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Hedge Funds Similar to SimpliFi

13F Portfolio OverlapQ2 2026SimpliFi portfolio →
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Most similar hedge funds by 13F overlap

SimpliFi, Inc. is an institutional investor managing $253M across 45 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 SimpliFi are BCWM, Weaver Consulting Group, Junk Investment Group, with shared positions in $VZ, $SRE, $NOC, $DOV. The full ranking of 6 similar funds is below.

#1BCWM, LLCPassive
Slight overlap · 3 shared positions
$VZ$SRE$NOC
$342M
57 positions
#2Weaver Consulting GroupPassive
Slight overlap · 3 shared positions
$VZ$DOV$NOC
$488M
297 positions
#3Junk Investment Group, LLCActive
Slight overlap · 3 shared positions
$VZ$DOV$NOC
$226M
97 positions
#4Neumann Capital Management, LLCActive
Slight overlap · 3 shared positions
$DOV$SRE$NOC
$151M
58 positions
#5Curated Wealth Partners LLCActive
Slight overlap · 3 shared positions
$SRE$VZ$NOC
$863M
241 positions
#6HFM Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$DOV$NOC$VZ
$285M
1,293 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.