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 Napier Financial

13F Portfolio OverlapQ2 2026Napier Financial portfolio →

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Most similar hedge funds by 13F overlap

Napier Financial, LLC is an institutional investor managing $480M across 472 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 Napier Financial are Plum Street Advisors, PENOBSCOT WEALTH, Verde Servicos Internacionais S.A., with shared positions in $GLDM, $TMO, $MUFG, $NU, $BA, $VZ. The full ranking of 25 similar funds is below.

#1Plum Street Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $TMO $MUFG

$313M

107 positions

#2PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $MUFG $TMO

$388M

120 positions

#3Verde Servicos Internacionais S.A.Active

Notable overlap · 3 shared positions

$GLDM $NU $BA

$294M

41 positions

#4NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$GLDM $MUFG $VZ

$838M

122 positions

#5R. W. Roge & Company, Inc.Active

Notable overlap · 3 shared positions

$GLDM $MUFG $NOC

$239M

69 positions

#6Chatterton & Associates Inc.Active

Notable overlap · 4 shared positions

$GLDM $BA $MRVL $NOC

$170M

101 positions

#7Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $MDY $VZ

$211M

77 positions

#8Roan Capital PartnersActive

Notable overlap · 3 shared positions

$GLDM $MDY $CSX

$137M

78 positions

#9Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $BA $VZ

$1.3B

543 positions

#10RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 3 shared positions

$GLDM $MDY $MUFG

$581M

172 positions

#11Walkner Condon Financial Advisors LLCPassive

Some overlap · 3 shared positions

$GLDM $NU $MRVL

$871M

344 positions

#12Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $TMO $GD

$412M

181 positions

#13GOULD ASSET MANAGEMENT LLC /CA/Smart money

Some overlap · 3 shared positions

$GLDM $MDY $MUFG

$635M

176 positions

#14KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 4 shared positions

$GLDM $BA $VZ $CARR

$134M

103 positions

#15Shira Ridge Wealth ManagementActive

Some overlap · 3 shared positions

$GLDM $MRVL $VZ

$288M

83 positions

#16ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$GLDM $MDY $TMO $MRVL

$709M

91 positions

#17M. Kraus & CoPassive

Some overlap · 4 shared positions

$TMO $VZ $CARR $MDY

$373M

83 positions

#18Carolina Wealth Management IncActive

Some overlap · 3 shared positions

$TMO $MDY $VZ

$217M

114 positions

#19PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 3 shared positions

$TMO $CARR $GD

$837M

90 positions

#20ENTRUST FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $MDY $BA

$154M

445 positions

#21Cohen Capital Management, Inc.Active

Some overlap · 3 shared positions

$TMO $CSX $CARR

$717M

154 positions

#22Pitcairn Wealth Advisors LLCActive

Some overlap · 5 shared positions

$GLDM $MUFG $MRVL $MDY $CSX

$913M

281 positions

#23Livet Wealth, LLCActive

Some overlap · 7 shared positions

$MUFG $NU $GLDM $MDY $BA $VZ

$180M

119 positions

#24Horst & Graben Wealth Management LLCActive

Some overlap · 3 shared positions

$GLDM $MUFG $MRVL

$760M

205 positions

#25Wealth Advisory Solutions, LLCPassive

Some overlap · 3 shared positions

$GLDM $MRVL $MDY

$484M

149 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.