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 ATWOOD & PALMER

13F Portfolio OverlapQ1 2026ATWOOD & PALMER portfolio →

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Most similar hedge funds by 13F overlap

ATWOOD & PALMER INC is an institutional investor managing $1.9B across 495 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 ATWOOD & PALMER are RiverTree Advisors,, Three Magnolias Financial Advisors,, ELLERSON GROUP /ADV, with shared positions in $JHG, $REGN, $TMO, $PLTR, $LOW, $LHX. The full ranking of 25 similar funds is below.

#1RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $TMO

$158M

60 positions

#2Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $PLTR $LOW $LHX

$157M

103 positions

#3ELLERSON GROUP INC /ADVPassive

Notable overlap · 4 shared positions

$PLTR $REGN $TMO $LHX

$153M

61 positions

#4Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $REGN $LMT

$195M

99 positions

#5Boomfish Wealth Group, LLCPassive

Notable overlap · 6 shared positions

$JHG $LMT $VRTX $TMO $MELI $LOW

$187M

87 positions

#6Z3 Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$PLTR $JHG $UBER $REGN

$395M

187 positions

#7Leelyn Smith, LLCPassive

Notable overlap · 4 shared positions

$JHG $FITB $LMT $TMO

$713M

154 positions

#8Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $PLTR $TMO

$136M

108 positions

#9Hedeker Wealth, LLCPassive

Notable overlap · 5 shared positions

$PLTR $URI $GNRC $UBER $VRTX

$474M

87 positions

#10LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$JHG $VRTX $REGN $PLTR

$174M

65 positions

#11Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$GILD $URI $LMT $AMP $LOW

$200M

53 positions

#12Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $REGN $LMT

$462M

53 positions

#13SECTORAL ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$GILD $REGN $VRTX $TMO $UTHR

$121M

77 positions

#14NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$JHG $REGN $PLTR

$232M

168 positions

#15FAGAN ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$PLTR $REGN $VRTX $LOW $UBER

$719M

135 positions

#16Titan Wealth (CI) LtdPassive

Notable overlap · 5 shared positions

$PLTR $LMT $LHX $UBER $MELI

$232M

51 positions

#17Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$JHG $TMO $LOW $URI $DHI

$407M

601 positions

#18Owen LaRue, LLCPassive

Notable overlap · 3 shared positions

$PLTR $REGN $TMO

$261M

128 positions

#19BCWM, LLCPassive

Notable overlap · 4 shared positions

$LMT $DHI $GNRC $GRMN

$353M

57 positions

#20Rhenman & Partners Asset Management ABPassive

Notable overlap · 4 shared positions

$GILD $REGN $TMO $VRTX

$810M

86 positions

#21Paladin Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $TMO $LOW $URI

$145M

125 positions

#22Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $PLTR $UBER

$914M

1,148 positions

#23PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADVActive

Notable overlap · 3 shared positions

$PLTR $LMT $LOW

$112M

38 positions

#24Flagship Capital Management Inc.Active

Notable overlap · 3 shared positions

$JHG $UBER $REGN

$136M

48 positions

#25PARAGON CAPITAL MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$JHG $MELI $UBER

$118M

70 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.