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 Financial Insights

13F Portfolio OverlapQ2 2026Financial Insights portfolio →

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Most similar hedge funds by 13F overlap

Financial Insights, Inc. is an institutional investor managing $380M across 147 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 Financial Insights are InvesTrust, Cohen Investment Advisors, MORGAN DEMPSEY, with shared positions in $SBUX, $MCD, $WFC, $VZ, $BA, $SGOL. The full ranking of 25 similar funds is below.

#1InvesTrustPassive

Some overlap · 5 shared positions

$SBUX $MCD $WFC $VZ $BA

$260M

95 positions

#2Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$SBUX $MCD $WFC $VZ $BA

$223M

81 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SBUX $MCD $WFC $VZ

$233M

122 positions

#4Bell & Brown Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SBUX $MCD $WFC $BA

$330M

73 positions

#5SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Slight overlap · 4 shared positions

$SBUX $MCD $WFC $VZ

$524M

174 positions

#6Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$SBUX $MCD $WFC

$412M

181 positions

#7Slagle Financial, LLCPassive

Slight overlap · 3 shared positions

$SBUX $MCD $WFC

$334M

127 positions

#8Lakeside Advisors, INC.Active

Slight overlap · 4 shared positions

$SBUX $MCD $WFC $BA

$159M

65 positions

#9Gibbs Wealth Management

Slight overlap · 5 shared positions

$MCD $WFC $SBUX $VZ $BA

$762M

433 positions

#10Cypress Capital, LLCActive

Slight overlap · 3 shared positions

$SBUX $MCD $SGOL

$370M

113 positions

#11MRWM Advisors, LLCActive

Slight overlap · 3 shared positions

$SBUX $MCD $SGOL

$243M

80 positions

#12Skyline Advisors, Inc.Active

Slight overlap · 4 shared positions

$SBUX $SGOL $WFC $BA

$319M

123 positions

#13Phillips Wealth Planners LLCPassive

Slight overlap · 3 shared positions

$MCD $SBUX $WFC

$136M

217 positions

#14HRC WEALTH MANAGEMENT, LLCSmart money

Slight overlap · 4 shared positions

$SBUX $WFC $VZ $BA

$244M

65 positions

#15DCM Advisors, LLCActive

Slight overlap · 4 shared positions

$MCD $WFC $VZ $BA

$253M

38 positions

#16ABNER HERRMAN & BROCK LLCActive

Slight overlap · 4 shared positions

$MCD $WFC $VZ $BA

$1.1B

111 positions

#17Financial Network Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$MCD $WFC $VZ $BA

$99M

858 positions

#18Pavion Blue Capital, LLCPassive

Slight overlap · 3 shared positions

$WFC $MCD $SBUX

$248M

111 positions

#19Coston, McIsaac & PartnersPassive

Slight overlap · 3 shared positions

$SBUX $MCD $VZ

$497M

948 positions

#20Slocum, Gordon & Co LLPPassive

Slight overlap · 3 shared positions

$SBUX $MCD $VZ

$151M

70 positions

#21Orographic Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$SBUX $MCD $VZ

$151M

105 positions

#22Smart Portfolios, LLC

Slight overlap · 3 shared positions

$SBUX $MCD $BA

$100M

99 positions

#23Dickmeyer Boyce Financial Management, Inc.Passive

Slight overlap · 3 shared positions

$SBUX $WFC $VZ

$193M

129 positions

#24Creekside PartnersPassive

Slight overlap · 3 shared positions

$MCD $WFC $SBUX

$276M

193 positions

#25JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$MCD $SBUX $VZ $BA

$128M

154 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.