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 SIGNATUREFD,

13F Portfolio OverlapQ1 2026SIGNATUREFD, portfolio →

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Most similar hedge funds by 13F overlap

SIGNATUREFD, LLC is an institutional investor managing $6.5B across 3,465 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 SIGNATUREFD, are New England Private Wealth Advisors, HB Wealth ,, MJP ASSOCIATES /ADV, with shared positions in $HUM, $JHG, $BRZE, $KO, $PLTR, $MDLZ. The full ranking of 25 similar funds is below.

#1New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $JHG $BRZE

$866M

194 positions

#2HB Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $KO

$15.5B

1,547 positions

#3MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$HUM $JHG $KO

$824M

231 positions

#4ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $BRZE $KO $PLTR

$753M

159 positions

#5D.B. Root & Company, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $KO

$419M

191 positions

#6Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$HUM $MDLZ $SOLV $KO $ASML

$120M

84 positions

#7M Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $JHG $PLTR

$119M

55 positions

#8Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$BRZE $HUM $PLTR

$269M

506 positions

#9Clarity Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$HUM $BRZE $PLTR

$486M

108 positions

#10Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $KO $BRZE

$333M

88 positions

#11Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $HUM $ASML $PLTR

$151M

54 positions

#12Fusion Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $JHG $RELX

$371M

104 positions

#13Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$HUM $BRZE $ASML $PLTR

$98M

197 positions

#14Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $SOLV $PLTR

$732M

125 positions

#15WEST PACES ADVISORS INC.Active

Notable overlap · 3 shared positions

$HUM $KO $MDLZ

$516M

197 positions

#16Advisor OS, LLCPassive

Notable overlap · 4 shared positions

$HUM $JHG $RELX $KO

$1.4B

575 positions

#17360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $KO $PLTR

$332M

80 positions

#18Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $HUM $KO

$143M

56 positions

#19Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $BRZE $PLTR

$251M

83 positions

#20GENESIS PRIVATE WEALTH, LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $BRZE $ASML

$318M

182 positions

#21CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $BRZE $SOLV

$121M

54 positions

#22Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 4 shared positions

$HUM $MDLZ $BRZE $SOLV

$436M

125 positions

#23Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KO $PLTR

$729M

132 positions

#24Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $HUM $KO

$1.0B

229 positions

#25Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$BRZE $HUM $KO $MDLZ

$192M

62 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.