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 MYCIO WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026MYCIO WEALTH PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

MYCIO WEALTH PARTNERS, LLC is an institutional investor managing $502M across 49 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 MYCIO WEALTH PARTNERS, are Sherman Wealth, Finward Bancorp, Lynx Investment Advisory, with shared positions in $HUM, $AGQ, $KKR, $UNIT, $LMT, $CTVA. The full ranking of 25 similar funds is below.

#1Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$HUM $AGQ $KKR $UNIT

$116M

80 positions

#2Finward BancorpPassive

Some overlap · 3 shared positions

$HUM $AGQ $KKR

$125M

104 positions

#3Lynx Investment AdvisoryPassive

Some overlap · 3 shared positions

$AGQ $HUM $KKR

$209M

181 positions

#4Arlington Trust Co LLCActive

Some overlap · 3 shared positions

$HUM $KKR $AGQ

$1.1B

844 positions

#5Frederick Financial Consultants, LLCPassive

Some overlap · 5 shared positions

$HUM $AGQ $LMT $CTVA $UNIT

$201M

109 positions

#6Mirador Capital Partners LPPassive

Some overlap · 3 shared positions

$AGQ $KKR $CB

$706M

205 positions

#7MRWM Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $AGQ $LMT $SCHW

$184M

74 positions

#8Mendel Capital Management LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $LMT

$199M

97 positions

#9SMITH CHAS P & ASSOCIATES PA CPASActive

Some overlap · 4 shared positions

$CB $LMT $APD $AGQ

$1.8B

176 positions

#10Anson Capital, Inc.Passive

Some overlap · 3 shared positions

$AGQ $HUM $KKR

$146M

90 positions

#11Focus Financial Network, Inc.Passive

Some overlap · 3 shared positions

$AGQ $KKR $HUM

$2.8B

729 positions

#12LightSquare Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $KKR $CB $APD $UNIT

$133M

92 positions

#13New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$HUM $BNL $KKR $AGQ

$866M

194 positions

#14Juno Financial Group LLCActive

Some overlap · 4 shared positions

$HUM $KKR $LMT $SCHW

$255M

70 positions

#15MJP ASSOCIATES INC /ADVPassive

Some overlap · 3 shared positions

$HUM $AGQ $KKR

$824M

231 positions

#16Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $LMT $UNIT

$194M

54 positions

#17Financial Planning Hawaii, Inc.Passive

Some overlap · 3 shared positions

$HUM $KKR $LMT

$170M

123 positions

#18Excelsior Advisor Network LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $LMT

$263M

226 positions

#19FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$HUM $CB $LMT $SCHW

$354M

66 positions

#20Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$HUM $AGQ $KKR

$930M

373 positions

#21Investment Management Trust, LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $LMT

$103M

81 positions

#22Asset Management Group, Inc.Passive

Some overlap · 5 shared positions

$HUM $AGQ $CTVA $SCHW $UNIT

$619M

138 positions

#23WealthBridge Capital Management, LLCPassive

Some overlap · 3 shared positions

$HUM $KKR $AGQ

$434M

221 positions

#24KDT Advisors, LLCPassive

Some overlap · 4 shared positions

$HUM $KKR $APD $UNIT

$63M

69 positions

#25O'ROURKE & COMPANY, IncPassive

Some overlap · 5 shared positions

$AGQ $KKR $HUM $SCHW $UNIT

$253M

171 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.