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 Farrell Financial

13F Portfolio OverlapQ2 2026Farrell Financial portfolio →

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Most similar hedge funds by 13F overlap

Farrell Financial LLC is an institutional investor managing $185M across 83 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 Farrell Financial are Centerline Wealth Advisors, LIFELONG WEALTH ADVISORS, Arnhold, with shared positions in $IAU, $UPS, $PEP, $GLW, $MRVL, $LITE. The full ranking of 25 similar funds is below.

#1Centerline Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $UPS $PEP

$319M

79 positions

#2LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $GLW $MRVL

$426M

99 positions

#3Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $LITE $MRVL $UBER

$1.4B

113 positions

#4ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $MRVL $GLW

$753M

223 positions

#5Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $UBER $PEP

$433M

79 positions

#6ROGCO, LPActive

Notable overlap · 3 shared positions

$IAU $MRVL $PEP

$327M

224 positions

#7TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $UBER $GLW

$983M

170 positions

#8Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$IAU $MRVL $PEP

$534M

406 positions

#9Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $PEP $MRVL

$276M

157 positions

#10BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $UPS $PEP

$342M

57 positions

#11AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $MRVL $GLW

$341M

176 positions

#12O'Keefe Stevens Advisory, Inc.Active

Some overlap · 4 shared positions

$L $MTB $GLW $UPS

$488M

81 positions

#13Stone House Investment Management, LLCActive

Some overlap · 3 shared positions

$IAU $CB $MRVL

$752M

1,339 positions

#14LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$L $CB $PEP

$273M

104 positions

#15Silverleafe Capital Partners, LLCActive

Some overlap · 3 shared positions

$IAU $MRVL $LITE

$367M

99 positions

#16Security Financial Services, INC.Active

Some overlap · 3 shared positions

$IAU $PEP $GLW

$721M

203 positions

#17SEEDS INVESTOR LLCPassive

Some overlap · 4 shared positions

$IAU $LITE $MRVL $GLW

$973M

379 positions

#18Ipsen Advisor Group LLCPassive

Some overlap · 3 shared positions

$IAU $UPS $PEP

$155M

107 positions

#19BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 3 shared positions

$MTB $CB $PEP

$2.5B

270 positions

#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $PEP $UBER

$760M

229 positions

#21Lifeworks Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $L $GLW

$955M

337 positions

#22PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$IAU $LITE $GLW

$462M

86 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 3 shared positions

$CB $IAU $PEP

$767M

184 positions

#24RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$MTB $UPS $PEP $GLW

$2.4B

181 positions

#25CACTI ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$CB $UPS $GLW $UBER

$2.0B

76 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.