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 SJBENEN ADVISORY

13F Portfolio OverlapQ3 2026SJBENEN ADVISORY portfolio →

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Most similar hedge funds by 13F overlap

SJBENEN ADVISORY, LLC is an institutional investor managing $165M across 33 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SJBENEN ADVISORY are DRW Securities, Benson Wealth, ALLEN OPERATIONS, with shared positions in $IBIT, $PLTR, $WFC, $COIN, $SCHW. The full ranking of 25 similar funds is below.

#1DRW Securities, LLCPassive

Notable overlap · 3 shared positions

$IBIT $PLTR $WFC

$4.1B

928 positions

#2Benson Wealth Management INCPassive

Notable overlap · 3 shared positions

$IBIT $COIN $PLTR

$99M

367 positions

#3ALLEN OPERATIONS LLCSmart money

Some overlap · 3 shared positions

$PLTR $IBIT $SCHW

$722M

33 positions

#4Brevan Howard Capital Management LPPassive

Some overlap · 3 shared positions

$IBIT $PLTR $SCHW

$13.5B

2,030 positions

#5Sloy Dahl & Holst, LLCSmart money

Some overlap · 3 shared positions

$PLTR $COIN $IBIT

$693M

120 positions

#6MATRIX PRIVATE CAPITAL GROUP LLCActive

Some overlap · 3 shared positions

$IBIT $WFC $PLTR

$230M

143 positions

#7Titan Wealth (CI) LtdPassive

Some overlap · 3 shared positions

$PLTR $COIN $IBIT

$269M

51 positions

#8Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IBIT $PLTR $SCHW

$405M

118 positions

#9Arsenal Capital Advisors LLCPassive

Some overlap · 3 shared positions

$PLTR $WFC $IBIT

$169M

108 positions

#10GenTrust, LLCActive

Some overlap · 4 shared positions

$IBIT $PLTR $SCHW $COIN

$2.6B

201 positions

#11CATALYST PRIVATE WEALTH, LLCActive

Some overlap · 3 shared positions

$PLTR $SCHW $IBIT

$239M

106 positions

#12ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$PLTR $WFC $SCHW

$213M

97 positions

#13Blue Sparrow, LLC /DEActive

Some overlap · 3 shared positions

$PLTR $IBIT $COIN

$10.3B

126 positions

#14Forefront Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$IBIT $PLTR $SCHW

$323M

177 positions

#15CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive

Slight overlap · 3 shared positions

$PLTR $WFC $SCHW

$23.0B

320 positions

#16Secure Asset Management, LLCPassive

Slight overlap · 3 shared positions

$PLTR $IBIT $SCHW

$753M

338 positions

#17Finer Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$IBIT $PLTR $SCHW

$253M

92 positions

#18Avondale Wealth ManagementActive

Slight overlap · 3 shared positions

$PLTR $IBIT $SCHW

$227M

61 positions

#19ELEMENT POINTE ADVISORS, LLCSmart money

Slight overlap · 3 shared positions

$IBIT $SCHW $COIN

$709M

91 positions

#20FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$PLTR $COIN $SCHW $WFC

$857M

394 positions

#21CAP Partners, LLCPassive

Slight overlap · 3 shared positions

$COIN $IBIT $PLTR

$218M

169 positions

#22Patriot Financial Group Insurance Agency, LLCPassive

Slight overlap · 3 shared positions

$PLTR $WFC $SCHW

$1.0B

499 positions

#23Western Pacific Wealth Management, LPActive

Slight overlap · 3 shared positions

$PLTR $WFC $SCHW

$119M

180 positions

#24Beta Wealth Group, Inc.Active

Slight overlap · 3 shared positions

$PLTR $WFC $SCHW

$267M

114 positions

#25LM Advisors LLCPassive

Slight overlap · 3 shared positions

$PLTR $WFC $IBIT

$866M

224 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.