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 ENTRUST FINANCIAL

13F Portfolio OverlapQ1 2026ENTRUST FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

ENTRUST FINANCIAL LLC is an institutional investor managing $143M across 433 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 ENTRUST FINANCIAL are Cornerstone Financial, CONTINENTAL INVESTORS SERVICES,, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $VLTO, $UPST, $NTRB, $UNIT, $HUM, $KKR. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Some overlap · 7 shared positions

$VLTO $UPST $NTRB $UNIT $HUM $KKR

$109M

1,311 positions

#2CONTINENTAL INVESTORS SERVICES, INC.Active

Some overlap · 4 shared positions

$VLTO $UPST $BRZE $COP

$106M

81 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 6 shared positions

$VLTO $UPST $NEE $BRZE $HUM $COP

$350M

95 positions

#4Family CFO IncActive

Some overlap · 5 shared positions

$VLTO $BRZE $UNIT $HUM $GLDM

$223M

41 positions

#5Level Financial AdvisorsActive

Some overlap · 6 shared positions

$VLTO $UPST $UNIT $COP $NEE $HUM

$392M

92 positions

#6DiPaolo Financial Group, Inc.Active

Some overlap · 5 shared positions

$VLTO $BRZE $NTRB $NEE $KKR

$137M

45 positions

#7Unify Financial AdvisorsPassive

Some overlap · 4 shared positions

$VLTO $BRZE $NEE $HUM

$96M

89 positions

#8WFA of San Diego, LLCPassive

Some overlap · 5 shared positions

$VLTO $GLDM $IBM $HUM $COP

$125M

404 positions

#9Pinnacle Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$VLTO $BRZE $NEE

$204M

120 positions

#10TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 4 shared positions

$VLTO $UPST $HUM $COP

$4.8B

1,649 positions

#11Seek First Inc.Active

Some overlap · 5 shared positions

$VLTO $GLDM $UNIT $HUM $KKR

$142M

58 positions

#12Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 7 shared positions

$UPST $BRZE $NTRB $NEE $IBM $HUM

$414M

694 positions

#13Quantum Financial Advisors, LLCActive

Some overlap · 3 shared positions

$VLTO $GLDM $UNIT

$891M

231 positions

#14Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$VLTO $BRZE $UNIT

$145M

98 positions

#15Windward Private Wealth Management Inc.Smart money

Some overlap · 6 shared positions

$VLTO $UPST $UNIT $HUM $COP $PNC

$289M

44 positions

#16Whitcomb & Hess, Inc.Active

Some overlap · 4 shared positions

$VLTO $UPST $BRZE $IBM

$429M

64 positions

#17Angeles Investment Advisors, LLCSmart money

Some overlap · 3 shared positions

$VLTO $BRZE $NTRB

$1.5B

31 positions

#18MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$BRZE $UPST $IBM $MDY $HUM

$184M

74 positions

#19GOULD ASSET MANAGEMENT LLC /CA/Active

Some overlap · 6 shared positions

$UPST $GLDM $VLTO $MDY $COP $KKR

$576M

171 positions

#20Breakwater Investment ManagementPassive

Some overlap · 6 shared positions

$BRZE $UPST $NTRB $HUM $KKR $MDY

$269M

506 positions

#21Graetz Wealth LLCPassive

Some overlap · 4 shared positions

$VLTO $GLDM $UNIT $HUM

$112M

80 positions

#22Clarity Capital Advisors, LLCActive

Some overlap · 7 shared positions

$BRZE $UPST $GLDM $UNIT $HUM $KKR

$215M

95 positions

#23ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$VLTO $UPST $PNC

$723M

93 positions

#24Alhambra Investment Partners LLCPassive

Some overlap · 5 shared positions

$UPST $BRZE $PNC $NEE $UNIT

$217M

176 positions

#25Beacon Financial Strategies CORPActive

Some overlap · 5 shared positions

$BRZE $UPST $IBM $HUM $COP

$176M

177 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.