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 Navigation Group,

13F Portfolio OverlapQ1 2026Navigation Group, portfolio →

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Most similar hedge funds by 13F overlap

Navigation Group, LLC is an institutional investor managing $427M across 113 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 Navigation Group, are SFI Advisors,, MBM WEALTH CONSULTANTS,, Peak Planning Group,, with shared positions in $SHW, $REGN, $LRCX, $OKE, $KKR, $LMT. The full ranking of 25 similar funds is below.

#1SFI Advisors, LLCPassive

Notable overlap · 3 shared positions

$SHW $REGN $LRCX

$95M

48 positions

#2MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 4 shared positions

$OKE $KKR $LRCX $LMT

$436M

387 positions

#3Peak Planning Group, LLCActive

Notable overlap · 3 shared positions

$OKE $SHW $PLTR

$361M

120 positions

#4LeClair Wealth Partners LLCPassive

Notable overlap · 4 shared positions

$OKE $KKR $LRCX $SHW

$289M

103 positions

#5Blue Water Asset ManagementActive

Notable overlap · 4 shared positions

$OKE $KKR $LRCX $SHW

$289M

103 positions

#6IRONWOOD WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$OKE $KKR $CTVA

$223M

31 positions

#7Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$OKE $KKR $SHW

$162M

100 positions

#8Guardian Capital, LLCPassive

Notable overlap · 4 shared positions

$SHW $REGN $KKR $PLTR

$105M

81 positions

#9Clark Wealth PartnersActive

Notable overlap · 4 shared positions

$OKE $BAC $LMT $PLTR

$149M

604 positions

#10TABR Capital Management, LLCActive

Notable overlap · 3 shared positions

$OKE $LRCX $TER

$109M

54 positions

#11LOWERY THOMAS, LLCActive

Some overlap · 3 shared positions

$SHW $CTVA $REGN

$175M

55 positions

#12KELLY FINANCIAL GROUP LLCActive

Some overlap · 3 shared positions

$SHW $LEN $BAC

$398M

100 positions

#13Cooper Capital Advisors LLCActive

Some overlap · 3 shared positions

$SHW $OKE $PLTR

$143M

35 positions

#14Fiduciary Planning LLCActive

Some overlap · 3 shared positions

$SHW $BAC $PLTR

$331M

76 positions

#15Innovative Wealth Building LLCActive

Some overlap · 3 shared positions

$OKE $KKR $BAC

$142M

70 positions

#16Tamar Securities, LLCActive

Some overlap · 5 shared positions

$SHW $REGN $LMT $PLTR $BAC

$934M

91 positions

#17Owen LaRue, LLCPassive

Some overlap · 4 shared positions

$REGN $OKE $SHW $PLTR

$261M

128 positions

#18Fulcrum Equity ManagementPassive

Some overlap · 3 shared positions

$OKE $LEN $LRCX

$103M

127 positions

#19Brendel Financial Advisors LLCPassive

Some overlap · 3 shared positions

$SHW $LRCX $PLTR

$202M

95 positions

#20Symphony Financial Services, Inc.Passive

Some overlap · 3 shared positions

$REGN $SHW $LMT

$195M

99 positions

#21MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$OKE $LEN $LRCX $PLTR

$543M

235 positions

#22IFS Group,LLCPassive

Some overlap · 3 shared positions

$OKE $REGN $PLTR

$112M

144 positions

#23BLVD Private Wealth, LLCActive

Some overlap · 3 shared positions

$SHW $LEN $LRCX

$115M

64 positions

#24Madrona Financial Services, LLCActive

Some overlap · 3 shared positions

$REGN $SHW $LEN

$457M

123 positions

#25WPG Advisers, LLCPassive

Some overlap · 4 shared positions

$OKE $BAC $CTVA $PLTR

$136M

1,476 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.