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 CHRISTINE MESSMER PC

13F Portfolio OverlapQ1 2026CHRISTINE MESSMER PC portfolio →

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Most similar hedge funds by 13F overlap

CHRISTINE MESSMER PC is an institutional investor managing $156M across 80 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 CHRISTINE MESSMER PC are ACCESS FINANCIAL SERVICES,, Sage Financial Group,, Schiavi &, with shared positions in $SNOW, $DDOG, $LMT, $APD, $KKR, $AMGN. The full ranking of 25 similar funds is below.

#1ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 6 shared positions

$SNOW $DDOG $LMT $APD $KKR $AMGN

$282M

95 positions

#2Sage Financial Management Group, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $COP $KKR $UNIT

$325M

57 positions

#3Schiavi & Co LLCSmart money

Substantial overlap · 4 shared positions

$SNOW $DDOG $KKR $OKE

$337M

50 positions

#4Passive Capital Management, LLC.Active

Substantial overlap · 5 shared positions

$SNOW $DDOG $MAR $KKR $UNIT

$335M

104 positions

#5Gordian Advisors LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $COP $BRZE $AMGN $LMT

$150M

55 positions

#6KRM WEALTH MANAGEMENT L.L.C.Smart money

Substantial overlap · 5 shared positions

$SNOW $DDOG $KKR $MAR $MDT

$192M

43 positions

#7Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$SNOW $VZ $APD $NEE $BRZE

$224M

71 positions

#8Kropog Financial Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $MAR $HUM

$123M

33 positions

#9Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $UNIT $BRZE $NEE

$1.4B

58 positions

#10Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $KKR $DDOG $HUM

$493M

58 positions

#11BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 6 shared positions

$SNOW $KKR $OKE $DDOG $VZ $HUM

$208M

47 positions

#12Family Investment Center, Inc.Active

Notable overlap · 5 shared positions

$SNOW $BRZE $HUM $UNIT $COP

$520M

91 positions

#13SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $DDOG $GD $LMT

$261M

424 positions

#14BetterWealth, LLCSmart money

Notable overlap · 5 shared positions

$SNOW $NEE $BRZE $HUM $AMGN

$510M

85 positions

#15BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $COP $GD

$507M

78 positions

#16Heritage Financial Services, LLC

Notable overlap · 4 shared positions

$SNOW $DDOG $NEE $HUM

$1.2B

126 positions

#17Clear Retirement Advice LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $UNIT $MAR

$127M

54 positions

#18True Link Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $LMT $MAR

$1.6B

418 positions

#19MFA WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $CEG $LMT $MAR $OKE

$508M

88 positions

#20Mustard Seed Financial, LLCPassive

Notable overlap · 7 shared positions

$SNOW $COP $DDOG $UNIT $BRZE $KKR

$167M

92 positions

#21FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $NEE $HUM

$150M

38 positions

#22HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $COP $BRZE

$187M

72 positions

#23Cranbrook Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $UNIT $DDOG $HUM

$492M

385 positions

#24VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 6 shared positions

$SNOW $GSK $UPS $VZ $BMY $OKE

$193M

58 positions

#25Armor Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MAR

$278M

160 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.