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 Savant ,

13F Portfolio OverlapQ1 2026Savant , portfolio →

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Most similar hedge funds by 13F overlap

Savant Capital, LLC is an institutional investor managing $20.7B across 1,500 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 Savant , are Kane Wealth ,, Three Arch Wealth, CLARIS ADVISORS, / MO /, with shared positions in $NEE, $NKE, $WT, $AMN, $DDOG, $UNIT. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$NEE $NKE $WT $AMN $DDOG

$119M

51 positions

#2Three Arch Wealth Management LLCActive

Notable overlap · 4 shared positions

$NEE $NKE $AMN $UNIT

$556M

61 positions

#3CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 5 shared positions

$NEE $NKE $AMN $UNIT $SE

$334M

70 positions

#4Oceanside Advisors LLCActive

Notable overlap · 4 shared positions

$NEE $NKE $AMN $KO

$175M

53 positions

#5Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 7 shared positions

$NEE $NKE $AMN $DDOG $SE $USB

$1.1B

81 positions

#6Timonier Family Office, LTD.

Notable overlap · 4 shared positions

$NEE $NKE $DDOG $USB

$315M

56 positions

#7McCartney Wealth Management LLCActive

Notable overlap · 5 shared positions

$NEE $NKE $SNOW $AMN $WT

$119M

65 positions

#8DiNuzzo Private Wealth, Inc.Active

Notable overlap · 4 shared positions

$NEE $NKE $MKL $USB

$928M

1,345 positions

#9Planning Center, Inc.Smart money

Notable overlap · 4 shared positions

$NEE $NKE $DHR $KO

$987M

78 positions

#10Meritas Wealth Management, LLCActive

Notable overlap · 4 shared positions

$NEE $NKE $AMN $UNIT

$221M

60 positions

#11Kestra Investment Management, LLCActive

Notable overlap · 8 shared positions

$NKE $NEE $WT $SNPS $SNOW $DDOG

$5.8B

439 positions

#12KELLY FINANCIAL GROUP LLCActive

Notable overlap · 6 shared positions

$SOLV $SNOW $NKE $DHR $SE $KO

$398M

100 positions

#13High Probability Advisors, LLCActive

Notable overlap · 5 shared positions

$NEE $SNOW $AMN $DDOG $DHR

$781M

67 positions

#14Kaufman Rossin Wealth, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $AMN

$174M

98 positions

#15Trailhead Planners LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $AMN

$104M

49 positions

#16Financial Futures Ltd Liability Co.Active

Notable overlap · 7 shared positions

$NKE $SNOW $SOLV $AMN $DDOG $USB

$228M

72 positions

#17HBE Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $AMN

$115M

53 positions

#18Meredith Wealth PlanningActive

Notable overlap · 6 shared positions

$NEE $AMN $DDOG $BRZE $NKE $UNIT

$369M

70 positions

#19Forum Financial Management, LPSmart money

Notable overlap · 3 shared positions

$NEE $NKE $DDOG

$7.1B

331 positions

#20CogentBlue Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $AMN

$149M

78 positions

#21Torren Management, LLCActive

Notable overlap · 6 shared positions

$NEE $AMN $WT $UNIT $DHR $KO

$201M

983 positions

#22DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$NKE $NEE $SNOW $AMN $UNIT

$249M

92 positions

#23Mills Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $MKL

$286M

80 positions

#24Altiora Financial Group, LLCActive

Notable overlap · 7 shared positions

$NKE $SNOW $NEE $DDOG $BRZE $SE

$607M

110 positions

#25TCI Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$NEE $NKE $AMN $DDOG

$1.9B

251 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.