positions

#19Provenance Wealth Advisors, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $HUM $PAYX $KKR

$945M

412 positions

#20FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $KKR $USB $SE

$133M

121 positions

#21Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$HUM $USB $BRZE $AMGN

$333M

88 positions

#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$HUM $DDOG $VLTO $USB $SNOW $BRZE

$350M

95 positions

#23ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $SE

$3.5B

338 positions

#24Hubbell Strickland Wealth Management, LLCSmart money

Notable overlap · 5 shared positions

$HUM $KKR $BRZE $DIA $MCD

$251M

83 positions

#25Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$KKR $HUM $VLTO

$230M

21 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.