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 Carr Financial Group

13F Portfolio OverlapQ2 2026Carr Financial Group portfolio →

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Most similar hedge funds by 13F overlap

Carr Financial Group Corp is an institutional investor managing $434M across 182 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 Carr Financial Group are Community Financial Services Group, Vivid Wealth, Teamwork Financial Advisors, with shared positions in $AXP, $PH, $ANET, $LIN, $PNC, $ETN. The full ranking of 25 similar funds is below.

#1Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$AXP $PH $ANET $LIN $PNC $ETN

$686M

532 positions

#2Vivid Wealth Management, LLCPassive

Some overlap · 6 shared positions

$AXP $ANET $PWR $PNC $NOW $ETN

$284M

73 positions

#3Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $ANET $PWR $PNC $NOW $ETN

$1.1B

215 positions

#4Sun Financial IncPassive

Some overlap · 6 shared positions

$AXP $ANET $PWR $PNC $NOW $ETN

$212M

161 positions

#5BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$AXP $ANET $PWR $PNC $NOW $ETN

$414M

106 positions

#6EASTERN BANKPassive

Some overlap · 6 shared positions

$ANET $AXP $PH $LIN $PNC $ETN

$6.5B

1,038 positions

#7Longbow Finance SAPassive

Some overlap · 5 shared positions

$AXP $PH $ANET $PWR $CMI

$782M

59 positions

#8RFG - Bristol Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$AXP $PH $LIN $CMI $ETN

$414M

188 positions

#9Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$AXP $ANET $LIN $NOW $ETN

$115M

89 positions

#10Northern Financial Advisors IncPassive

Some overlap · 5 shared positions

$AXP $AMGN $CMI $NOW $ETN

$151M

100 positions

#11Bradyco, Inc.Active

Some overlap · 5 shared positions

$AXP $ANET $LIN $ETN $NOW

$87M

33 positions

#12Moran Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PH $ANET $LIN $PWR $ETN

$3.7B

491 positions

#13Mission Creek Capital Partners, Inc.Passive

Some overlap · 5 shared positions

$ANET $PWR $AMGN $LIN $ETN

$569M

231 positions

#14PFG Private Wealth Management, LLCActive

Some overlap · 4 shared positions

$SPCX $AXP $ANET $PWR

$231M

75 positions

#15DAYMARK WEALTH PARTNERS, LLCPassive

Some overlap · 5 shared positions

$AMGN $PH $PWR $PNC $ETN

$4.1B

810 positions

#16Fragasso Group Inc.Active

Some overlap · 5 shared positions

$PH $AMGN $PWR $PNC $ANET

$1.9B

361 positions

#17Bank OZKPassive

Some overlap · 4 shared positions

$AXP $AMGN $ANET $PWR

$337M

159 positions

#18Asio Capital, LLCActive

Some overlap · 4 shared positions

$AXP $PH $ANET $PWR

$781M

109 positions

#19Parcion Private Wealth LLCPassive

Some overlap · 5 shared positions

$AMGN $LIN $CMI $ETN $PNC

$1.8B

529 positions

#20SCOPUS ASSET MANAGEMENT, L.P.Passive

Some overlap · 4 shared positions

$SPCX $PH $PWR $LIN

$7.1B

265 positions

#21Whitaker-Myers Wealth Managers, LTD.Active

Some overlap · 4 shared positions

$PH $AMGN $ANET $PWR

$599M

113 positions

#22HM PAYSON & COActive

Some overlap · 5 shared positions

$AMGN $PH $CMI $AXP $ETN

$7.5B

1,139 positions

#23Sawyer & Company, IncPassive

Some overlap · 4 shared positions

$AXP $AMGN $ANET $ETN

$298M

202 positions

#24MOR Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IBRX $PWR $PNC $ANET

$251M

122 positions

#25Carl P. Sherr & Co., LLCPassive

Some overlap · 4 shared positions

$AXP $AMGN $ANET $ETN

$239M

134 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.