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 Hyposwiss Advisors SA

13F Portfolio OverlapQ1 2026Hyposwiss Advisors SA portfolio →

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Most similar hedge funds by 13F overlap

Hyposwiss Advisors SA is an institutional investor managing $101M across 112 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 Hyposwiss Advisors SA are Reality Financial Planning Services,, Seneca Financial Advisors, White Lighthouse Investment, with shared positions in $KKR, $BRZE, $WT, $DDOG, $IAU, $COP. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$KKR $BRZE $WT

$104M

20 positions

#2Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $BRZE $DDOG

$341M

64 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$KKR $BRZE $IAU $DDOG $COP

$721M

145 positions

#4truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$KKR $SLV $WT $COP

$97M

49 positions

#5Cherry Tree Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$KKR $BRZE $WT $DDOG $HLT $SSL

$473M

582 positions

#6GSG Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $BRZE $WT $DDOG

$385M

137 positions

#7FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$KKR $BRZE $COP $BA $IAU

$133M

121 positions

#8HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $WT $BRZE

$238M

142 positions

#9Milestone Investment Advisors LLCActive

Notable overlap · 6 shared positions

$KKR $WT $BRZE $COP $NEE $IBIT

$414M

139 positions

#10Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $WT $BRZE $IAU

$365M

111 positions

#11Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$KKR $SLV $COP

$230M

21 positions

#12Causey Wealth LLCPassive

Some overlap · 4 shared positions

$KKR $WT $BRZE $COP

$236M

81 positions

#13MidAtlantic Capital Management, Inc.Passive

Some overlap · 4 shared positions

$KKR $WT $SLV $COP

$145M

84 positions

#14Curran Financial Partners, LLCActive

Some overlap · 4 shared positions

$KKR $BRZE $WT $SLV

$559M

127 positions

#15Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$KKR $WT $IAU

$90M

65 positions

#16Wealth Care LLCActive

Some overlap · 3 shared positions

$KKR $WT $IAU

$113M

67 positions

#17Long Run Wealth Advisors, LLC

Some overlap · 3 shared positions

$KKR $WT $BRZE

$531M

106 positions

#18CROBANPassive

Some overlap · 4 shared positions

$KKR $WT $NEE $BG

$213M

73 positions

#19Talisman Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$KKR $WT $NEE

$124M

101 positions

#20Cushing Capital Partners, LLCPassive

Some overlap · 5 shared positions

$BRZE $SLV $KKR $IAU $NEE

$130M

96 positions

#21Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$BRZE $KKR $DDOG $WT

$269M

506 positions

#22Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$KKR $WT $DDOG $IAU $COP

$337M

117 positions

#23New Covenant Trust Company, N.A.Active

Some overlap · 6 shared positions

$KKR $BRZE $AMAT $DIS $NEE $COP

$112M

96 positions

#24Forum Private Client Group LLCActive

Some overlap · 4 shared positions

$KKR $DDOG $IAU $COP

$300M

80 positions

#25Tilson Financial Group, Inc.Active

Some overlap · 4 shared positions

$KKR $DDOG $BRZE $WT

$333M

79 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.