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Hedge Funds Similar to USA FINANCIAL FORMULAS

13F Portfolio OverlapQ1 2026USA FINANCIAL FORMULAS portfolio →
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Most similar hedge funds by 13F overlap

USA FINANCIAL FORMULAS is an institutional investor managing $531M across 437 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to USA FINANCIAL FORMULAS are USA FINANCIAL FORMULAS, Providence First, STANCE, with shared positions in $GSG, $WDC, $ADI, $ROST, $STX, $CSX. The full ranking of 25 similar funds is below.

#1USA FINANCIAL FORMULASActive
Substantial overlap · 12 shared positions
$GSG$WDC$ADI$ROST$STX$CSX
$546M
412 positions
#2Providence First Trust CoPassive
Some overlap · 6 shared positions
$WDC$BNY$ROST$AEP$CMI$HAL
$358M
196 positions
#3STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$WDC$ROST$GILD$STX$PEP
$328M
340 positions
#4PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$STX$WDC$ADI$JCI$MNST
$462M
86 positions
#5Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$STX$ADI$WDC$BNY$C
$1.0B
204 positions
#6DODGE & COXActive
Some overlap · 5 shared positions
$GILD$REGN$BNY$BKR$JCI
$191.0B
222 positions
#7Williamson Legacy Group, LLCPassive
Some overlap · 5 shared positions
$WDC$STX$CMI$BNY$C
$201M
75 positions
#8Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$ROST$ADI$BNY$C$MNST
$181M
73 positions
#9Delta Accumulation, LLCActive
Some overlap · 7 shared positions
$BNY$CMI$C$MNST$GD$CSX
$2.5B
156 positions
#10Western Financial Corp/CAActive
Some overlap · 4 shared positions
$WDC$STX$BNY$ADI
$341M
132 positions
#11FENIMORE ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ROST$ADI$KEYS$MCHP$AME
$4.8B
92 positions
#12Curat Global, LLCPassive
Some overlap · 6 shared positions
$ADI$JCI$CMI$CSX$PEP$GILD
$122M
251 positions
#13Optimize Financial IncPassive
Some overlap · 4 shared positions
$STX$WDC$ADI$KEYS
$557M
588 positions
#14KEYSTONE INVESTORS PTE LTDActive
Some overlap · 4 shared positions
$WDC$ROST$STX$GILD
$1.9B
84 positions
#15Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$GILD$ROST$AEP$C$CSX
$767M
72 positions
#16RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 5 shared positions
$GILD$AEP$CMI$PEP$GD
$266M
158 positions
#17Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$GILD$STX$KEYS$CMI
$955M
337 positions
#18Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$WDC$STX$KEYS$ADI
$427M
309 positions
#19Rheos Capital Works Inc.Active
Some overlap · 4 shared positions
$WDC$STX$BKR$PEP
$1.8B
82 positions
#20Tribune Investment Group LPActive
Some overlap · 5 shared positions
$STX$KEYS$CSX$MCHP$AME
$247M
34 positions
#21Donoghue Forlines LLCPassive
Some overlap · 4 shared positions
$WDC$STX$BNY$MNST
$387M
114 positions
#22TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$WDC$STX$C$AEP
$686M
151 positions
#23CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ADI$JCI$BNY$CMI$GD
$827M
181 positions
#24Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$GILD$CMI$C$PEP$GD
$316M
157 positions
#25CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$WDC$STX$KEYS$PEP
$569M
256 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.