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 Sigma Planning

13F Portfolio OverlapQ1 2026Sigma Planning portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sigma Planning Corp is an institutional investor managing $3.6B across 1,309 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 Sigma Planning are Eagle Strategies, Williams & Novak,, FIFTH THIRD SECURITIES,, with shared positions in $MS, $SLV, $IAU, $SNOW, $WT, $MU. The full ranking of 25 similar funds is below.

#1Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$MS $SLV $IAU $SNOW $WT

$837M

258 positions

#2Williams & Novak, LLCPassive

Some overlap · 5 shared positions

$MS $SLV $IAU $WT $MU

$134M

143 positions

#3FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 5 shared positions

$MS $SLV $IAU $SNOW $WT

$1.5B

341 positions

#4Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$MS $SLV $OKTA $SNOW $MU

$3.5B

825 positions

#5LEIGH BALDWIN & CO., LLCPassive

Some overlap · 5 shared positions

$MS $SLV $IAU $PLTR $MU

$154M

163 positions

#6Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$MS $IAU $REGN $SNOW $WT

$905M

310 positions

#7Powers Advisory Group, LLCActive

Some overlap · 5 shared positions

$MS $REGN $OKTA $WT $SNOW

$284M

125 positions

#8Bonfire FinancialActive

Some overlap · 5 shared positions

$MS $SLV $OKTA $WT $PLTR

$133M

57 positions

#9Well Done, LLCActive

Some overlap · 4 shared positions

$MS $IAU $SLV $WT

$681M

197 positions

#10Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$MS $REGN $WT $PLTR $IAU

$226M

165 positions

#11Modus Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $REGN $PLTR

$363M

117 positions

#12Trademark Financial Management, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $REGN $WT

$204M

102 positions

#13MBE Wealth Management, LLCActive

Some overlap · 5 shared positions

$MS $SNOW $SLV $WT $REGN

$241M

141 positions

#14truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$MS $SLV $PLTR $WT

$97M

49 positions

#15Systelligence, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $SNOW $WT

$514M

56 positions

#16Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $SNOW $WT

$1.2B

262 positions

#17TriaGen Wealth Management LLCPassive

Some overlap · 4 shared positions

$MS $IAU $OKTA $MU

$366M

171 positions

#18WNY Asset Management, LLCPassive

Some overlap · 5 shared positions

$MS $SLV $REGN $OKTA $SNOW

$967M

249 positions

#19FLAGSTAR ADVISORS INC.Passive

Some overlap · 5 shared positions

$MS $OKTA $WT $IAU $SLV

$276M

174 positions

#20Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$MS $SLV $PLTR $MU

$383M

290 positions

#21Professional Financial Advisors, LLCActive

Some overlap · 5 shared positions

$MS $SLV $SNOW $WT $OKTA

$491M

137 positions

#22XML Financial, LLCPassive

Some overlap · 4 shared positions

$MS $REGN $SNOW $WT

$1.2B

421 positions

#23Provident Wealth Management, LLCActive

Some overlap · 4 shared positions

$MS $REGN $SNOW $WT

$331M

134 positions

#24MLP3, LLCPassive

Some overlap · 4 shared positions

$MS $SLV $SNOW $WT

$91M

86 positions

#25Tempo Wealth, LLCPassive

Some overlap · 5 shared positions

$MS $REGN $OKTA $PLTR $MU

$573M

213 positions

Compare Sigma Planning’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 Sigma Planning’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.