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 CREATIVE FINANCIAL DESIGNS

13F Portfolio OverlapQ2 2026CREATIVE FINANCIAL DESIGNS portfolio →

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Most similar hedge funds by 13F overlap

CREATIVE FINANCIAL DESIGNS INC /ADV is an institutional investor managing $2.1B across 2,262 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CREATIVE FINANCIAL DESIGNS are PINKERTON WEALTH, SHERMAN PORFOLIOS, GLOBALT Investments / GA, with shared positions in $STT, $C, $DUK, $TXN, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1PINKERTON WEALTH, LLCActive

Some overlap · 6 shared positions

$STT $C $DUK $TXN $AMGN $PEP

$1.2B

103 positions

#2SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$STT $C $DUK $TXN $AMGN $PEP

$1.3B

97 positions

#3GLOBALT Investments LLC / GAActive

Some overlap · 5 shared positions

$STT $C $DUK $TXN $AMGN

$3.0B

213 positions

#4apricus wealth, LLCPassive

Some overlap · 5 shared positions

$STT $C $DUK $AMGN $OKE

$210M

129 positions

#5Winthrop Capital Management, LLCPassive

Some overlap · 5 shared positions

$STT $C $DUK $TXN $PEP

$414M

351 positions

#6GODSEY & GIBB, INCPassive

Slight overlap · 5 shared positions

$STT $DUK $AMGN $RY $PEP

$1.2B

383 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 5 shared positions

$C $DUK $TXN $OKE $PEP

$233M

122 positions

#8Sarasin & Partners LLPActive

Slight overlap · 5 shared positions

$C $DUK $UBER $AMGN $TXN

$8.5B

94 positions

#9ALLEN WEALTH MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$C $DUK $AMGN $TROW $PEP

$205M

60 positions

#10ALBION FINANCIAL GROUP /UTPassive

Slight overlap · 5 shared positions

$C $UBER $TXN $AMGN $PEP

$1.7B

652 positions

#11Verity & Verity, LLCActive

Slight overlap · 5 shared positions

$STT $TXN $AMGN $OKE $PEP

$1.5B

138 positions

#12THOMPSON INVESTMENT MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$STT $C $PYPL $PEP

$872M

504 positions

#13Principal Street Partners, LLCPassive

Slight overlap · 4 shared positions

$STT $DUK $TXN $AMGN

$683M

277 positions

#14Estabrook Capital ManagementPassive

Slight overlap · 4 shared positions

$C $DUK $TXN $AMGN

$739M

344 positions

#15Advisors Capital Management, LLCPassive

Slight overlap · 4 shared positions

$C $DUK $TXN $OKE

$9.4B

634 positions

#16Andrew Hill Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$C $DUK $RY $OKE

$135M

57 positions

#17Slagle Financial, LLCPassive

Slight overlap · 4 shared positions

$C $DUK $AMGN $PEP

$334M

127 positions

#18Ranch Capital Advisors Inc.Passive

Slight overlap · 4 shared positions

$C $DUK $AMGN $PEP

$316M

157 positions

#19Jackson Hole Capital Partners, LLC

Slight overlap · 4 shared positions

$C $DUK $OKE $PEP

$605M

313 positions

#20Kintegral Advisory, LLCPassive

Slight overlap · 4 shared positions

$C $STT $TXN $AMGN

$1.2B

234 positions

#21Vista Private Wealth Partners. LLCActive

Slight overlap · 4 shared positions

$STT $C $TXN $AMGN

$306M

89 positions

#22Davis Investment Partners, LLCActive

Slight overlap · 5 shared positions

$DUK $AMGN $RY $C $STT

$328M

172 positions

#23Griffith & Werner, Inc.Passive

Slight overlap · 4 shared positions

$C $DUK $TXN $PEP

$213M

71 positions

#24BALLAST ADVISORS LLCActive

Slight overlap · 4 shared positions

$STT $SNPS $UBER $PEP

$420M

197 positions

#25Corsicana & Co.Passive

Slight overlap · 4 shared positions

$STT $DUK $TXN $PEP

$206M

309 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.