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 Strive Financial Group ,

13F Portfolio OverlapQ1 2026Strive Financial Group , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Strive Financial Group ,LLC is an institutional investor managing $189M across 755 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 Strive Financial Group , are Hardworking Advisors,, AdvisorShares Investments, Local Pensions Partnership Investment Ltd, with shared positions in $AMGN, $ICE, $ROL, $AZO, $TSCO, $MSCI. The full ranking of 25 similar funds is below.

#1Hardworking Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AMGN $ICE $ROL $AZO $TSCO $MSCI

$107M

83 positions

#2AdvisorShares Investments LLCPassive

Notable overlap · 7 shared positions

$CASY $ICE $COR $ROL $TMO $ADBE

$549M

280 positions

#3Local Pensions Partnership Investment LtdActive

Some overlap · 7 shared positions

$AZO $TMO $MSCI $INTU $ADP $JKHY

$4.6B

32 positions

#4Dash Acquisitions Inc.Active

Some overlap · 6 shared positions

$ICE $TMO $ADBE $MSCI $ADP $INTU

$480M

68 positions

#5United Super Pty Ltd in its capacity as Trustee for the ConsActive

Some overlap · 6 shared positions

$TMO $AZO $ADBE $MSCI $CCZ $ICE

$5.3B

185 positions

#6Nutshell Asset Management LtdActive

Some overlap · 7 shared positions

$ROL $ADBE $MSCI $INTU $ADP $AZO

$184M

35 positions

#7Vontobel Holding Ltd.Passive

Some overlap · 5 shared positions

$CASY $AZO $ICE $TMO $INTU

$29.1B

1,188 positions

#8JGP Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AMGN $TSCO $ICE $ADP $INTU $JKHY

$961M

223 positions

#9R.H. Dinel Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$AMGN $TMO $ADBE $CCZ $ADP

$124M

40 positions

#10HFR Wealth Management, LLCActive

Some overlap · 5 shared positions

$AMGN $ROL $TSCO $INTU $ADP

$407M

49 positions

#11Kesler, Norman & Wride, LLCPassive

Some overlap · 4 shared positions

$AMGN $COR $ICE $JKHY

$581M

245 positions

#12COMPASS CAPITAL MANAGEMENT, INCActive

Some overlap · 5 shared positions

$ICE $TMO $CHD $CHKP $ADP

$1.7B

87 positions

#13Tandem Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$ICE $CHD $JKHY $INTU $ADP $ADBE

$2.0B

83 positions

#14Sone Capital Management, LLCPassive

Some overlap · 5 shared positions

$ICE $TMO $MTD $INTU $ADP

$1.2B

101 positions

#15Retail Employees Superannuation Pty Ltd as trustee for RetaiActive

Some overlap · 5 shared positions

$ICE $TMO $MSCI $INTU $ROL

$672M

27 positions

#16ROFFMAN MILLER ASSOCIATES INC /PA/Active

Some overlap · 5 shared positions

$ICE $TMO $CHD $ADP $MKC

$1.7B

86 positions

#17ICW Investment Advisors LLCPassive

Some overlap · 4 shared positions

$CASY $COR $AMGN $ADP

$277M

147 positions

#18EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 4 shared positions

$COR $AMGN $TMO $CHD

$201M

140 positions

#19JLB & ASSOCIATES INCPassive

Some overlap · 4 shared positions

$CASY $AMGN $ROL $CPRT

$696M

70 positions

#20BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ICE $TMO $INTU $CPRT $MKC

$506M

75 positions

#21EULAV Asset ManagementActive

Some overlap · 4 shared positions

$CASY $AZO $MSCI $ICE

$3.1B

133 positions

#22Mount Lucas Management LPPassive

Some overlap · 5 shared positions

$COR $ADBE $GL $MNST $ROL

$271M

165 positions

#23BUCKHEAD CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$CASY $AZO $ROL $CPRT

$265M

148 positions

#24Elk River Wealth Management, LLCActive

Some overlap · 5 shared positions

$ICE $MNST $TMO $INTU $CHD

$602M

99 positions

#25INVESCO, LLCPassive

Some overlap · 4 shared positions

$MNST $AMGN $TMO $ICE

$286M

132 positions

Compare Strive Financial Group ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Strive Financial Group ,’s holdings

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.