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 Amicus Financial Advisors,

13F Portfolio OverlapQ1 2026Amicus Financial Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Amicus Financial Advisors, LLC is an institutional investor managing $363M across 90 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 Amicus Financial Advisors, are KRM WEALTH L.L.C., Hurlow Wealth Group,, Ariston Services Group, with shared positions in $SCHW, $SNOW, $DDOG, $KKR, $UPST, $USB. The full ranking of 25 similar funds is below.

#1KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 5 shared positions

$SCHW $SNOW $DDOG $KKR $UPST

$192M

43 positions

#2Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$SCHW $SNOW $DDOG $USB $KKR $NSC

$420M

120 positions

#3Ariston Services GroupActive

Notable overlap · 4 shared positions

$SCHW $SNOW $KKR $DDOG

$167M

71 positions

#4CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SCHW $SNOW $KKR

$232M

44 positions

#5Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$SCHW $SNOW $DDOG $KKR

$335M

104 positions

#6Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$SCHW $SNOW $DDOG $USB $IBIT $ICFI

$228M

72 positions

#7Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $SNOW $BRZE $UPST

$1.4B

58 positions

#8Prairiewood Capital, LLCActive

Notable overlap · 4 shared positions

$SCHW $SNOW $UPST $BRZE

$346M

77 positions

#9Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SCHW $SNOW $UPST

$1.8B

57 positions

#10Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$SCHW $SNOW $KKR $BRZE $USB $UPST

$215M

95 positions

#11FC Advisory LLCActive

Notable overlap · 5 shared positions

$SCHW $SNOW $DDOG $USB $BRZE

$342M

115 positions

#12ACT WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SCHW $KKR $DDOG

$298M

62 positions

#13SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$SCHW $KKR $USB $AMD

$272M

554 positions

#14Austin Asset Management Co IncSmart money

Notable overlap · 3 shared positions

$SCHW $SNOW $AMD

$608M

85 positions

#15WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$SCHW $SNOW $DDOG $BRZE $USB

$243M

977 positions

#16Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$SCHW $KKR $USB

$147M

13 positions

#17AWM CAPITAL, LLCActive

Notable overlap · 5 shared positions

$SCHW $NSC $IBIT $ICFI $AMD

$1.1B

113 positions

#18Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$SNOW $NSC $KKR $SCHW $DDOG

$337M

117 positions

#19Donalies Financial Planning, LLCActive

Notable overlap · 6 shared positions

$SNOW $SCHW $KKR $DDOG $NSC $BRZE

$117M

74 positions

#20Note Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $DDOG $BRZE $NSC

$200M

85 positions

#21Rockwood Wealth Management, LLCSmart money

Some overlap · 6 shared positions

$SCHW $DDOG $UPST $USB $BRZE $SNOW

$1.4B

118 positions

#22ARK & TLK INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$SCHW $SNOW $UPST $ICFI

$370M

119 positions

#23DecisionPoint Financial, LLCActive

Some overlap · 5 shared positions

$SCHW $BRZE $USB $UPST $IBIT

$464M

679 positions

#24BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$SCHW $DDOG $BRZE

$259M

33 positions

#25Wrenne Financial Planning LLCSmart money

Some overlap · 3 shared positions

$SCHW $DDOG $BRZE

$255M

49 positions

Compare Amicus Financial Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Amicus Financial Advisors,’s holdings

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.