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 High Falls Advisors,

13F Portfolio OverlapQ4 2025High Falls Advisors, portfolio →

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Most similar hedge funds by 13F overlap

High Falls Advisors, Inc is an institutional investor managing $494M across 144 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 High Falls Advisors, are TSA Wealth Managment, Asempa Wealth Advisors, Kilter Group, with shared positions in $MDLZ, $IAU, $DDOG, $SE, $GLDM, $SAN. The full ranking of 25 similar funds is below.

#1TSA Wealth Managment LLCPassive

Notable overlap · 4 shared positions

$MDLZ $IAU $DDOG $SE

$309M

105 positions

#2Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$MDLZ $IAU $SE $GLDM

$115M

115 positions

#3Kilter Group LLCPassive

Some overlap · 4 shared positions

$MDLZ $SAN $IAU $MU

$232M

1,567 positions

#4Avid Wealth Partners LLCActive

Some overlap · 4 shared positions

$MDLZ $DDOG $MU $GLDM

$212M

71 positions

#5Polaris Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$MDLZ $IAU $SAN $DDOG $SE

$137M

70 positions

#6MB Generational Wealth, LLCActive

Some overlap · 3 shared positions

$MDLZ $SE $DDOG

$181M

66 positions

#7Ackerman Asset Management, LLCActive

Some overlap · 3 shared positions

$MDLZ $SAN $MAR

$143M

35 positions

#8FINANCIAL LIFE ADVISORSActive

Some overlap · 5 shared positions

$MDLZ $DDOG $SAN $MAR $GLDM

$321M

52 positions

#9Excelsior Advisor Network LLCPassive

Some overlap · 4 shared positions

$IAU $MDLZ $SAN $DDOG

$263M

226 positions

#10Nova Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$MDLZ $IAU $SAN $MAR $GLDM

$154M

545 positions

#11ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$IAU $MDLZ $SAN $SE

$132M

105 positions

#12Spectrum Planning & Advisory Services Inc.Passive

Some overlap · 4 shared positions

$MDLZ $IAU $SE $GLDM

$202M

114 positions

#13Centerline Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$IAU $DDOG $SAN $SE

$278M

73 positions

#14RCS Financial Planning, LLCPassive

Some overlap · 4 shared positions

$IAU $DDOG $MDLZ $SE

$193M

98 positions

#15Veridan Wealth LLCActive

Some overlap · 3 shared positions

$MDLZ $IAU $DDOG

$270M

80 positions

#16WEALTHGARDEN F.S. LLCPassive

Some overlap · 6 shared positions

$IAU $MDLZ $SAN $DDOG $SE $GLDM

$147M

165 positions

#17Davis Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $MDLZ $DDOG $SE

$120M

72 positions

#18ONE Advisory Partners, LLCActive

Some overlap · 5 shared positions

$MDLZ $DDOG $IAU $SE $SAN

$324M

72 positions

#19CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MDLZ $DDOG $IAU $SE $GLDM

$107M

50 positions

#20One Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MDLZ $DDOG $IAU $SE $GLDM

$803M

304 positions

#215T Wealth, LLCPassive

Some overlap · 4 shared positions

$IAU $MDLZ $DDOG $SE

$253M

129 positions

#22Kaydan Wealth Management, Inc.Active

Some overlap · 3 shared positions

$IAU $MDLZ $MDY

$299M

109 positions

#23ShoreHaven Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$MDLZ $IAU $SE $DDOG $GLDM $MAR

$278M

103 positions

#24W ADVISORS, LLCPassive

Some overlap · 3 shared positions

$MDLZ $DDOG $MAR

$195M

141 positions

#25Quantum Financial Advisors, LLCActive

Some overlap · 3 shared positions

$MDLZ $MU $GLDM

$891M

231 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.