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 ECLECTIC ASSOCIATES /ADV

13F Portfolio OverlapQ1 2026ECLECTIC ASSOCIATES /ADV portfolio →

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Most similar hedge funds by 13F overlap

ECLECTIC ASSOCIATES INC /ADV is an institutional investor managing $878M across 162 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 ECLECTIC ASSOCIATES /ADV are Confluence Wealth Services,, Aurdan ,, EQ WEALTH ADVISORS,, with shared positions in $HUM, $NKE, $SNOW, $BAH, $UNH, $KO. The full ranking of 25 similar funds is below.

#1Confluence Wealth Services, Inc.Active

Substantial overlap · 4 shared positions

$HUM $NKE $SNOW $BAH

$2.6B

365 positions

#2Aurdan Capital Management, LLCActive

Substantial overlap · 5 shared positions

$HUM $NKE $UNH $KO $BRZE

$333M

88 positions

#3EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$NKE $HUM $BAH

$171M

54 positions

#4Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $BAH $BRZE $WT

$187M

121 positions

#5McCarthy Asset Management, Inc.

Notable overlap · 5 shared positions

$HUM $BAH $BRZE $SNOW $SLV

$192M

27 positions

#6Opus Financial Solutions LLCPassive

Notable overlap · 8 shared positions

$NKE $HUM $WT $SNOW $BRZE $SLV

$106M

103 positions

#7Family CFO IncActive

Notable overlap · 6 shared positions

$HUM $NKE $BRZE $UNIT $SCHW $MKL

$223M

41 positions

#8Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$NKE $HUM $UNIT $WT $MKL

$116M

77 positions

#9Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$HUM $BRZE $WT $SNOW $SCHW

$104M

20 positions

#10Noble Family Wealth, LLCActive

Notable overlap · 6 shared positions

$HUM $UNIT $WT $SNOW $MKL $NKE

$484M

76 positions

#11McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$NKE $HUM $UNIT $DDOG $KO

$755M

189 positions

#12FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$HUM $BRZE $WT $SCHW

$264M

25 positions

#13Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $DDOG $SNOW

$341M

64 positions

#14Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $UNIT $WT

$116M

80 positions

#15Trust Point Inc.Active

Notable overlap · 5 shared positions

$HUM $WT $UNIT $WFC $MKL

$1.2B

521 positions

#16FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $UNIT $BRZE $SCHW

$176M

104 positions

#17Index Fund Advisors, Inc.Smart money

Notable overlap · 6 shared positions

$NKE $BRZE $UNIT $SCHW $MKL $KO

$2.2B

127 positions

#18DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$NKE $UNIT $SNOW $HUM $SCHW $SLV

$249M

92 positions

#19Bristlecone Value Partners, LLCPassive

Notable overlap · 5 shared positions

$HUM $WT $DDOG $NKE $MKL

$114M

68 positions

#20CONQUIS FINANCIAL LLCSmart money

Notable overlap · 5 shared positions

$HUM $SNOW $DDOG $BRZE $WFC

$121M

54 positions

#21SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $UNIT $SCHW $PLTR $MKL

$272M

554 positions

#22Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $WT $UNH

$239M

158 positions

#23SimpliFi, Inc.Smart money

Notable overlap · 4 shared positions

$HUM $WT $BRZE $NOC

$238M

43 positions

#24Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $SCHW

$167M

71 positions

#25Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $SHW

$1.8B

413 positions

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View ECLECTIC ASSOCIATES /ADV’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.