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 WEALTHCARE

13F Portfolio OverlapQ1 2026WEALTHCARE portfolio →

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Most similar hedge funds by 13F overlap

WEALTHCARE CAPITAL MANAGEMENT LLC is an institutional investor managing $1.1B across 105 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 WEALTHCARE are Pasadena Private Wealth,, Glassman Wealth Services, Kestra Investment ,, with shared positions in $MKL, $PHYS, $WT, $PSLV, $HUM, $MDY. The full ranking of 25 similar funds is below.

#1Pasadena Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$MKL $PHYS $WT $PSLV

$723M

277 positions

#2Glassman Wealth ServicesSmart money

Notable overlap · 7 shared positions

$MKL $WT $HUM $MDY $SE $IBIT

$736M

187 positions

#3Kestra Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $WT $PM $SCHW

$5.8B

439 positions

#4MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$MKL $WT $IBM

$240M

234 positions

#5Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$MKL $WT $IBM

$172M

25 positions

#6Watershed Asset Management, L.L.C.Passive

Notable overlap · 4 shared positions

$MKL $PSLV $DHR $HUM

$96M

118 positions

#7OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $WT $DHR $SCHW

$1.9B

197 positions

#8VERITY Wealth AdvisorsActive

Notable overlap · 5 shared positions

$MKL $DHR $EPAM $WT $SCHW

$150M

81 positions

#9Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $DHR $EPAM $SE $HUM $IBM

$5.3B

399 positions

#10Triune Financial Partners, LLCSmart money

Notable overlap · 4 shared positions

$MKL $DHR $EPAM $IBM

$421M

47 positions

#11Newton One Investments LLCActive

Notable overlap · 8 shared positions

$MKL $DHR $EPAM $PM $HUM $WT

$368M

121 positions

#12FC Advisory LLCActive

Notable overlap · 5 shared positions

$MKL $DHR $AFRM $HUM $SCHW

$342M

115 positions

#13Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $DHR $PM $HUM $SCHW

$578M

118 positions

#14Luminvest Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$MKL $DHR $HUM $SCHW

$382M

55 positions

#15Dunhill Financial, LLCPassive

Notable overlap · 4 shared positions

$MKL $EPAM $HUM $SCHW

$424M

1,857 positions

#16BANYAN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$MKL $DHR $IBM

$232M

55 positions

#17Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$MKL $PSLV $SE

$224M

60 positions

#18LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$MKL $SE $MDY $IBM $SCHW

$182M

136 positions

#19CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $SE $HUM $IBM

$648M

134 positions

#20Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $GLDM $DIA $HUM

$127M

57 positions

#21MilWealth Group LLCSmart money

Notable overlap · 4 shared positions

$MKL $AFRM $HUM $MDY

$420M

81 positions

#22Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $WT $HUM $SCHW

$255M

49 positions

#23BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$MKL $AFRM $SCHW

$259M

33 positions

#24Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $AFRM $SCHW

$161M

47 positions

#25Strid Group, LLCSmart money

Notable overlap · 3 shared positions

$MKL $DHR $PM

$807M

85 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.