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 PFS Partners

13F Portfolio OverlapQ2 2026PFS Partners portfolio →

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Most similar hedge funds by 13F overlap

PFS Partners, LLC is an institutional investor managing $247M across 599 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 PFS Partners are Precision Wealth Strategies, S&T BANK, Camarda Financial Advisors, with shared positions in $WDC, $SNDK, $MAR, $GLW, $VZ, $HON. The full ranking of 25 similar funds is below.

#1Precision Wealth Strategies, LLCPassive

Notable overlap · 4 shared positions

$WDC $SNDK $MAR $GLW

$332M

170 positions

#2S&T BANK/PAPassive

Notable overlap · 3 shared positions

$SNDK $WDC $VZ

$333M

445 positions

#3Camarda Financial Advisors, LLC

Notable overlap · 5 shared positions

$SNDK $WDC $MAR $HON $HONA

$331M

122 positions

#4UNICOM Systems, Inc.Active

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$1.5B

39 positions

#5VMS Asset Management LimitedPassive

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$315M

33 positions

#6TB Alternative Assets Ltd.Active

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$623M

34 positions

#7Williamson Legacy Group, LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$201M

75 positions

#8Anther Capital LtdSmart money

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$3.9B

21 positions

#9Grand Alliance Asset Management LtdActive

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$167M

15 positions

#10Ironvine Capital Partners, LLCActive

Notable overlap · 3 shared positions

$HEI $HONA $HON

$1.1B

57 positions

#11LifePlan Investment Advisors, Inc.Passive

Notable overlap · 3 shared positions

$SNDK $WDC $TXN

$291M

131 positions

#12Markin Volterra Fund LPActive

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$147M

69 positions

#13Fedenia Advisers LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $GLW

$421M

459 positions

#14Midwest Financial Partners Investments, Inc.Active

Some overlap · 3 shared positions

$HEI $HON $HONA

$241M

80 positions

#15STEVENS CAPITAL MANAGEMENT LPPassive

Some overlap · 3 shared positions

$SNDK $WDC $T

$417M

213 positions

#16Retireful, LLCPassive

Some overlap · 4 shared positions

$WDC $SNDK $GLW $TXN

$107M

81 positions

#17Stone Wealth PartnersActive

Some overlap · 3 shared positions

$WDC $SNDK $GLW

$137M

63 positions

#18XN LPActive

Some overlap · 3 shared positions

$WDC $HEI $GLW

$3.8B

27 positions

#19Nearwater Capital Markets, LtdActive

Some overlap · 4 shared positions

$SNDK $HON $HONA $TXN

$5.8B

100 positions

#20Whale Rock Capital Management LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $GLW

$12.5B

35 positions

#21Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$SNDK $WDC $GLW $TXN

$132M

45 positions

#22Blue Whale Capital LLPActive

Some overlap · 3 shared positions

$SNDK $HON $HONA

$3.2B

27 positions

#23Park Capital Management, LLC / WIPassive

Some overlap · 3 shared positions

$SNDK $WDC $GLW

$170M

161 positions

#24Telemark Asset Management, LLCActive

Some overlap · 3 shared positions

$HEI $GLW $TXN

$1.4B

57 positions

#25Clear Street Group Inc.Active

Some overlap · 3 shared positions

$SNDK $WDC $GLW

$39.5B

1,414 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.