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 PACIFIC SUN FINANCIAL

13F Portfolio OverlapQ1 2026PACIFIC SUN FINANCIAL portfolio →

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Most similar hedge funds by 13F overlap

PACIFIC SUN FINANCIAL CORP is an institutional investor managing $206M across 201 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 PACIFIC SUN FINANCIAL are Warner Group, CATHY PARETO & ASSOCIATES,, Wealth Partners,, with shared positions in $OTIS, $WT, $SAN, $MAR, $UNIT, $SLV. The full ranking of 25 similar funds is below.

#1Warner Group LLCPassive

Some overlap · 4 shared positions

$OTIS $WT $SAN $MAR

$153M

78 positions

#2CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 7 shared positions

$WT $MAR $UNIT $SAN $SLV $KKR

$149M

96 positions

#3Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$OTIS $KKR $SAN $ARKO

$350M

147 positions

#4LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$WT $KKR $MAR $UNIT $HUM $BAC

$595M

360 positions

#5Paller Financial Services IncPassive

Some overlap · 5 shared positions

$OTIS $SLV $ARKO $MDY $QUBT

$121M

43 positions

#6Darrow Company, Inc.Active

Some overlap · 5 shared positions

$WT $KKR $MAR $MDY $HUM

$222M

56 positions

#7Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$WT $KKR $UNIT $SLV $HUM

$837M

258 positions

#8truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$WT $KKR $UNIT $SLV $HUM

$97M

49 positions

#9E&G Advisors, LPPassive

Some overlap · 6 shared positions

$WT $MAR $UNIT $SLV $HUM $BAC

$449M

236 positions

#10Sherman Wealth Management LLCPassive

Some overlap · 5 shared positions

$WT $KKR $UNIT $OTIS $HUM

$116M

80 positions

#11Southland Equity Partners LLCPassive

Some overlap · 3 shared positions

$OTIS $WT $UNIT

$513M

273 positions

#12Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $KKR $MAR $ARKO

$381M

163 positions

#13FOUNDERS GROVE WEALTH PARTNERS, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $MAR $UNIT $BAC

$440M

162 positions

#14O'ROURKE & COMPANY, IncPassive

Some overlap · 6 shared positions

$KKR $UNIT $WELL $SLV $DLR $HUM

$253M

171 positions

#15Beckerman Institutional, LLCPassive

Some overlap · 6 shared positions

$WT $SAN $UNIT $MAR $HUM $BAC

$188M

121 positions

#16WealthBridge Capital Management, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $OTIS $MDY $HUM

$434M

221 positions

#17ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $KKR $MAR $MDY $BAC

$84M

65 positions

#18HANOVER ADVISORS INCActive

Some overlap · 7 shared positions

$KKR $MAR $ARKO $MDY $HUM $BAC

$246M

118 positions

#19Nova Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $SAN $MAR $SLV $QUBT

$154M

545 positions

#20HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $SAN $HUM $MAR

$238M

142 positions

#21Junk Investment Group, LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $UNIT $MDY $HUM

$191M

88 positions

#22WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$SAN $WT $SLV $UNIT $MAR $HUM

$360M

191 positions

#23Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$WT $MAR $SAN $HUM

$153M

344 positions

#24Capital Squared Financial LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $UNIT $HUM $BAC

$131M

85 positions

#25Riverbend Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $KKR $MAR $BAC

$175M

152 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.