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Hedge Funds Similar to Comprehensive Wealth ,

13F Portfolio OverlapQ1 2026Comprehensive Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Comprehensive Wealth Management, LLC is an institutional investor managing $198M across 39 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 Comprehensive Wealth , are Anderson Financial Strategies,, CMC Financial Group, CYPRESS FINANCIAL PLANNING, with shared positions in $SHOP, $APP, $WT, $USB, $AGQ. The full ranking of 25 similar funds is below.

#1Anderson Financial Strategies, LLCActive
Notable overlap · 3 shared positions
$SHOP$APP$WT
$182M
32 positions
#2CMC Financial GroupActive
Notable overlap · 3 shared positions
$USB$WT$AGQ
$51M
38 positions
#3CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$APP$SHOP
$363M
102 positions
#4Three Cord True Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$SHOP$AGQ$USB
$180M
39 positions
#5SpringVest Wealth Management LLCActive
Some overlap · 3 shared positions
$USB$AGQ$WT
$146M
67 positions
#6Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$WT$AGQ
$146M
90 positions
#7Napier Financial, LLCPassive
Some overlap · 3 shared positions
$USB$WT$APP
$436M
609 positions
#8Robertson Stephens Wealth Management, LLCActive
Some overlap · 3 shared positions
$USB$APP$AGQ
$3.6B
615 positions
#9OLD MISSION CAPITAL LLCActive
Some overlap · 4 shared positions
$USB$WT$AGQ$SHOP
$6.3B
1,062 positions
#10MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$USB$WT$AGQ
$147M
52 positions
#11Quartz Partners, LLCPassive
Some overlap · 3 shared positions
$APP$WT$USB
$259M
168 positions
#12Integrity Investment Advisors, LLCActive
Some overlap · 3 shared positions
$USB$WT$APP
$184M
74 positions
#13Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$SHOP$AGQ$USB
$121M
66 positions
#14Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$USB$WT$AGQ
$99M
59 positions
#15Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$USB$WT$AGQ
$1.2B
177 positions
#16Kurv Investment Management LLCPassive
Some overlap · 3 shared positions
$USB$SHOP$APP
$173M
62 positions
#17PERSPECTIVE WEALTH ADVISORS LLCActive
Some overlap · 4 shared positions
$WT$APP$AGQ$SHOP
$154M
55 positions
#18GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$APP$USB
$785M
159 positions
#19KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$USB$AGQ$WT
$123M
99 positions
#20Melone Private Wealth, LLCPassive
Some overlap · 3 shared positions
$APP$WT$AGQ
$245M
60 positions
#21Darrow Company, Inc.Active
Some overlap · 3 shared positions
$APP$WT$USB
$222M
56 positions
#22Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$USB$WT$APP
$219M
112 positions
#23IAM Advisory, LLCActive
Some overlap · 3 shared positions
$WT$USB$AGQ
$446M
95 positions
#24Capstone Wealth Management Group LLCPassive
Some overlap · 3 shared positions
$USB$WT$AGQ
$163M
123 positions
#25Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$APP$USB$WT
$153M
78 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.