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 Berman McAleer

13F Portfolio OverlapQ2 2026Berman McAleer portfolio →

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Most similar hedge funds by 13F overlap

Berman McAleer LLC is an institutional investor managing $864M across 175 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 Berman McAleer are Hubbell Strickland Wealth, Cambridge Advisors, Prosperity Planning, with shared positions in $FBTC, $AFL, $DOV, $MDY, $UNP, $MSI. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$FBTC $AFL $DOV

$277M

87 positions

#2Cambridge Advisors Inc.Active

Some overlap · 3 shared positions

$FBTC $MDY $UNP

$582M

183 positions

#3Prosperity Planning, Inc.Active

Slight overlap · 3 shared positions

$FBTC $MDY $DOV

$436M

117 positions

#4Ninety One North America, Inc.Active

Slight overlap · 3 shared positions

$MSI $AON $AZN

$2.1B

106 positions

#5Wealth Intelligence, LLCActive

Slight overlap · 4 shared positions

$MSI $AFL $UNP $CMI

$215M

59 positions

#6COMGEST GLOBAL INVESTORS S.A.S.Active

Slight overlap · 3 shared positions

$MSI $AON $URI

$4.5B

55 positions

#7MOTCOPassive

Slight overlap · 3 shared positions

$AON $MSI $UNP

$1.2B

840 positions

#8Newton One Investments LLCActive

Slight overlap · 4 shared positions

$AON $MDY $DOV $EMR

$397M

146 positions

#9Firestone Capital ManagementActive

Slight overlap · 3 shared positions

$FBTC $MDY $UNP

$537M

168 positions

#10Dougherty Wealth Advisers LLCSmart money

Slight overlap · 4 shared positions

$MSI $AON $UNP $AZN

$183M

109 positions

#11MARIPAU WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$FBTC $DOV $AMT

$280M

177 positions

#12CALIBER WEALTH MANAGEMENT, LLC / KSActive

Slight overlap · 4 shared positions

$MSI $UNP $CMI $URI

$1.0B

300 positions

#13TEALWOOD ASSET MANAGEMENT INCPassive

Slight overlap · 4 shared positions

$AON $UNP $CMI $AZN

$261M

121 positions

#14Henshaw Capital LLCActive

Slight overlap · 4 shared positions

$MDY $AFL $UNP $DOV

$3.1B

160 positions

#15FIDUCIENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$AON $MDY $DOV

$698M

153 positions

#16Orcam Financial GroupActive

Slight overlap · 4 shared positions

$MDY $AFL $DOV $EMR

$205M

105 positions

#17Sterling Capital Management LLCPassive

Slight overlap · 3 shared positions

$MSI $AFL $DOV

$5.9B

3,289 positions

#18DIAMOND HILL CAPITAL MANAGEMENT INCActive

Slight overlap · 3 shared positions

$AON $UNP $DOV

$12.5B

186 positions

#19Winthrop Partners - WNY, LLCPassive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$202M

87 positions

#20Keyes, Stange & Wooten Wealth Management, LLCActive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$251M

74 positions

#21Comprehensive Financial Consultants Institutional, Inc.Passive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$378M

205 positions

#22HARRELL INVESTMENT PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$461M

144 positions

#23Phoenix Wealth AdvisorsActive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$297M

129 positions

#24Tulsa Wealth Advisors, INCActive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$710M

166 positions

#25TMB Capital Partners, LLCPassive

Slight overlap · 3 shared positions

$MSI $UNP $CMI

$321M

177 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.