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 Pacific Park Financial,

13F Portfolio OverlapQ1 2026Pacific Park Financial, portfolio →

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Most similar hedge funds by 13F overlap

Pacific Park Financial, Inc. is an institutional investor managing $153M across 73 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 Pacific Park Financial, are Vernal Point Advisors,, Orcam Financial Group, Intelligent Financial Strategies, with shared positions in $DOV, $IAU, $BRZE, $UPST, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1Vernal Point Advisors, LLCSmart money

Substantial overlap · 4 shared positions

$DOV $IAU $BRZE $UPST

$246M

21 positions

#2Orcam Financial GroupSmart money

Notable overlap · 7 shared positions

$DOV $BRZE $UPST $IAU $COP $DDOG

$141M

62 positions

#3Intelligent Financial StrategiesSmart money

Notable overlap · 3 shared positions

$DOV $BRZE $COP

$192M

62 positions

#4Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DOV $IAU $DHR $MS

$90M

65 positions

#5Compass Advisory Group LLCActive

Notable overlap · 5 shared positions

$DOV $COP $DDOG $SNOW $MAR

$374M

86 positions

#6Long Island Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$DOV $COP $DDOG $SNOW $MAR

$216M

89 positions

#7CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 6 shared positions

$DOV $UPST $IAU $BRZE $DDOG $DHR

$6.3B

64 positions

#8RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $SNOW $UPST

$265M

62 positions

#9ANGELES WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$DOV $BRZE $DHR

$1.8B

524 positions

#10Alta Advisers LtdActive

Notable overlap · 3 shared positions

$DOV $UPST $MU

$276M

206 positions

#11NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$IAU $DOV $SNOW $COP

$247M

71 positions

#12Zhang Financial LLCActive

Notable overlap · 8 shared positions

$DOV $SNOW $BRZE $IAU $COP $DHR

$2.9B

367 positions

#13HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 5 shared positions

$DOV $SNOW $UNIT $COP $BRZE

$187M

72 positions

#14Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 7 shared positions

$IAU $COP $BRZE $DOV $DHR $DDOG

$578M

118 positions

#15Systelligence, LLCPassive

Notable overlap · 7 shared positions

$DOV $SNOW $IAU $MS $GSAT $SIVR

$514M

56 positions

#16Towneley Capital Management, Inc / DESmart money

Notable overlap · 9 shared positions

$SNOW $COP $IAU $BRZE $JHG $DDOG

$478M

42 positions

#17White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$IAU $DHR $COP $BRZE $UPST $SNOW

$721M

145 positions

#18Investments & Financial Planning, LLCSmart money

Notable overlap · 4 shared positions

$DOV $SNOW $COP $UNIT

$184M

36 positions

#19Altiora Financial Group, LLCActive

Notable overlap · 8 shared positions

$IAU $SNOW $BRZE $UPST $DDOG $COP

$607M

110 positions

#20Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$IAU $COP $DHR $DOV $MS $BRZE

$98M

68 positions

#21Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$IAU $SNOW $COP $BRZE $UNIT

$149M

70 positions

#22Five Pine Wealth ManagementActive

Notable overlap · 6 shared positions

$IAU $COP $SNOW $DOV $UPST $BRZE

$161M

47 positions

#23Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$IAU $SNOW $DHR $DDOG

$233M

676 positions

#24PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$DHR $IAU $BRZE $SNOW $COP $DDOG

$1.4B

283 positions

#25Rakuten Investment Management, Inc.Smart money

Notable overlap · 4 shared positions

$DOV $BRZE $MU $COP

$49.2B

464 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.