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 WRAPMANAGER

13F Portfolio OverlapQ1 2026WRAPMANAGER portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WRAPMANAGER INC is an institutional investor managing $288M across 135 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 WRAPMANAGER are Windsor ,, Second Line ,, LFA - Lugano Financial Advisors SA, with shared positions in $NOW, $GMM, $OKTA, $HLT, $SSL, $KO. The full ranking of 25 similar funds is below.

#1Windsor Capital Management, LLCActive

Some overlap · 6 shared positions

$NOW $GMM $OKTA $HLT $SSL $KO

$355M

123 positions

#2Second Line Capital, LLCActive

Some overlap · 3 shared positions

$GMM $APP $NOW

$528M

185 positions

#3LFA - Lugano Financial Advisors SAActive

Some overlap · 6 shared positions

$NOW $RF $HLT $SSL $KO $BAC

$197M

223 positions

#4Emissary Wealth LLCPassive

Some overlap · 3 shared positions

$APP $NOW $NEE

$107M

54 positions

#5Brio Consultants, LLCActive

Some overlap · 3 shared positions

$GMM $NOW $BAC

$818M

152 positions

#6MA Private WealthActive

Some overlap · 3 shared positions

$GMM $NOW $MDLZ

$591M

86 positions

#7Peak Financial Management, Inc.Active

Some overlap · 3 shared positions

$GMM $NOW $GE

$394M

100 positions

#8Accuvest Global AdvisorsPassive

Some overlap · 3 shared positions

$NOW $APP $GE

$107M

57 positions

#9BlueStem Wealth Partners, LLCActive

Some overlap · 3 shared positions

$GMM $NOW $BAC

$900M

124 positions

#10McNamara Financial Services, Inc.Smart money

Some overlap · 3 shared positions

$GMM $GE $BAC

$528M

99 positions

#11Advocacy Wealth Management, LLCActive

Some overlap · 4 shared positions

$GMM $NOW $OKTA $KO

$2.3B

143 positions

#12Benchmark Investment Advisors LLCPassive

Some overlap · 3 shared positions

$APP $NOW $GE

$172M

76 positions

#13FLPUTNAM INVESTMENT MANAGEMENT COActive

Some overlap · 6 shared positions

$NOW $OKTA $APP $BAC $NEE $KO

$6.7B

569 positions

#14Kensington Asset Management, LLCSmart money

Some overlap · 3 shared positions

$APP $OKTA $GMM

$1.9B

41 positions

#15ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$GMM $BAC $NEE

$84M

65 positions

#16SPINNAKER TRUSTActive

Some overlap · 4 shared positions

$NOW $SSL $HLT $NEE

$1.8B

285 positions

#17Probity Advisors, Inc.Passive

Some overlap · 5 shared positions

$GMM $OKTA $HLT $SSL $BAC

$631M

230 positions

#18Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$RF $NOW $KO

$353M

78 positions

#19NOVEM GROUPPassive

Some overlap · 3 shared positions

$NOW $HLT $SSL

$873M

437 positions

#20HILLTOP WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$NOW $GMM $MDLZ

$167M

53 positions

#21HARBOR ADVISORY CORP /MA/Passive

Some overlap · 6 shared positions

$GMM $HLT $SSL $BAC $KO $GE

$333M

79 positions

#22Robertson Stephens Wealth Management, LLCActive

Some overlap · 3 shared positions

$APP $HLT $BAC

$3.6B

615 positions

#23Detalus Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $MDLZ $RF $KO

$438M

186 positions

#24SAPIENT CAPITAL LLCActive

Some overlap · 3 shared positions

$APP $GE $BAC

$6.6B

443 positions

#25CAPE COD FIVE CENTS SAVINGS BANK

Some overlap · 4 shared positions

$APP $OKTA $NOW $NEE

$1.1B

189 positions

Compare WRAPMANAGER’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WRAPMANAGER’s holdings

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.