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 Redhawk Wealth Advisors,

13F Portfolio OverlapQ1 2026Redhawk Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Redhawk Wealth Advisors, Inc. is an institutional investor managing $1.0B across 408 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 Redhawk Wealth Advisors, are Centerpoint Advisory Group, Onyx Bridge Wealth Group, Per Stirling ,, with shared positions in $BAH, $WT, $SOLV, $MS, $SAN, $VRT. The full ranking of 25 similar funds is below.

#1Centerpoint Advisory GroupPassive

Some overlap · 6 shared positions

$BAH $WT $SOLV $MS $SAN $VRT

$133M

108 positions

#2Onyx Bridge Wealth Group LLCPassive

Some overlap · 5 shared positions

$BAH $WT $SOLV $KKR $SNPS

$930M

373 positions

#3Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$BAH $WT $SOLV $MS

$905M

310 positions

#4SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 4 shared positions

$BAH $SOLV $USB $COP

$222M

135 positions

#5Consolidated Planning CorpActive

Some overlap · 5 shared positions

$BAH $WT $__PARK_1390777 $MS $FIX

$617M

144 positions

#6LifeGoal Investments, LLCPassive

Some overlap · 6 shared positions

$BAH $COP $USB $MS $SNPS $FIX

$175M

112 positions

#7CREATIVE FINANCIAL DESIGNS INC /ADVPassive

Some overlap · 8 shared positions

$USB $BAH $SHOP $COP $WT $NTRB

$1.6B

2,162 positions

#8Beacon Financial Advisory LLCPassive

Some overlap · 4 shared positions

$BAH $WT $MS $KKR

$443M

402 positions

#9Merited Wealth, LLCPassive

Some overlap · 5 shared positions

$BAH $NTRB $SOLV $MS $KKR

$121M

79 positions

#10CMC Financial GroupActive

Some overlap · 3 shared positions

$BAH $WT $USB

$51M

38 positions

#11Vigil Wealth Management, LLCActive

Some overlap · 5 shared positions

$BAH $TPR $MS $KKR $WT

$124M

75 positions

#12Centennial Wealth Advisory LLCPassive

Some overlap · 3 shared positions

$BAH $WT $USB

$413M

160 positions

#13Transcendent Capital Group LLCPassive

Some overlap · 4 shared positions

$BAH $WT $USB $COP

$219M

112 positions

#14National Wealth Management Group, LLCPassive

Some overlap · 3 shared positions

$BAH $WT $USB

$269M

215 positions

#15LEVEL FOUR ADVISORY SERVICES, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $COP $USB $MS

$3.0B

866 positions

#16Rubicon Advisors, GPPassive

Some overlap · 3 shared positions

$BAH $WT $SHOP

$115M

76 positions

#17D'Orazio & Associates, Inc.Active

Some overlap · 3 shared positions

$BAH $SOLV $MS

$772M

299 positions

#18Strategic Financial Concepts, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $USB $MS $FSCO

$405M

298 positions

#19NCM Capital Management, LLCPassive

Some overlap · 3 shared positions

$BAH $USB $MS

$279M

185 positions

#20Capital Advantage, Inc.Active

Some overlap · 3 shared positions

$BAH $USB $KKR

$765M

145 positions

#21V2 Financial group LLCActive

Some overlap · 4 shared positions

$BAH $COP $KKR $SAN

$215M

108 positions

#22ProCore Advisors, LLCActive

Some overlap · 3 shared positions

$BAH $SOLV $SAN

$65M

73 positions

#23Greenline Wealth Management LLCPassive

Some overlap · 3 shared positions

$BAH $USB $VRT

$87M

94 positions

#24Southland Equity Partners LLCPassive

Some overlap · 4 shared positions

$BAH $WT $USB $MS

$513M

273 positions

#25Winch Advisory Services, LLCActive

Some overlap · 3 shared positions

$BAH $USB $WT

$438M

530 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.