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 /ADV

13F Portfolio OverlapQ1 2026CREATIVE FINANCIAL DESIGNS /ADV portfolio →

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Most similar hedge funds by 13F overlap

CREATIVE FINANCIAL DESIGNS INC /ADV is an institutional investor managing $1.6B across 2,162 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 CREATIVE FINANCIAL DESIGNS /ADV are Cornerstone Financial, Certified Advisory, Wolff Financial, with shared positions in $COP, $NTRB, $UPST, $USB, $KKR, $MS. The full ranking of 25 similar funds is below.

#1Cornerstone Financial Management LLCPassive

Notable overlap · 8 shared positions

$COP $NTRB $UPST $USB $KKR $MS

$109M

1,311 positions

#2Certified Advisory CorpPassive

Notable overlap · 9 shared positions

$REGN $COP $SLV $UPST $KKR $AMN

$1.1B

318 positions

#3Wolff Financial Management LLCActive

Notable overlap · 8 shared positions

$COP $UPST $KKR $MAR $GMM $MS

$453M

103 positions

#4Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive

Notable overlap · 7 shared positions

$COP $UPST $USB $AMN $WT $NTRB

$5.8B

996 positions

#5Unison Advisors LLCActive

Notable overlap · 7 shared positions

$COP $UPST $KKR $AMN $WT $REGN

$1.3B

175 positions

#6Financial Plan, Inc.Active

Notable overlap · 8 shared positions

$COP $UPST $SLV $AMN $DDOG $MAR

$933M

94 positions

#7OneAscent Financial Services LLCPassive

Some overlap · 8 shared positions

$COP $MSTR $USB $KKR $GMM $BAH

$1.8B

591 positions

#8MidAtlantic Capital Management, Inc.Passive

Some overlap · 7 shared positions

$COP $NTRB $KKR $WT $MS $SLV

$145M

84 positions

#9Transcendent Capital Group LLCPassive

Some overlap · 6 shared positions

$COP $UPST $USB $AMN $BAH $WT

$219M

112 positions

#10PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Some overlap · 7 shared positions

$COP $USB $UPST $KKR $DDOG $MAR

$1.6B

236 positions

#11White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$COP $USB $KKR $MAR $UPST $UNIT

$721M

145 positions

#12truNorth Financial Services, Inc.Active

Some overlap · 7 shared positions

$COP $SLV $KKR $WT $MS $UPST

$97M

49 positions

#13Marion Wealth ManagementPassive

Some overlap · 5 shared positions

$COP $UPST $USB $MAR $WT

$451M

146 positions

#14Tranquilli Financial Advisor LLCPassive

Some overlap · 6 shared positions

$COP $UPST $MAR $GMM $MS $AMN

$171M

132 positions

#15Forum Private Client Group LLCActive

Some overlap · 5 shared positions

$COP $NTRB $KKR $USB $DDOG

$300M

80 positions

#16Steele Capital Management, Inc.Active

Some overlap · 7 shared positions

$COP $USB $KKR $SLV $UNIT $UPST

$2.4B

86 positions

#17OxenFree Capital LLCActive

Some overlap · 6 shared positions

$MSTR $REGN $SLV $USB $NTRB $WT

$206M

56 positions

#18Ballast Financial Advisors LLCActive

Some overlap · 6 shared positions

$COP $USB $KKR $AMN $MS $UNIT

$98M

68 positions

#19Glass Jacobson Investment Advisors llcPassive

Some overlap · 6 shared positions

$COP $UPST $USB $KKR $DDOG $UNIT

$290M

607 positions

#20SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Some overlap · 5 shared positions

$COP $SLV $USB $AMN $KKR

$154M

39 positions

#21Clarity Capital Advisors, LLCActive

Some overlap · 7 shared positions

$COP $UPST $USB $KKR $UNIT $GMM

$215M

95 positions

#22Cascade Wealth Advisors, IncActive

Some overlap · 5 shared positions

$COP $UPST $USB $KKR $DDOG

$228M

60 positions

#23TAGStone Capital, Inc.Passive

Some overlap · 7 shared positions

$COP $USB $GMM $WT $MAR $DDOG

$283M

137 positions

#24Winter & Associates, Inc.Passive

Some overlap · 5 shared positions

$COP $REGN $UPST $XYZ $WT

$114M

84 positions

#25Hegarty Advisors, LLCActive

Some overlap · 6 shared positions

$COP $UPST $KKR $MS $USB $UNIT

$127M

57 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.