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 TWIN FOCUS PARTNERS

13F Portfolio OverlapQ2 2026TWIN FOCUS PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

TWIN FOCUS CAPITAL PARTNERS, LLC is an institutional investor managing $983M across 170 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 TWIN FOCUS PARTNERS are Rochester Wealth Strategies, LIFELONG WEALTH ADVISORS, Shah Wealth Advisors, with shared positions in $IAU, $DOV, $KKR, $MUFG, $GLW, $UBER. The full ranking of 25 similar funds is below.

#1Rochester Wealth Strategies, LLCActive

Substantial overlap · 3 shared positions

$IAU $DOV $KKR

$181M

27 positions

#2LIFELONG WEALTH ADVISORS, INC.Smart money

Substantial overlap · 3 shared positions

$IAU $MUFG $GLW

$426M

99 positions

#3Shah Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$IAU $DOV $UBER

$433M

79 positions

#4Sharkey, Howes & JaverActive

Substantial overlap · 4 shared positions

$IAU $DELL $DOV $MUFG

$829M

163 positions

#5Permanens Capital L.P.Active

Substantial overlap · 3 shared positions

$IAU $DOV $MUFG

$972M

100 positions

#6Proficio Capital Partners LLCPassive

Notable overlap · 5 shared positions

$IAU $DOV $DELL $W $UBER

$2.8B

691 positions

#7GM Advisory Group, LLC

Notable overlap · 3 shared positions

$IAU $UBER $CRCL

$2.6B

374 positions

#8NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $MUFG $DELL

$838M

122 positions

#9Battery Global Advisors, LLCSmart money

Notable overlap · 4 shared positions

$IAU $DOV $CRWD $GLW

$200M

157 positions

#10CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $DOV $CRWD

$130M

55 positions

#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $DELL $GLW

$753M

223 positions

#12Farrell Financial LLCActive

Notable overlap · 3 shared positions

$IAU $UBER $GLW

$185M

83 positions

#13Harbour Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $CRWD $YMM

$148M

89 positions

#14ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $UBER $C

$1.3B

137 positions

#15JSF Financial, LLCActive

Notable overlap · 3 shared positions

$IAU $DELL $GLW

$632M

142 positions

#16REX Advisers, LLCPassive

Notable overlap · 3 shared positions

$DELL $MRNA $GLW

$56M

59 positions

#17Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $MUFG

$127M

90 positions

#18MAIMON WEALTH MANAGEMENT LTD.Passive

Notable overlap · 3 shared positions

$IAU $DOV $DELL

$130M

80 positions

#19Archer Investment Management, LLCActive

Notable overlap · 4 shared positions

$IAU $DOV $MUFG $HODL

$293M

110 positions

#20Cogent Private Wealth, Inc.Passive

Notable overlap · 3 shared positions

$IAU $DOV $C

$160M

117 positions

#21Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $CRWD $UBER

$405M

118 positions

#22Unify Financial AdvisorsPassive

Notable overlap · 4 shared positions

$DELL $DOV $UBER $TY

$108M

90 positions

#23Sagace Wealth Management LLCActive

Notable overlap · 3 shared positions

$IAU $CRWD $C

$159M

71 positions

#24Bulltick Wealth Management, LLCPassive

Some overlap · 4 shared positions

$DELL $IAU $UBER $OWL

$490M

134 positions

#25Guild Investment Management, Inc.Passive

Some overlap · 3 shared positions

$DELL $CRWD $YMM

$146M

59 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.