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 Comprehensive Financial Planning

13F Portfolio OverlapQ2 2026Comprehensive Financial Planning portfolio →

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Most similar hedge funds by 13F overlap

Comprehensive Financial Planning, Inc./PA is an institutional investor managing $188M across 427 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 Comprehensive Financial Planning are WIN ADVISORS, Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A., CMC Financial Group, with shared positions in $CRWD, $SNDK, $WDC, $ALAB, $BE, $MTZ. The full ranking of 25 similar funds is below.

#1WIN ADVISORS, INCActive

Notable overlap · 6 shared positions

$CRWD $SNDK $WDC $ALAB $BE $MTZ

$281M

75 positions

#2Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active

Notable overlap · 4 shared positions

$CRWD $SNDK $WDC $WM

$1.8B

43 positions

#3CMC Financial GroupActive

Notable overlap · 5 shared positions

$SNDK $WDC $CRWD $BAH $ALAB

$52M

45 positions

#4VMS Asset Management LimitedActive

Notable overlap · 4 shared positions

$SNDK $CRWD $WDC $BE

$264M

32 positions

#5Markin Volterra Fund LPActive

Notable overlap · 6 shared positions

$SNDK $WDC $PLTR $CRWD $APH $NVT

$147M

69 positions

#6Retireful, LLCPassive

Notable overlap · 6 shared positions

$SNDK $WDC $CRWD $ALAB $MTZ $NVT

$116M

86 positions

#7UNICOM Systems, Inc.Active

Notable overlap · 4 shared positions

$SNDK $WDC $PLTR $BE

$1.5B

39 positions

#8PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$CRWD $WDC $PLTR $ALAB $BE

$165M

86 positions

#9Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$SNDK $CRWD $WDC $BE

$132M

45 positions

#10Dedeker Financial LLCActive

Some overlap · 4 shared positions

$CRWD $WDC $PLTR $ALAB

$176M

56 positions

#11Rakuten Securities, Inc.Active

Some overlap · 5 shared positions

$SNDK $PLTR $WDC $ALAB $BE

$430M

914 positions

#12BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$SNDK $WDC $CRWD

$543M

140 positions

#13Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$SNDK $WDC $CRWD $PLTR

$251M

74 positions

#14Kultura Capital Management LPActive

Some overlap · 4 shared positions

$SNDK $CRWD $PLTR $BE

$553M

66 positions

#15GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$CRWD $SNDK $PLTR $FROG

$334M

40 positions

#16Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$SNDK $WDC $BE $MTZ $DY $NVT

$201M

75 positions

#17Benchmark Investment Advisors LLCActive

Some overlap · 4 shared positions

$SNDK $CRWD $PLTR $APH

$228M

70 positions

#18Clear Street Group Inc.Active

Some overlap · 5 shared positions

$SNDK $WDC $PLTR $ALAB $BE

$39.5B

1,414 positions

#19Whale Rock Capital Management LLCActive

Some overlap · 5 shared positions

$SNDK $WDC $ALAB $BE $FROG

$12.5B

35 positions

#20IAM Advisory, LLCActive

Some overlap · 6 shared positions

$SNDK $WM $PLTR $RSG $BE $NVT

$513M

107 positions

#21Cache Advisors, LLCActive

Some overlap · 4 shared positions

$SNDK $WDC $PLTR $CRWD

$1.6B

162 positions

#22WT Asset Management LtdActive

Some overlap · 3 shared positions

$SNDK $WDC $ALAB

$5.1B

29 positions

#23Central Asset Investments & Management Holdings (HK) LtdActive

Some overlap · 3 shared positions

$SNDK $WDC $ALAB

$253M

20 positions

#24CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$SNDK $WDC $ALAB

$520M

258 positions

#25Fedenia Advisers LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $PLTR

$425M

121 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.