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Hedge Funds Similar to Catalyst Investment

13F Portfolio OverlapQ2 2026Catalyst Investment portfolio →
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Most similar hedge funds by 13F overlap

Catalyst Investment Management LLC is an institutional investor managing $110M across 73 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 Investment are PARTNERS INVESTMENT GROUP, LLP, Orcam Financial Group, GoalFusion Wealth, with shared positions in $DOV, $DE, $IAU, $SCHW, $NEE, $DELL. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Substantial overlap · 4 shared positions
$DOV$DE$IAU$SCHW
$2.8B
186 positions
#2Orcam Financial GroupActive
Notable overlap · 3 shared positions
$DOV$IAU$DE
$205M
105 positions
#3GoalFusion Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$DOV$NEE$DELL
$248M
32 positions
#4Highland Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$DE$IAU
$229M
734 positions
#5Disciplina Capital Management LLCSmart money
Notable overlap · 3 shared positions
$DOV$SCHW$AJG
$968M
68 positions
#6Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$LMT
$3.4B
392 positions
#7Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$DE$NEE
$1.1B
106 positions
#8PLANNING DIRECTIONS INCActive
Notable overlap · 4 shared positions
$DOV$DE$NEE$DELL
$216M
110 positions
#9Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$DOV$DE$MS$LMT
$336M
121 positions
#10Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$MS$SCHW
$151M
58 positions
#11Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$DE$MS
$397M
146 positions
#12Downshift Financial, LLCPassive
Notable overlap · 3 shared positions
$DOV$NEE$IAU
$223M
668 positions
#13PROFFITT & GOODSON INCActive
Notable overlap · 3 shared positions
$DOV$SCHW$NEE
$728M
298 positions
#14New England Private Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$DOV$IAU$BAH
$1.0B
205 positions
#15Gutierrez Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$DOV$BAH$DE
$173M
70 positions
#16Inscription Capital, LLCPassive
Notable overlap · 3 shared positions
$DOV$IAU$DELL
$1.1B
791 positions
#17Evelyn Partners Asset Management Ltd
Notable overlap · 3 shared positions
$DOV$IAU$RIO
$406M
308 positions
#18MidAtlantic Capital Management, Inc.Active
Notable overlap · 3 shared positions
$DOV$DE$BAH
$161M
86 positions
#19Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$IAU$SCHW
$637M
125 positions
#20New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$DE$IAU
$268M
50 positions
#21Independent Wealth Advisors LLCActive
Some overlap · 3 shared positions
$DOV$BAH$IAU
$111M
77 positions
#22Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$DOV$IAU$DE
$166M
570 positions
#23Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$NEE
$212M
171 positions
#24Frisch Financial Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$SCHW$MS
$583M
187 positions
#25CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DOV$BAH$LMT
$183M
146 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.