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 Confluence Wealth Services

13F Portfolio OverlapQ2 2026Confluence Wealth Services portfolio →

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Most similar hedge funds by 13F overlap

Confluence Wealth Services, Inc. is an institutional investor managing $3.5B across 476 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 Confluence Wealth Services are Phoenix Wealth Advisors, LOWE BROCKENBROUGH, Clear Trail Advisors, with shared positions in $ETN, $MPC, $CB, $AMGN, $ADI, $PEP. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Some overlap · 7 shared positions

$ETN $MPC $CB $AMGN $ADI $PEP

$297M

129 positions

#2LOWE BROCKENBROUGH & CO INCActive

Some overlap · 7 shared positions

$ETN $KLAC $PNC $AMGN $CB $PEP

$2.2B

341 positions

#3Clear Trail Advisors, LLCPassive

Some overlap · 7 shared positions

$ETN $MPC $CB $AMGN $ADI $NEE

$655M

161 positions

#4BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$ETN $CB $DE $AMGN $ADI $PEP

$8.0B

1,334 positions

#5Heritage Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$ETN $CB $KLAC $DE $ADI $PM

$401M

272 positions

#6Valley Brook Capital Group, Inc.Passive

Some overlap · 6 shared positions

$MPC $KLAC $PNC $DE $AMGN $NEE

$176M

120 positions

#7Winthrop Partners - WNY, LLCPassive

Some overlap · 6 shared positions

$ETN $MPC $CB $ADI $PM $NEE

$202M

87 positions

#8NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ETN $CB $DE $ADI $PEP $NEE

$381M

144 positions

#9FourThought Financial Partners, LLCPassive

Some overlap · 6 shared positions

$CB $KLAC $PNC $AMGN $PEP $NEE

$1.3B

393 positions

#10Kennebec Savings BankPassive

Some overlap · 6 shared positions

$ETN $CB $PNC $PEP $PM $NEE

$125M

284 positions

#11JGP Wealth Management, LLCActive

Some overlap · 6 shared positions

$KLAC $PNC $AMGN $ADI $PEP $NEE

$1.1B

231 positions

#12OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 6 shared positions

$ETN $CB $AMGN $PEP $PM $NEE

$329M

323 positions

#13CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$ETN $MPC $CB $KLAC $PEP

$1.3B

88 positions

#14Meadow Creek Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$ETN $CB $KLAC $MPC $ADI

$164M

139 positions

#15Teamwork Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$ETN $KLAC $PNC $DE $PM

$1.1B

215 positions

#16Vivid Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ETN $KLAC $PNC $DE $PM

$284M

73 positions

#17FIRST NATIONAL BANK OF OMAHAPassive

Some overlap · 6 shared positions

$KLAC $ETN $AMGN $PEP $PM $NEE

$3.5B

505 positions

#18COLTON GROOME FINANCIAL ADVISORS, LLCActive

Some overlap · 5 shared positions

$ETN $KLAC $PNC $AMGN $PEP

$414M

164 positions

#19Fruth Investment ManagementPassive

Some overlap · 5 shared positions

$ETN $MPC $DE $ADI $PEP

$421M

225 positions

#20Peterson Wealth ServicesPassive

Some overlap · 5 shared positions

$ETN $MPC $CB $ADI $PM

$459M

245 positions

#21LightSquare Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ETN $MPC $CB $ADI $NEE

$145M

104 positions

#22HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 5 shared positions

$ETN $MPC $CB $ADI $NEE

$461M

144 positions

#23Tulsa Wealth Advisors, INCActive

Some overlap · 5 shared positions

$ETN $MPC $CB $ADI $NEE

$710M

166 positions

#24Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 5 shared positions

$ETN $MPC $CB $ADI $NEE

$251M

74 positions

#25CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 5 shared positions

$ETN $MPC $CB $ADI $NEE

$1.0B

300 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.