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 Equitable ,

13F Portfolio OverlapQ1 2026Equitable , portfolio →

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Most similar hedge funds by 13F overlap

Equitable Holdings, Inc. is an institutional investor managing $15.5B across 1,689 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 Equitable , are White Lighthouse Investment, Marshall & Sterling Wealth Advisors, FINANCIAL ADVISORY PARTNERS,, with shared positions in $MAR, $USB, $KKR, $HUM, $BRZE, $IAU. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Some overlap · 6 shared positions

$MAR $USB $KKR $HUM $BRZE $IAU

$721M

145 positions

#2Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 5 shared positions

$MAR $USB $WT $GLDM $HUM

$153M

344 positions

#3FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 5 shared positions

$MAR $USB $WT $HUM $MS

$354M

66 positions

#4XML Financial, LLCPassive

Some overlap · 5 shared positions

$MAR $USB $KKR $WT $MS

$1.2B

421 positions

#5Capital Advisors Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MAR $USB $KKR $HUM $IAU

$745M

219 positions

#6Tandem Investment Partners LLCPassive

Some overlap · 5 shared positions

$MAR $USB $WT $HUM $BRZE

$118M

73 positions

#7SWAN Capital LLCPassive

Some overlap · 4 shared positions

$MAR $USB $KKR $HUM

$272M

554 positions

#8RCW Management, LLCPassive

Some overlap · 6 shared positions

$MAR $KKR $GLDM $HUM $GMM $IAU

$98M

68 positions

#9Christensen, King & Associates Investment Services, Inc.Active

Some overlap · 5 shared positions

$MAR $USB $KKR $HUM $IAU

$233M

105 positions

#10Quaker Wealth Management, LLCActive

Some overlap · 4 shared positions

$MAR $USB $KKR $HUM

$320M

972 positions

#11Odyssey Capital Advisors, Inc.Passive

Some overlap · 5 shared positions

$MAR $USB $HUM $MS $NKE

$112M

97 positions

#12Vermillion Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$MAR $KKR $HUM $GLDM $BRZE $USB

$255M

1,563 positions

#13Riverbend Wealth Management, LLCPassive

Some overlap · 6 shared positions

$USB $MAR $WT $KKR $MS $IAU

$175M

152 positions

#14Bulwark Capital CorpActive

Some overlap · 6 shared positions

$MAR $WT $KKR $HUM $GLDM $MS

$162M

100 positions

#15Stonebridge Financial Planning Group, LLCPassive

Some overlap · 5 shared positions

$USB $MAR $KKR $WT $MS

$272M

171 positions

#16CVA Family Office, LLCPassive

Some overlap · 6 shared positions

$MAR $KKR $HUM $MS $USB $NKE

$950M

1,838 positions

#17Compass Financial Group, Inc. (Ohio)Active

Some overlap · 4 shared positions

$MAR $USB $HUM $IAU

$137M

45 positions

#18LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$MAR $WT $KKR $HUM $BRZE $IAU

$595M

360 positions

#19KRAEMATON INVESTMENT ADVISORS, INCPassive

Some overlap · 5 shared positions

$USB $WT $KKR $MAR $GLDM

$123M

99 positions

#20Baker Ellis Asset Management LLCPassive

Some overlap · 4 shared positions

$MAR $WT $KKR $GLDM

$842M

254 positions

#21Bridgewater Advisors Inc.Passive

Some overlap · 4 shared positions

$MAR $USB $HUM $GLDM

$1.7B

456 positions

#22Anson Capital, Inc.Passive

Some overlap · 6 shared positions

$USB $WT $KKR $HUM $BRZE $NKE

$146M

90 positions

#23Hobart Private Capital, LLCPassive

Some overlap · 5 shared positions

$MAR $WT $USB $GMM $HUM

$509M

132 positions

#24Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$MAR $WT $GMM $BRZE $IAU

$589M

138 positions

#25CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 5 shared positions

$MAR $WT $KKR $USB $IAU

$149M

96 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.