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 CONTINENTAL INVESTORS SERVICES,

13F Portfolio OverlapQ1 2026CONTINENTAL INVESTORS SERVICES, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CONTINENTAL INVESTORS SERVICES, INC. is an institutional investor managing $106M across 81 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 CONTINENTAL INVESTORS SERVICES, are Valley Financial Group,, WEBSTERROGERS FINANCIAL ADVISORS,, Cornerstone Financial, with shared positions in $UPST, $MKL, $COP, $BRZE, $PLTR, $VLTO. The full ranking of 25 similar funds is below.

#1Valley Financial Group, Inc.Active

Notable overlap · 5 shared positions

$UPST $MKL $COP $BRZE $PLTR

$185M

63 positions

#2WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$VLTO $UPST $COP $BRZE

$350M

95 positions

#3Cornerstone Financial Management LLCPassive

Some overlap · 3 shared positions

$VLTO $UPST $COP

$109M

1,311 positions

#4Level Financial AdvisorsActive

Some overlap · 3 shared positions

$VLTO $UPST $COP

$392M

92 positions

#5TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 3 shared positions

$VLTO $UPST $COP

$4.8B

1,649 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 6 shared positions

$MKL $COP $BRZE $DHR $MU $AMAT

$578M

118 positions

#7LINCOLN NATIONAL CORPActive

Some overlap · 3 shared positions

$VLTO $MKL $BRZE

$3.5B

19 positions

#8Efficient Advisors, LLCActive

Some overlap · 4 shared positions

$MKL $COP $BRZE $UPST

$1.4B

58 positions

#9OneAscent Investment Solutions LLCPassive

Some overlap · 3 shared positions

$VLTO $UPST $PLTR

$100M

128 positions

#10Capital Investment Services of America, Inc.Active

Some overlap · 6 shared positions

$UPST $COP $IDXX $DHR $WAB $SBUX

$958M

80 positions

#11Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$UPST $MKL $BRZE $COP

$950M

192 positions

#12VERITY Wealth AdvisorsActive

Some overlap · 5 shared positions

$MKL $UPST $BRZE $COP $DHR

$150M

81 positions

#13Windward Private Wealth Management Inc.Smart money

Some overlap · 4 shared positions

$VLTO $COP $UPST $DHR

$289M

44 positions

#14IFC & Insurance Marketing, Inc.Active

Some overlap · 4 shared positions

$UPST $MKL $BRZE $PLTR

$96M

72 positions

#15ENTRUST FINANCIAL LLCActive

Some overlap · 4 shared positions

$VLTO $UPST $BRZE $COP

$143M

433 positions

#16FIDUCIARY ADVISORS, INC.Active

Some overlap · 4 shared positions

$MKL $COP $BRZE $DHR

$133M

121 positions

#17WBH ADVISORY INCPassive

Some overlap · 5 shared positions

$UPST $COP $BRZE $MKL $DHR

$1.3B

350 positions

#18Luminvest Wealth Management LLCSmart money

Some overlap · 5 shared positions

$MKL $COP $BRZE $DHR $MU

$382M

55 positions

#19Cravens & Co Advisors, LLCActive

Some overlap · 3 shared positions

$VLTO $UPST $SBUX

$154M

64 positions

#20GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 4 shared positions

$UPST $MKL $BRZE $DHR

$128M

42 positions

#211834 INVESTMENT ADVISORS COPassive

Some overlap · 3 shared positions

$UPST $VLTO $COP

$801M

206 positions

#22Five Pine Wealth ManagementActive

Some overlap · 4 shared positions

$MKL $UPST $COP $BRZE

$161M

47 positions

#23Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$MKL $UPST $BRZE $PLTR

$269M

506 positions

#24Whitcomb & Hess, Inc.Active

Some overlap · 4 shared positions

$VLTO $UPST $BRZE $PLTR

$429M

64 positions

#25PROFFITT & GOODSON INCActive

Some overlap · 6 shared positions

$VLTO $COP $BRZE $DHR $MU $UPST

$649M

283 positions

Compare CONTINENTAL INVESTORS SERVICES,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CONTINENTAL INVESTORS SERVICES,’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.