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 CLIENT 1ST ADVISORY GROUP

13F Portfolio OverlapQ2 2026CLIENT 1ST ADVISORY GROUP portfolio →

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Most similar hedge funds by 13F overlap

CLIENT 1ST ADVISORY GROUP, LLC is an institutional investor managing $384M across 144 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 CLIENT 1ST ADVISORY GROUP are Independence Wealth Advisors, Oregon Pacific Wealth, SPWM Advisors, with shared positions in $BKNG, $COR, $IQV, $PM, $SCHW, $ELV. The full ranking of 25 similar funds is below.

#1Independence Wealth Advisors, LLCActive

Some overlap · 8 shared positions

$BKNG $COR $IQV $PM $SCHW $ELV

$199M

85 positions

#2Oregon Pacific Wealth Management, LLCPassive

Some overlap · 7 shared positions

$BKNG $COR $IQV $PM $SCHW $ELV

$107M

115 positions

#3SPWM Advisors LLCActive

Some overlap · 7 shared positions

$BKNG $IQV $PM $SCHW $ELV $DIS

$108M

90 positions

#4Voya Financial Advisors, Inc.Smart money

Some overlap · 7 shared positions

$BKNG $IQV $PM $SCHW $ELV $DIS

$1.1B

208 positions

#5Trajan Wealth LLCActive

Some overlap · 6 shared positions

$BKNG $COR $IQV $PM $SCHW $ELV

$2.6B

152 positions

#6CRUX WEALTH ADVISORSPassive

Some overlap · 6 shared positions

$BKNG $IQV $PM $SCHW $ELV $DIS

$289M

192 positions

#7One Wealth Map LLCActive

Some overlap · 6 shared positions

$BKNG $IQV $SCHW $COR $ELV $DIS

$220M

106 positions

#8Cape Investment Advisory, Inc.Passive

Some overlap · 6 shared positions

$BKNG $IQV $SO $SCHW $ELV $DIS

$374M

1,449 positions

#9Van Diest Capital, LLCPassive

Some overlap · 6 shared positions

$BKNG $PM $SCHW $IQV $ELV $QCOM

$112M

176 positions

#10Tranquilli Financial Advisor LLCPassive

Some overlap · 6 shared positions

$BKNG $PM $SCHW $IQV $ELV $QCOM

$186M

135 positions

#11Unique Wealth Strategies, LLCPassive

Some overlap · 6 shared positions

$BKNG $PM $IQV $ELV $DIS $QCOM

$275M

223 positions

#12TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$BKNG $IQV $PM $SCHW $ELV

$143M

104 positions

#13HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$BKNG $SO $PM $SCHW $ELV

$323M

168 positions

#14PARTHENON LLCActive

Some overlap · 5 shared positions

$BKNG $DOV $SCHW $DIS $PM

$962M

133 positions

#15Investment Research & Advisory Group, Inc.Active

Some overlap · 5 shared positions

$BKNG $IQV $PM $SCHW $SBUX

$324M

314 positions

#16SWP Investment Management LLCPassive

Some overlap · 5 shared positions

$BKNG $COR $PM $NEE $UNP

$145M

43 positions

#17Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 5 shared positions

$DOV $BKNG $PM $SCHW $ELV

$637M

125 positions

#18Foyston, Gordon, & Payne IncPassive

Some overlap · 5 shared positions

$BKNG $IQV $PM $QCOM $UNP

$468M

68 positions

#19Wilson & Boucher Capital Management, LLC

Some overlap · 6 shared positions

$DOV $SCHW $NEE $QCOM $UNP $SBUX

$170M

121 positions

#20BRIAN LOW FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$BKNG $COR $PM $NEE $UNP

$171M

116 positions

#21Constant Guidance Financial LLCActive

Some overlap · 5 shared positions

$BKNG $SO $SCHW $DIS $PM

$159M

67 positions

#22Strategic Wealth Partners, Ltd.Passive

Some overlap · 5 shared positions

$BKNG $COR $PM $NEE $UNP

$1.6B

1,462 positions

#23Coston, McIsaac & PartnersPassive

Some overlap · 5 shared positions

$DOV $SO $PM $NEE $SBUX

$497M

948 positions

#24Verus Financial Partners, Inc.Smart money

Some overlap · 5 shared positions

$DOV $SO $PM $ELV $QCOM

$1.2B

127 positions

#25Wealth Management NebraskaSmart money

Some overlap · 5 shared positions

$DOV $PM $SO $NEE $UNP

$1.1B

106 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.