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 Downshift Financial,

13F Portfolio OverlapQ1 2026Downshift Financial, portfolio →

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Most similar hedge funds by 13F overlap

Downshift Financial, LLC is an institutional investor managing $193M across 77 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 Downshift Financial, are FIDUCIARY ADVISORS,, WealthCollab,, White Lighthouse Investment, with shared positions in $BRZE, $DHR, $UNIT, $SE, $COP, $MAR. The full ranking of 25 similar funds is below.

#1FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $DHR $UNIT $SE $COP $MAR

$133M

121 positions

#2WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$BRZE $DHR $SNOW $COP $DDOG $SCHW

$243M

977 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$BRZE $DHR $SNOW $UNIT $HUM $COP

$721M

145 positions

#4Manuka Financial, LLCActive

Notable overlap · 6 shared positions

$BRZE $DHR $SNOW $UNIT $DDOG $SCHW

$162M

56 positions

#5CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DHR $SE $SCHW

$324M

77 positions

#6PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$BRZE $DHR $SNOW $UNIT $COP $DDOG

$1.4B

283 positions

#7MontVue Capital Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $DHR $MAR $SCHW

$147M

67 positions

#8Capstone Financial Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $DHR $HUM $DDOG

$1.9B

187 positions

#9Verus Financial Partners, Inc.Smart money

Notable overlap · 6 shared positions

$BRZE $DHR $SNOW $UNIT $DDOG $NSC

$1.1B

121 positions

#10Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $DHR $HUM

$1.3B

208 positions

#11James J. Burns & Company, LLCActive

Notable overlap · 4 shared positions

$BRZE $DHR $SE $HUM

$737M

155 positions

#12GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 6 shared positions

$BRZE $DHR $UNIT $HUM $MAR $DDOG

$128M

42 positions

#13Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $DHR $SE $HUM $SCHW

$255M

70 positions

#14Clarity Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$BRZE $SNOW $UNIT $GLDM $HUM $COP

$215M

95 positions

#15Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $SNOW $HUM $SNPS $DDOG $MAR

$269M

506 positions

#16SVRN Asset Management, LLCActive

Notable overlap · 6 shared positions

$BRZE $UNIT $GLDM $HUM $DDOG $SCHW

$103M

37 positions

#17Prospera Capital Management, LLCSmart money

Notable overlap · 7 shared positions

$BRZE $UNIT $SNOW $HUM $COP $DDOG

$199M

45 positions

#18Sellwood Investment Partners LLCSmart money

Notable overlap · 5 shared positions

$BRZE $SNOW $GLDM $DDOG $SCHW

$254M

59 positions

#19TRB Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$BRZE $SNOW $SE $COP $DDOG

$704M

285 positions

#20St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DHR $SNOW

$856M

145 positions

#21Luminvest Wealth Management LLCSmart money

Notable overlap · 7 shared positions

$BRZE $DHR $HUM $COP $DDOG $NSC

$382M

55 positions

#22Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $SNOW $UNIT $GLDM $COP $DHR

$2.9B

367 positions

#23Vanguard National Trust CoActive

Notable overlap · 6 shared positions

$BRZE $SNOW $HUM $UNIT $MAR $DDOG

$1.6B

751 positions

#24McCarthy Asset Management, Inc.

Notable overlap · 4 shared positions

$BRZE $SNOW $HUM $COP

$192M

27 positions

#25Arbor Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$BRZE $UNIT $HUM $SNOW $SCHW

$143M

56 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.