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 Commonwealth Financial Services

13F Portfolio OverlapQ2 2026Commonwealth Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Commonwealth Financial Services, LLC is an institutional investor managing $744M across 317 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 Commonwealth Financial Services are LEGACY FINANCIAL INDEPENDENT ADVISORS, Archer Investment, First Pacific Financial, with shared positions in $AEP, $LMT, $ASML, $CRWD, $PFE, $PWR. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive

Slight overlap · 4 shared positions

$AEP $LMT $ASML $CRWD

$213M

124 positions

#2Archer Investment CorpPassive

Slight overlap · 4 shared positions

$AEP $LMT $PFE $PWR

$508M

1,236 positions

#3First Pacific FinancialPassive

Slight overlap · 4 shared positions

$AEP $ASML $CRWD $PFE

$839M

510 positions

#4Taylor Financial Group, Inc.Active

Slight overlap · 4 shared positions

$AEP $LMT $PPG $CSX

$182M

103 positions

#5Hollow Brook Wealth Management LLCActive

Slight overlap · 4 shared positions

$AEP $ASML $PFE $PWR

$504M

78 positions

#6Soltis Investment Advisors LLCPassive

Slight overlap · 3 shared positions

$AEP $LMT $ASML

$1.8B

648 positions

#7Granite Group Advisors, LLCActive

Slight overlap · 3 shared positions

$AEP $LMT $ASML

$169M

84 positions

#8Werlinich Asset Management, LLCActive

Slight overlap · 4 shared positions

$LMT $ASML $CRWD $PFE

$262M

58 positions

#9Traynor Capital Management, Inc.Active

Slight overlap · 4 shared positions

$LMT $ASML $CRWD $PWR

$2.2B

369 positions

#10Western Financial Corp/CAActive

Slight overlap · 4 shared positions

$LMT $ASML $CRWD $PWR

$341M

132 positions

#11Patrick Mauro Investment Advisor, INC.Active

Slight overlap · 3 shared positions

$AEP $LMT $PFE

$199M

38 positions

#12Slocum, Gordon & Co LLPPassive

Slight overlap · 3 shared positions

$AEP $LMT $PFE

$151M

70 positions

#13Willis Investment CounselActive

Slight overlap · 3 shared positions

$AEP $LMT $PFE

$2.1B

125 positions

#14Welch Group, LLCPassive

Slight overlap · 3 shared positions

$AEP $LMT $PFE

$2.9B

326 positions

#15Stockman Wealth Management, Inc.Passive

Slight overlap · 4 shared positions

$LMT $ASML $PFE $PWR

$968M

178 positions

#16Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$AEP $LMT $PWR

$1.3B

54 positions

#17INVESTMENT PARTNERS, LTD.Passive

Slight overlap · 3 shared positions

$AEP $ASML $CRWD

$320M

167 positions

#18Allen Capital Group, LLCPassive

Slight overlap · 3 shared positions

$AEP $ASML $PFE

$1.2B

319 positions

#19MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Slight overlap · 3 shared positions

$AEP $LMT $PWR

$188M

513 positions

#20Papamarkou Wellner Asset Management inc.Passive

Slight overlap · 3 shared positions

$LMT $UBSI $ASML

$159M

75 positions

#21CDKV HOLDINGS LLCActive

Slight overlap · 4 shared positions

$LMT $PFE $CSX $PWR

$128M

276 positions

#22Sand Hill Global Advisors, LLCActive

Slight overlap · 3 shared positions

$AEP $ASML $PWR

$3.3B

214 positions

#23SIGNET FINANCIAL MANAGEMENT, LLC

Slight overlap · 3 shared positions

$AEP $ASML $PWR

$892M

299 positions

#24Chronos Wealth Management, LLCActive

Slight overlap · 4 shared positions

$LMT $ASML $CSX $AEP

$225M

38 positions

#25Miller Financial Services LLCPassive

Slight overlap · 3 shared positions

$AEP $CRWD $PPG

$124M

142 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.