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 Buttonwood Financial Advisors

13F Portfolio OverlapQ2 2026Buttonwood Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Buttonwood Financial Advisors Inc. is an institutional investor managing $329M across 110 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 Buttonwood Financial Advisors are Warther Private Wealth, GRAYBILL WEALTH , LTD., Ironwood Investment Counsel, with shared positions in $ASML, $NOW, $SCHW, $BN, $FISV, $FICO. The full ranking of 25 similar funds is below.

#1Warther Private Wealth, LLCActive

Notable overlap · 8 shared positions

$ASML $NOW $SCHW $BN $FISV $FICO

$456M

50 positions

#2GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Notable overlap · 8 shared positions

$ASML $NOW $CNQ $BN $FISV $DIS

$372M

82 positions

#3Ironwood Investment Counsel, LLCPassive

Notable overlap · 9 shared positions

$TER $SCHW $AXP $BUD $DIS $NOW

$762M

267 positions

#4BARR E S & COActive

Notable overlap · 6 shared positions

$MKL $SCHW $BN $AXP $ADBE $PEP

$1.8B

112 positions

#5LATHROP INVESTMENT MANAGEMENT COActive

Notable overlap · 5 shared positions

$TER $MKL $SCHW $ADBE $DIS

$565M

89 positions

#6ClearAlpha Technologies LPPassive

Notable overlap · 5 shared positions

$TER $ASML $SPGI $EMR $BLK

$58M

79 positions

#7WINSLOW ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$TER $SCHW $AXP $DIS

$575M

82 positions

#8Poehling Capital Management, INC.Passive

Notable overlap · 6 shared positions

$MKL $SCHW $FISV $DIS $PEP $HSY

$466M

166 positions

#9Ervin Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $ASML $BN $AXP

$184M

47 positions

#10Biondo Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$ASML $NOW $FICO $EMR $LMT $LOW

$817M

89 positions

#11SCHARF INVESTMENTS, LLCActive

Notable overlap · 7 shared positions

$MKL $BN $ADBE $DIS $LMT $HSY

$3.0B

79 positions

#12Lafayette Investments, Inc.Active

Notable overlap · 7 shared positions

$MKL $SCHW $LMT $ASML $PEP $DIS

$542M

162 positions

#13Lincoln Capital LLCActive

Notable overlap · 8 shared positions

$MKL $AXP $SCHW $DIS $CPRT $MCD

$562M

137 positions

#14FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MKL $MCHP $BN $SPGI

$4.8B

92 positions

#15Bowie Capital Management, LLCActive

Notable overlap · 5 shared positions

$ASML $SPGI $CPRT $FICO $NOW

$2.4B

37 positions

#16FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Notable overlap · 5 shared positions

$ASML $NOW $SCHW $SPGI $DIS

$118M

56 positions

#17Bristlecone Value Partners, LLCActive

Notable overlap · 6 shared positions

$MKL $BUD $AXP $DIS $PEP $LOW

$124M

70 positions

#18ENGLISH CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$ARW $ASML $MKL

$217M

36 positions

#19Advocacy Wealth Management, LLCActive

Notable overlap · 5 shared positions

$ASML $NOW $SCHW $SPGI $LOW

$2.8B

151 positions

#20INKWELL CAPITAL LLCActive

Notable overlap · 5 shared positions

$MKL $SCHW $AXP $DIS $HSY

$96M

31 positions

#21GoodHaven Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$ARW $MKL $BN

$318M

26 positions

#22Elevated Private Wealth, LLCPassive

Notable overlap · 6 shared positions

$SCHW $ASML $FISV $ADBE $NOW $PEP

$106M

76 positions

#23United Asset Strategies, Inc.Passive

Notable overlap · 6 shared positions

$ASML $SCHW $NOW $CSGP $SPGI $LMT

$1.4B

259 positions

#24CLOVERFIELDS CAPITAL GROUP, LPPassive

Some overlap · 5 shared positions

$SCHW $ASML $SPGI $BN $FISV

$331M

90 positions

#25Trust Co of KansasActive

Some overlap · 6 shared positions

$ASML $NOW $DIS $LMT $LOW $PEP

$195M

59 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.