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Hedge Funds Similar to DEFINE FINANCIAL

13F Portfolio OverlapQ2 2026DEFINE FINANCIAL portfolio →
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Most similar hedge funds by 13F overlap

DEFINE FINANCIAL, LLC is an institutional investor managing $218M across 47 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 DEFINE FINANCIAL are COMPASS, JENSEN INVESTMENT, Suncoast Equity, with shared positions in $SYK, $MSI, $QCOM, $CTAS, $ABNB, $USB. The full ranking of 25 similar funds is below.

#1COMPASS CAPITAL MANAGEMENT, INCActive
Notable overlap · 4 shared positions
$SYK$MSI$QCOM$CTAS
$1.7B
91 positions
#2JENSEN INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$SYK$MSI$CTAS
$4.1B
83 positions
#3Suncoast Equity ManagementActive
Some overlap · 3 shared positions
$SYK$ABNB$CTAS
$798M
63 positions
#4Wolff Financial Management LLCActive
Some overlap · 3 shared positions
$SYK$QCOM$USB
$501M
106 positions
#5SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$SRE$QCOM$TTEK
$216M
78 positions
#6Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SYK$USB$QCOM
$1.2B
98 positions
#7DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$QCOM$MSI$SYK$CTAS
$1.8B
269 positions
#8SORA INVESTORS LLCPassive
Some overlap · 3 shared positions
$MSI$QCOM$ABNB
$1.3B
76 positions
#9Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$MSI$QCOM$USB
$47.7B
212 positions
#10ARWA LLCPassive
Some overlap · 3 shared positions
$CTAS$MSI$SYK
$241M
139 positions
#11CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$MSI$CTAS$SYK
$456M
67 positions
#12CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$SRE$STZ$USB
$2.3B
150 positions
#13COMGEST GLOBAL INVESTORS S.A.S.Active
Some overlap · 3 shared positions
$MSI$CTAS$SYK
$4.5B
55 positions
#14Legacy TrustPassive
Some overlap · 3 shared positions
$SYK$QCOM$USB
$566M
210 positions
#15GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 3 shared positions
$SRE$USB$ABNB
$2.2B
268 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$QCOM$USB$STZ
$1.2B
106 positions
#17Granite Group Advisors, LLCActive
Some overlap · 3 shared positions
$QCOM$USB$STZ
$169M
84 positions
#18AIMZ Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$QCOM$CTAS$SYK
$363M
153 positions
#19Wilian Securities, LLCPassive
Some overlap · 3 shared positions
$MSI$CTAS$SYK
$169M
89 positions
#20Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$USB$SYK$QCOM
$170M
61 positions
#21First Nebraska Trust CoActive
Some overlap · 3 shared positions
$QCOM$MSI$USB
$1.2B
231 positions
#22Cascade Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$USB$QCOM$ABNB
$183M
113 positions
#23Segment Wealth Management, LLCActive
Some overlap · 3 shared positions
$SYK$CTAS$MSI
$1.9B
312 positions
#2417 CAPITAL PARTNERS, LLCPassive
Some overlap · 3 shared positions
$QCOM$USB$MSI
$222M
176 positions
#25Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$SYK$QCOM$CTAS
$1.0B
200 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.