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 Wiser Wealth ,

13F Portfolio OverlapQ1 2026Wiser Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wiser Wealth Management, Inc is an institutional investor managing $523M across 75 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 Wiser Wealth , are Argo Wealth Advisory,, Wealth Group Ltd, Tandem Investment Partners, with shared positions in $REGN, $MAR, $HUM, $BRZE, $FBTC, $COP. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$REGN $MAR $HUM

$170M

48 positions

#2Wealth Group LtdSmart money

Notable overlap · 5 shared positions

$MAR $REGN $BRZE $HUM $FBTC

$439M

94 positions

#3Tandem Investment Partners LLCPassive

Notable overlap · 4 shared positions

$REGN $MAR $BRZE $HUM

$118M

73 positions

#4ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 3 shared positions

$MAR $REGN $HUM

$138M

59 positions

#5Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $BRZE $HUM $COP

$254M

108 positions

#6Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$MAR $BRZE $HUM $COP

$255M

1,563 positions

#7ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 5 shared positions

$MAR $HUM $BRZE $COP $KO

$1.5B

958 positions

#8Junk Investment Group, LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $MKL $KO

$191M

88 positions

#9SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $SO $MKL

$272M

554 positions

#10Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$MAR $HUM $PM $T

$302M

51 positions

#11RCW Management, LLCPassive

Notable overlap · 3 shared positions

$MAR $HUM $COP

$98M

68 positions

#12Compass Financial Group, INC/SDActive

Notable overlap · 3 shared positions

$MAR $HUM $MKL

$715M

105 positions

#13Anson Capital, Inc.Passive

Notable overlap · 6 shared positions

$REGN $BRZE $HUM $MKL $COP $FBTC

$146M

90 positions

#14Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MAR $BRZE $KO $T

$589M

138 positions

#15Osbon Capital Management LLCPassive

Notable overlap · 3 shared positions

$MAR $HUM $FBTC

$123M

493 positions

#16Magnolia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MAR $SO $COP $KO

$172M

212 positions

#17Guilbault Capital LLCPassive

Notable overlap · 4 shared positions

$REGN $HUM $KO $PM

$91M

67 positions

#18Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$REGN $BRZE $COP

$114M

84 positions

#19CVA Family Office, LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $COP $KO

$950M

1,838 positions

#20Longview Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$REGN $SO $KO $PM $T

$164M

163 positions

#21Accordant Advisory Group IncPassive

Notable overlap · 3 shared positions

$REGN $HUM $NSC

$161M

238 positions

#22Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$REGN $HUM $KO

$331M

134 positions

#23Commerce Advisors, LLCPassive

Some overlap · 3 shared positions

$REGN $BRZE $KO

$119M

122 positions

#24WBH ADVISORY INCPassive

Some overlap · 4 shared positions

$MAR $BRZE $MKL $COP

$1.3B

350 positions

#25AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Some overlap · 4 shared positions

$REGN $MKL $KO $PM

$206M

97 positions

Compare Wiser Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wiser Wealth ,’s holdings

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.