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 Ares Financial Consulting,

13F Portfolio OverlapQ1 2026Ares Financial Consulting, portfolio →

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Most similar hedge funds by 13F overlap

Ares Financial Consulting, LLC is an institutional investor managing $139M across 1,132 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 Ares Financial Consulting, are Kane Wealth ,, Value Investment Professionals,, McGrath & Associates,, with shared positions in $WT, $NSC, $NKE, $BRZE, $MCD, $MO. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $NSC $NKE

$119M

51 positions

#2Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $BRZE $MCD $MO

$89M

81 positions

#3McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $BRZE $NKE

$68M

41 positions

#4SYM FINANCIAL CorpActive

Notable overlap · 4 shared positions

$WT $BRZE $SE $NSC

$1.0B

415 positions

#5RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $T

$247M

57 positions

#6Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $SE

$491M

137 positions

#7SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $PFE $MCD

$300M

88 positions

#8Vantage Point Financial LLCPassive

Notable overlap · 6 shared positions

$WT $GLDM $NKE $PFE $MCD $SE

$285M

176 positions

#9Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $UPST

$68M

27 positions

#10Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $GLDM

$150M

134 positions

#11SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$WT $BRZE $NKE $NSC $AMD

$139M

37 positions

#12M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $AMD

$119M

55 positions

#13Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$WT $NSC $GLDM

$153M

344 positions

#14Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $UPST $SE

$154M

66 positions

#15Axis Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $BRZE $MCD $MO $T

$188M

174 positions

#16BlackDiamond Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $GLDM $MCD $AMD

$208M

203 positions

#17Freedom Investment Management, Inc.Active

Notable overlap · 4 shared positions

$WT $NKE $BRZE $GLDM

$337M

106 positions

#18Ankerstar Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $NKE

$95M

955 positions

#19IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $NOC $AMD

$446M

95 positions

#20CPWA, LLCPassive

Notable overlap · 4 shared positions

$WT $NKE $MCD $AMD

$84M

90 positions

#21Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $UPST $AMD $UPS

$126M

67 positions

#22Goldenstone Wealth Management LLCActive

Notable overlap · 4 shared positions

$WT $NKE $AMD $ASML

$137M

89 positions

#23Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $BRZE $MCD $UPST

$365M

111 positions

#24BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $SE

$2.5B

453 positions

#25UPTICK PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $PFE

$502M

293 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.