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 NewCorp Financial Services,

13F Portfolio OverlapQ1 2026NewCorp Financial Services, portfolio →

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Most similar hedge funds by 13F overlap

NewCorp Financial Services, Inc. is an institutional investor managing $115M across 50 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 NewCorp Financial Services, are Gutierrez Wealth Advisory,, ATX Financial Planning,, ASPIRIANT,, with shared positions in $DDOG, $LEN, $BAH, $HUM, $SNOW, $LAMR. The full ranking of 25 similar funds is below.

#1Gutierrez Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$DDOG $LEN $BAH $HUM $SNOW

$161M

70 positions

#2ATX Financial Planning, LLCPassive

Notable overlap · 4 shared positions

$LEN $LAMR $WT $IBIT

$132M

81 positions

#3ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $WT

$3.5B

338 positions

#4Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $SNOW

$341M

64 positions

#5West Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$DDOG $HUM $IBIT $WT

$589M

193 positions

#6Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$DDOG $SNOW $WT

$335M

104 positions

#7REGIMEN WEALTH, LLCActive

Notable overlap · 4 shared positions

$DDOG $WT $HUM $LEN

$342M

70 positions

#8Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$DDOG $SNOW $IBIT

$607M

110 positions

#9K2 Financial Inc.Passive

Notable overlap · 3 shared positions

$DDOG $SNOW $WT

$138M

59 positions

#10Midwestern Financial, LLC /IAActive

Notable overlap · 3 shared positions

$LEN $DDOG $HUM

$127M

54 positions

#11Colony Family Offices, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $IBIT

$406M

62 positions

#12Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DDOG $LEN $HUM

$678M

294 positions

#13Arcus Capital Partners, LLCActive

Notable overlap · 3 shared positions

$BAH $LEN $HUM

$278M

121 positions

#14Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DDOG $SNOW $WT

$1.5B

686 positions

#15McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$BAH $HUM $SNOW

$192M

27 positions

#16CORA CAPITAL ADVISORS LLCActive

Notable overlap · 3 shared positions

$BAH $HUM $IBIT

$302M

134 positions

#17Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$LEN $BAH $WT

$277M

118 positions

#18OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$BAH $HUM $WT $IBIT

$110M

68 positions

#19Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$LEN $DDOG $SNOW $HUM

$374M

86 positions

#20CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$LEN $DDOG $IBIT

$107M

50 positions

#21Clarity Asset Management, Inc.Passive

Notable overlap · 3 shared positions

$BAH $SNOW $WT

$198M

290 positions

#22D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$BAH $SNOW $HUM

$772M

299 positions

#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $SNOW

$350M

95 positions

#24National Wealth Management Group, LLCPassive

Some overlap · 4 shared positions

$BAH $SNOW $HUM $WT

$269M

215 positions

#25LifeGoal Investments, LLCPassive

Some overlap · 4 shared positions

$BAH $DDOG $SNOW $HUM

$175M

112 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.