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 Calder Financial

13F Portfolio OverlapQ1 2026Calder Financial portfolio →

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Most similar hedge funds by 13F overlap

Calder Financial LLC is an institutional investor managing $106M across 43 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 Calder Financial are GEN Financial ,, Arlington, Cornerstone Financial, with shared positions in $UPST, $HUM, $HON, $KKR, $BRZE, $SNOW. The full ranking of 25 similar funds is below.

#1GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$UPST $HUM $HON

$162M

51 positions

#2Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $KKR $BRZE

$1.1B

844 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$UPST $HUM $SNOW $KKR $USB

$109M

1,311 positions

#4Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$UPST $HUM $KKR $SNOW $USB

$228M

60 positions

#5ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $MAR $HON

$153M

46 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $SNOW $BRZE $USB

$350M

95 positions

#7MAYPORT, LLCActive

Notable overlap · 5 shared positions

$UPST $BRZE $KKR $HUM $SNOW

$538M

130 positions

#8GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$UPST $BRZE $HUM $MAR

$128M

42 positions

#9Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $SNOW $MU

$181M

94 positions

#10Drum Hill Capital, LLCActive

Notable overlap · 3 shared positions

$UPST $VZ $USB

$109M

46 positions

#11MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$UPST $VZ $HSY

$295M

82 positions

#12Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$UPST $SNOW $DIA

$156M

30 positions

#13Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $VZ

$149M

51 positions

#14Wealth Dimensions Group, Ltd.Active

Notable overlap · 3 shared positions

$UPST $KKR $HUM

$508M

170 positions

#15INSIGHT 2811, INC.Active

Notable overlap · 3 shared positions

$UPST $SNOW $VZ

$239M

101 positions

#16O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 3 shared positions

$UPST $HSY $VZ

$124M

55 positions

#17SCRATCH CAPITAL LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $MU

$175M

45 positions

#18Morling Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $SNOW

$325M

108 positions

#19Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $USB $SNOW

$246M

75 positions

#20Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $SNOW $HUM

$392M

92 positions

#21AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $MAR $HSY

$445M

77 positions

#22Orgel Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $SNOW

$4.6B

95 positions

#23Warwick Investment Management, Inc.Active

Notable overlap · 4 shared positions

$UPST $BRZE $SNOW $MAR

$690M

137 positions

#24Miller Investment Management, LPSmart money

Notable overlap · 3 shared positions

$UPST $HUM $DIA

$1.0B

86 positions

#25Safir Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $SNOW

$138M

19 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.