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Hedge Funds Similar to CATALYST FINANCIAL PARTNERS

13F Portfolio OverlapQ2 2026CATALYST FINANCIAL PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

CATALYST FINANCIAL PARTNERS LLC is an institutional investor managing $1.0B across 416 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 CATALYST FINANCIAL PARTNERS are INVENIO WEALTH PARTNERS, Advisory Alpha, GLOBALT Investments / GA, with shared positions in $STT, $KLAC, $PM, $KMB. The full ranking of 13 similar funds is below.

#1INVENIO WEALTH PARTNERS LLCActive
Notable overlap · 3 shared positions
$STT$KLAC$PM
$279M
89 positions
#2Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$KLAC$PM
$4.1B
571 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$KLAC$PM
$3.0B
213 positions
#4FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$STT$KLAC$PM
$622M
236 positions
#5AE Wealth Management LLCPassive
Slight overlap · 3 shared positions
$STT$KMB$PM
$21.5B
2,663 positions
#6SpringVest Wealth Management LLCActive
Slight overlap · 3 shared positions
$STT$KLAC$PM
$159M
74 positions
#7CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 3 shared positions
$STT$KMB$PM
$1.5B
184 positions
#8AMICA MUTUAL INSURANCE COActive
Slight overlap · 3 shared positions
$STT$KLAC$PM
$1.2B
142 positions
#9Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$STT$KLAC$PM
$258M
228 positions
#10Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$STT$KLAC$PM
$259M
233 positions
#11CARY STREET PARTNERS INVESTMENT ADVISORY LLCPassive
Slight overlap · 3 shared positions
$STT$KLAC$PM
$494M
758 positions
#12Optimist Retirement Group LLCActive
Slight overlap · 3 shared positions
$KMB$KLAC$PM
$259M
118 positions
#13CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Slight overlap · 3 shared positions
$KLAC$PM$STT
$284M
96 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.