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 Narus Financial Partners

13F Portfolio OverlapQ2 2026Narus Financial Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Narus Financial Partners, LLC is an institutional investor managing $389M across 177 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 Narus Financial Partners are MFA WEALTH ADVISORS, CJM Wealth Advisers, Ltd., Alhambra Investment Partners, with shared positions in $KLAC, $IAU, $QCOM, $CRWD, $TJX, $NOC. The full ranking of 25 similar funds is below.

#1MFA WEALTH ADVISORS, LLCActive

Slight overlap · 5 shared positions

$KLAC $IAU $QCOM $CRWD $TJX

$587M

99 positions

#2CJM Wealth Advisers, Ltd.Smart money

Slight overlap · 4 shared positions

$KLAC $IAU $QCOM $NOC

$381M

78 positions

#3Alhambra Investment Partners LLCPassive

Slight overlap · 4 shared positions

$KLAC $IAU $QCOM $TJX

$229M

182 positions

#4BXM Wealth LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $QCOM

$184M

163 positions

#5Madson Wealth Advisors IncActive

Slight overlap · 3 shared positions

$KLAC $IAU $QCOM

$147M

97 positions

#6PATTON FUND MANAGEMENT, INC.Passive

Slight overlap · 4 shared positions

$KLAC $IAU $EME $CRWD

$462M

86 positions

#7ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$KLAC $QCOM $IAU $EME

$401M

162 positions

#8Erste Asset Management GmbHPassive

Slight overlap · 4 shared positions

$KLAC $IAU $CRWD $TJX

$12.9B

871 positions

#9SIGMA INVESTMENT COUNSELORS INCActive

Slight overlap · 4 shared positions

$KLAC $IAU $CRWD $TJX

$2.1B

218 positions

#10Penserra Capital Management LLCPassive

Slight overlap · 4 shared positions

$KLAC $QCOM $NOC $CRWD

$13.0B

1,127 positions

#11Essential Investment Partners LLCPassive

Slight overlap · 4 shared positions

$KLAC $QCOM $CRWD $TJX

$125M

312 positions

#12HOWE & RUSLING INCPassive

Slight overlap · 4 shared positions

$KLAC $QCOM $CRWD $TJX

$1.7B

479 positions

#13Westover Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $EME

$602M

240 positions

#14Claro Advisors LLCPassive

Slight overlap · 4 shared positions

$KLAC $IAU $CRWD $TJX

$953M

533 positions

#15Capital Group Private Client Services, Inc.Active

Slight overlap · 3 shared positions

$KLAC $IAU $NOC

$7.1B

260 positions

#16Eagle Strategies LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $CRWD

$1.0B

273 positions

#17Alaethes Wealth, LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $CRWD

$345M

111 positions

#18Spire Wealth ManagementPassive

Slight overlap · 3 shared positions

$KLAC $IAU $CRWD

$3.3B

2,226 positions

#19Faithward Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $CRWD

$819M

339 positions

#20Argos Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$KLAC $IAU $CRWD

$378M

224 positions

#21TWIN PEAKS WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $CRWD

$442M

226 positions

#22Stegent Equity Advisors, Inc.Passive

Slight overlap · 3 shared positions

$KLAC $IAU $NOC

$140M

112 positions

#23BLUEDOOR PRIVATE WEALTH, LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $TJX

$238M

164 positions

#24Parcion Private Wealth LLCPassive

Slight overlap · 3 shared positions

$KLAC $IAU $TJX

$1.8B

529 positions

#25QUEST INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$KLAC $IAU $TJX

$856M

115 positions

Compare Narus Financial Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Narus Financial Partners’s holdings

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.