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 Cassilly Financial Group

13F Portfolio OverlapQ1 2026Cassilly Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Cassilly Financial Group LLC is an institutional investor managing $138M across 75 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 Cassilly Financial Group are Chatterton & Associates, Beacon Bridge Wealth Partners,, 3EDGE Asset ,, with shared positions in $GLDM, $NOC, $SE, $MDLZ, $DHR, $BRZE. The full ranking of 25 similar funds is below.

#1Chatterton & Associates Inc.Passive

Some overlap · 4 shared positions

$GLDM $NOC $SE $MDLZ

$143M

97 positions

#2Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$GLDM $SE $DHR $BRZE $MDLZ

$299M

101 positions

#33EDGE Asset Management, LPSmart money

Some overlap · 4 shared positions

$GLDM $SE $AMN $BRZE

$2.1B

91 positions

#4Capital Planning Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $SE $AMN

$692M

146 positions

#5OVERSEA-CHINESE BANKING Corp LtdPassive

Some overlap · 3 shared positions

$GLDM $SE $VLTO

$3.7B

337 positions

#6Integrity Wealth Solutions LLCPassive

Slight overlap · 5 shared positions

$GLDM $AMN $DHR $SE $BRZE

$255M

130 positions

#7COLLECTIVE FAMILY OFFICE LLCPassive

Slight overlap · 4 shared positions

$GLDM $DHR $AMN $BRZE

$489M

161 positions

#8Roan Capital PartnersPassive

Slight overlap · 3 shared positions

$GLDM $SE $DHR

$108M

77 positions

#94WEALTH ADVISORS, INC.Passive

Slight overlap · 3 shared positions

$SE $GLDM $DHR

$117M

142 positions

#10Strategic Blueprint, LLCPassive

Slight overlap · 4 shared positions

$SE $DHR $AMN $VLTO

$1.7B

639 positions

#11Asempa Wealth AdvisorsPassive

Slight overlap · 4 shared positions

$SE $DHR $GLDM $MDLZ

$115M

115 positions

#12Daviman Financial, LLCPassive

Slight overlap · 3 shared positions

$SE $GLDM $BRZE

$169M

84 positions

#13Bank of MarinPassive

Slight overlap · 3 shared positions

$SE $DHR $GLDM

$137M

135 positions

#14Merkkuri Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$GLDM $SE $AMN

$151M

399 positions

#15TrueNorth, Inc.Passive

Slight overlap · 4 shared positions

$SE $DHR $AMN $BRZE

$1.0B

1,033 positions

#16Ares Financial Consulting, LLCPassive

Slight overlap · 4 shared positions

$NOC $GLDM $SE $BRZE

$127M

1,066 positions

#17Quantum Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$GLDM $AMN $VLTO $MDLZ

$891M

231 positions

#18Storen Legacy Partners, LLCPassive

Slight overlap · 4 shared positions

$SE $DHR $MDLZ $VLTO

$319M

102 positions

#19Detalus Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $SE $MDLZ

$438M

186 positions

#20Arrowroot Family Office, LLCPassive

Slight overlap · 3 shared positions

$SE $DHR $VLTO

$275M

140 positions

#21Quent Long Short Global Small Cap Fund, LP

Slight overlap · 3 shared positions

$GLDM $SE $AMN

$1.2B

299 positions

#22Prosperity Planning, Inc.Active

Slight overlap · 4 shared positions

$SE $AMN $VLTO $BRZE

$395M

110 positions

#23Squire Investment Management Company, LLCActive

Slight overlap · 3 shared positions

$SE $DHR $AMN

$360M

76 positions

#24CURTIS WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$SE $GLDM $MDLZ

$107M

50 positions

#25PENOBSCOT WEALTH MANAGEMENTActive

Slight overlap · 3 shared positions

$GLDM $DHR $BRZE

$338M

107 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.