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 Causey Wealth

13F Portfolio OverlapQ2 2026Causey Wealth portfolio →

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Most similar hedge funds by 13F overlap

Causey Wealth LLC is an institutional investor managing $256M across 83 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 Causey Wealth are China Universal Asset , Ltd., Harvest Portfolios Group, D L CARLSON INVESTMENT GROUP, with shared positions in $AMGN, $WDC, $IAUM, $SNDK, $ASML, $BMY. The full ranking of 25 similar funds is below.

#1China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$AMGN $WDC $IAUM $SNDK $ASML

$1.7B

513 positions

#2Harvest Portfolios Group Inc.Active

Some overlap · 4 shared positions

$AMGN $BMY $ISRG $SYK

$7.1B

267 positions

#3D L CARLSON INVESTMENT GROUP INCActive

Some overlap · 4 shared positions

$AMGN $ISRG $SYK $SNDK

$628M

133 positions

#4Roehl & Yi Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$WDC $AMGN $SNDK $ASML

$304M

194 positions

#5Wolff Financial Management LLCActive

Some overlap · 4 shared positions

$WDC $SYK $BMY $SNDK

$501M

106 positions

#6SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 3 shared positions

$IAUM $ISRG $SYK

$2.1B

218 positions

#7Silvant Capital Management LLCActive

Some overlap · 4 shared positions

$WDC $ISRG $SNDK $ASML

$3.4B

385 positions

#8TWO SIGMA INVESTMENTS, LPPassive

Some overlap · 5 shared positions

$WDC $ISRG $ASML $BMY $SNDK

$138.1B

5,017 positions

#9SeaBridge Investment Advisors LLCPassive

Some overlap · 4 shared positions

$AMGN $SYK $SNDK $ASML

$692M

188 positions

#10SITTNER & NELSON, LLCPassive

Some overlap · 4 shared positions

$AMGN $SYK $ASML $BMY

$318M

614 positions

#11BOURNE LENT ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$AMGN $BMY $ISRG

$289M

65 positions

#12Arlington Financial Advisors, LLCActive

Slight overlap · 5 shared positions

$AMGN $ISRG $ASML $SNDK $WDC

$787M

107 positions

#13Castleview Partners, LLCPassive

Slight overlap · 3 shared positions

$AMGN $BMY $SYK

$228M

223 positions

#14Owl Creek Wealth Partners LLCPassive

Slight overlap · 4 shared positions

$IAUM $ASML $SNDK $WDC

$342M

1,289 positions

#15Permanens Capital L.P.Active

Slight overlap · 3 shared positions

$IAUM $MUFG $ASML

$972M

100 positions

#16Bayesian Capital Management, LPPassive

Slight overlap · 4 shared positions

$ISRG $BMY $SNDK $ASML

$156M

223 positions

#17McGuire Investment Group, LLCActive

Slight overlap · 4 shared positions

$ISRG $SYK $ASML $AMGN

$1.1B

137 positions

#18Bellevue Group AGActive

Slight overlap · 3 shared positions

$AMGN $ISRG $SYK

$4.8B

148 positions

#19SECTORAL ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$AMGN $ISRG $SYK

$143M

82 positions

#20Carnegie Lake Advisors LLCPassive

Slight overlap · 3 shared positions

$AMGN $ISRG $SYK

$268M

168 positions

#21CENTRAL BANK & TRUST COActive

Slight overlap · 3 shared positions

$AMGN $ISRG $SYK

$705M

185 positions

#22Petros Family Wealth, LLCPassive

Slight overlap · 3 shared positions

$AMGN $ISRG $SYK

$164M

134 positions

#23Range Financial Group LLCPassive

Slight overlap · 3 shared positions

$WDC $AMGN $SNDK

$366M

206 positions

#24Jeter Robert S IIActive

Slight overlap · 3 shared positions

$WDC $AMGN $SNDK

$104M

47 positions

#25STANCE CAPITAL LLCPassive

Slight overlap · 3 shared positions

$WDC $AMGN $SNDK

$328M

340 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.