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 WBH ADVISORY

13F Portfolio OverlapQ1 2026WBH ADVISORY portfolio →

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Most similar hedge funds by 13F overlap

WBH ADVISORY INC is an institutional investor managing $1.3B across 350 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 WBH ADVISORY are Madden Advisory Services,, White Lighthouse Investment, Beacon ,, with shared positions in $MAR, $BRZE, $COP, $HSY, $SNOW, $GLDM. The full ranking of 25 similar funds is below.

#1Madden Advisory Services, Inc.Passive

Notable overlap · 6 shared positions

$MAR $BRZE $COP $HSY $SNOW $GLDM

$254M

108 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$MAR $BRZE $COP $UPST $DHR $SNOW

$721M

145 positions

#3Beacon Capital Management, Inc.Active

Notable overlap · 5 shared positions

$MAR $COP $UPST $HSY $SNOW

$1.8B

57 positions

#4AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$MAR $COP $UPST $HSY

$445M

77 positions

#5MontVue Capital Management, Inc.Active

Notable overlap · 6 shared positions

$BRZE $MAR $HSY $MKL $DHR $DOV

$147M

67 positions

#6RCW Management, LLCPassive

Notable overlap · 5 shared positions

$MAR $COP $HSY $GLDM $GMM

$98M

68 positions

#7Pacific Park Financial, Inc.Active

Notable overlap · 8 shared positions

$BRZE $COP $UPST $DOV $DHR $SNOW

$153M

73 positions

#8Orcam Financial GroupSmart money

Notable overlap · 7 shared positions

$BRZE $UPST $DOV $MAR $MKL $COP

$141M

62 positions

#9Tandem Investment Partners LLCPassive

Notable overlap · 3 shared positions

$MAR $BRZE $DHR

$118M

73 positions

#10Clarity Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$BRZE $COP $UPST $SNOW $MKL $GLDM

$215M

95 positions

#11Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $UPST $DOV $MKL $SNOW $GMM

$269M

506 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$BRZE $COP $DOV $MKL $DHR

$578M

118 positions

#13Beacon Financial Strategies CORPActive

Notable overlap · 6 shared positions

$BRZE $COP $UPST $MCD $DOV $MKL

$176M

177 positions

#14Efficient Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $COP $UPST $MKL $SNOW $DOV

$1.4B

58 positions

#15Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MAR $BRZE $GMM

$589M

138 positions

#16TRUST CO OF OKLAHOMAPassive

Notable overlap · 5 shared positions

$MAR $HSY $DHR $COP $MCD

$343M

139 positions

#17PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 7 shared positions

$MAR $HSY $RL $GLDM $DHR $GMM

$338M

107 positions

#18Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $DOV $MKL $HSY

$191M

88 positions

#19FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $COP $MKL $DHR $DOV $MAR

$133M

121 positions

#20Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$MAR $UPST $SNOW

$543M

103 positions

#21ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 4 shared positions

$MAR $UPST $COP $BRZE

$1.5B

958 positions

#22GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 5 shared positions

$BRZE $UPST $MKL $MAR $DHR

$128M

42 positions

#23ESG Planning DBA Harper InvestingPassive

Notable overlap · 4 shared positions

$MAR $HSY $MKL $DHR

$229M

75 positions

#24CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 5 shared positions

$BRZE $COP $MKL $DHR $MCD

$532M

162 positions

#25Cornerstone Financial Group, LLC /NE/Active

Some overlap · 5 shared positions

$BRZE $UPST $DOV $MKL $MAR

$156M

73 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.