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 Benchmark Financial,

13F Portfolio OverlapQ1 2026Benchmark Financial, portfolio →

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Most similar hedge funds by 13F overlap

Benchmark Financial, LLC is an institutional investor managing $111M across 52 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 Benchmark Financial, are Legacy Edge Advisors,, Longview Financial Advisors, SpringVest Wealth, with shared positions in $USB, $SNOW, $DDOG, $COP, $MUFG, $AGQ. The full ranking of 25 similar funds is below.

#1Legacy Edge Advisors, LLCActive

Notable overlap · 5 shared positions

$USB $SNOW $DDOG $COP $MUFG

$951M

223 positions

#2Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$USB $SNOW $COP

$184M

157 positions

#3SpringVest Wealth Management LLCActive

Notable overlap · 5 shared positions

$USB $AGQ $DDOG $COP $HUM

$146M

67 positions

#4Foundation Wealth Management, LLC\PAActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $EPAM

$284M

91 positions

#5Newton One Investments LLCActive

Notable overlap · 6 shared positions

$USB $DHR $DDOG $SNOW $EPAM $HUM

$368M

121 positions

#6Shotwell Rutter Baer IncActive

Notable overlap · 3 shared positions

$USB $MUFG $COP

$170M

38 positions

#7Hassell Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$USB $DDOG $COP

$298M

28 positions

#8KEYVANTAGE WEALTH, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $COP

$227M

92 positions

#9NEPC LLCSmart money

Notable overlap · 4 shared positions

$USB $COP $EPAM $DDOG

$5.0B

51 positions

#10CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$USB $COP $HUM $DDOG

$363M

102 positions

#1125 LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $AGQ

$324M

69 positions

#12Pioneer Wealth Management GroupSmart money

Notable overlap · 3 shared positions

$USB $DDOG $HUM

$357M

50 positions

#13DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$USB $COP $PSX

$464M

679 positions

#14Evergreen Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $HUM

$426M

168 positions

#15BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 4 shared positions

$USB $SNOW $DDOG $COP

$1.2B

229 positions

#16Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$USB $SNOW $DDOG $MUFG

$228M

72 positions

#17MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$USB $HUM $COP

$420M

81 positions

#18Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$USB $SNOW $COP

$149M

70 positions

#19Rosenberg Matthew HamiltonActive

Notable overlap · 4 shared positions

$USB $SNOW $COP $PSX

$488M

799 positions

#20Erickson Financial Group, LLCSmart money

Notable overlap · 4 shared positions

$USB $SNOW $AGQ $DDOG

$160M

25 positions

#21Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$USB $COP $HUM

$153M

344 positions

#22VERUS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$USB $DDOG $COP

$108M

49 positions

#23Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$USB $COP $DDOG

$2.1B

152 positions

#24POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$USB $COP $HUM

$269M

96 positions

#25Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $COP $HUM

$236M

81 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.