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 Finhabits Advisors

13F Portfolio OverlapQ1 2026Finhabits Advisors portfolio →

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Most similar hedge funds by 13F overlap

Finhabits Advisors LLC is an institutional investor managing $108M across 15 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 Finhabits Advisors are Employees' Retirement Fund of the City of Fort Worth, Bear Mountain ,, Mustard Seed Financial,, with shared positions in $COP, $VLTO, $SCHW, $DDOG, $SGOL. The full ranking of 25 similar funds is below.

#1Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$230M

21 positions

#2Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $SCHW $DDOG

$333M

198 positions

#3Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$167M

92 positions

#4AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$445M

77 positions

#5CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $DDOG

$363M

102 positions

#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$VLTO $DDOG $COP $SCHW

$350M

95 positions

#7Rialto Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$COP $VLTO $SCHW $DDOG

$445M

1,730 positions

#8Goodman Financial CorpPassive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$582M

77 positions

#9Compass Advisory Group LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$374M

86 positions

#10VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$335M

505 positions

#11PROFFITT & GOODSON INCActive

Notable overlap · 4 shared positions

$COP $VLTO $SCHW $DDOG

$649M

283 positions

#12Rockbridge Investment Management, LCCSmart money

Notable overlap · 4 shared positions

$COP $VLTO $DDOG $SCHW

$1.1B

137 positions

#13Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$420M

120 positions

#14Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$COP $SCHW $DDOG

$480M

160 positions

#15Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$COP $DDOG $SGOL

$478M

42 positions

#16Lutz Financial Services LLCActive

Notable overlap · 4 shared positions

$COP $DDOG $VLTO $SCHW

$1.5B

100 positions

#17MATHER GROUP, LLC.Active

Notable overlap · 3 shared positions

$VLTO $COP $DDOG

$10.0B

1,896 positions

#18Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$VLTO $COP $DDOG

$109M

1,311 positions

#19Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $SCHW $DDOG $VLTO

$279M

141 positions

#20Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$COP $VLTO $SCHW

$392M

92 positions

#21BlueSky Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $SCHW $VLTO

$777M

115 positions

#22Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$578M

118 positions

#23Financial Plan, Inc.Active

Notable overlap · 3 shared positions

$COP $DDOG $VLTO

$933M

94 positions

#24GOULD ASSET MANAGEMENT LLC /CA/Active

Notable overlap · 3 shared positions

$COP $SCHW $VLTO

$576M

171 positions

#25Integrity Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$184M

74 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.