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 Litman Gregory Wealth

13F Portfolio OverlapQ4 2025Litman Gregory Wealth portfolio →

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Most similar hedge funds by 13F overlap

Litman Gregory Wealth Management LLC is an institutional investor managing $1.4B across 357 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Litman Gregory Wealth are WEDGEWOOD PARTNERS, Adirondack Advisors,, Balanced Rock Investment Advisors, with shared positions in $BKNG, $MSI, $EW, $TSCO, $CPRT, $CDW. The full ranking of 25 similar funds is below.

#1WEDGEWOOD PARTNERS INCActive

Some overlap · 11 shared positions

$BKNG $MSI $EW $TSCO $CPRT $CDW

$484M

22 positions

#2Adirondack Capital Advisors, LLCSmart money

Some overlap · 6 shared positions

$MS $HUM $NTRB $MSI $MKL $MDLZ

$156M

44 positions

#3Balanced Rock Investment Advisors LLCPassive

Some overlap · 5 shared positions

$MS $NOW $NTRB $MUFG $SCHW

$143M

96 positions

#4ProVise Management Group, LLCPassive

Some overlap · 4 shared positions

$MS $BKNG $HUM $SCHW

$1.4B

261 positions

#5FC Advisory LLCActive

Some overlap · 6 shared positions

$MS $HUM $NTRB $CB $MKL $SCHW

$342M

115 positions

#6TriaGen Wealth Management LLCPassive

Some overlap · 3 shared positions

$MS $EW $NOW

$366M

171 positions

#7Madrid Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $NOW $CB $MUFG

$133M

70 positions

#8Objective Capital Management, LLCPassive

Some overlap · 3 shared positions

$MS $EW $HUM

$99M

95 positions

#9Wealthfront Advisers LLCActive

Some overlap · 5 shared positions

$MS $HUM $NOW $MUFG $SCHW

$45.6B

1,076 positions

#10Cambridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$MS $NOW $HUM

$295M

168 positions

#11Carr Financial Group CorpPassive

Some overlap · 4 shared positions

$MS $HUM $NOW $NTRB

$379M

174 positions

#12Bell Asset Management LtdPassive

Some overlap · 6 shared positions

$NOW $BKNG $MSI $TSCO $UNH $ZTS

$340M

61 positions

#13Capital Planning LLCActive

Some overlap · 3 shared positions

$MS $HUM $NTRB

$307M

82 positions

#14HF Advisory Group, LLCPassive

Some overlap · 3 shared positions

$MS $BKNG $SCHW

$293M

166 positions

#15TME FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$MS $NTRB $NOW $MUFG

$144M

65 positions

#16Gratus Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$MS $HUM $NTRB

$691M

138 positions

#17Hughes Financial Services, LLCActive

Some overlap · 6 shared positions

$MS $HUM $MKL $NTRB $NOW $MUFG

$651M

1,720 positions

#18Summit Investment Advisory Services, LLCActive

Some overlap · 3 shared positions

$MS $HUM $NTRB

$269M

81 positions

#19Bernard Wealth Management Corp.Active

Some overlap · 3 shared positions

$MS $NOW $SCHW

$234M

360 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$MS $HUM $BKNG $SCHW

$589M

590 positions

#21Clear Trail Advisors, LLCPassive

Some overlap · 3 shared positions

$MS $MSI $CB

$601M

149 positions

#22Confluence Wealth Services, Inc.Active

Some overlap · 3 shared positions

$MS $HUM $CB

$2.6B

365 positions

#23Buck Wealth Strategies, LLCActive

Some overlap · 3 shared positions

$MS $PYPL $UNH

$810M

166 positions

#24Rooted Wealth Advisors, Inc.Active

Some overlap · 3 shared positions

$MS $HUM $UNH

$379M

144 positions

#25Bradyco, Inc.Active

Some overlap · 5 shared positions

$MS $NOW $UNH $MKL $PYPL

$129M

38 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.