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 Circle Wealth ,

13F Portfolio OverlapQ1 2026Circle Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Circle Wealth Management, LLC is an institutional investor managing $7.0B across 264 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 Circle Wealth , are Archer Investment ,, RED LIGHTHOUSE INVESTMENT ,, First Growth, with shared positions in $IAU, $MAR, $NKE, $MKL, $HUM, $WT. The full ranking of 25 similar funds is below.

#1Archer Investment Management, LLCPassive

Slight overlap · 6 shared positions

$IAU $MAR $NKE $MKL $HUM $WT

$238M

108 positions

#2RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 5 shared positions

$IAU $MAR $NKE $SBUX $LRCX

$296M

80 positions

#3First Growth Capital LLCActive

Slight overlap · 5 shared positions

$IAU $MAR $NKE $HUM $MKL

$111M

129 positions

#4Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 5 shared positions

$IAU $MAR $NKE $HUM $PLTR

$414M

694 positions

#5Rockwood Wealth Management, LLCSmart money

Slight overlap · 6 shared positions

$IAU $MAR $HUM $MKL $EPAM $NKE

$1.4B

118 positions

#6Farrell Financial LLCPassive

Slight overlap · 6 shared positions

$IAU $MAR $HUM $MKL $WT $LITE

$167M

76 positions

#7LRI Investments, LLCActive

Slight overlap · 6 shared positions

$IAU $NKE $HUM $MKL $WT $CARR

$1.1B

1,415 positions

#8Philadelphia Investment Partners, LLCPassive

Slight overlap · 5 shared positions

$IAU $MAR $XYZ $WT $PLTR

$147M

189 positions

#9SYON CAPITAL LLCPassive

Slight overlap · 4 shared positions

$IAU $MAR $XYZ $HUM

$2.0B

906 positions

#10Valued Retirements, Inc.Passive

Slight overlap · 5 shared positions

$IAU $NKE $HUM $MKL $WT

$102M

90 positions

#11FIDUCIARY FINANCIAL GROUP, LLCPassive

Slight overlap · 5 shared positions

$IAU $NKE $HUM $MKL $PLTR

$754M

345 positions

#12Timonier Family Office, LTD.

Slight overlap · 4 shared positions

$IAU $MAR $NKE $EPAM

$315M

56 positions

#13Forum Financial Management, LPSmart money

Slight overlap · 4 shared positions

$IAU $MAR $NKE $PLTR

$7.1B

331 positions

#14Moisand Fitzgerald Tamayo, LLCActive

Slight overlap · 6 shared positions

$IAU $NKE $MKL $WT $EPAM $LRCX

$931M

518 positions

#15First Financial Group CorpActive

Slight overlap · 6 shared positions

$IAU $NKE $HUM $WT $CRWD $LRCX

$122M

80 positions

#16JNBA Financial AdvisorsActive

Slight overlap · 5 shared positions

$IAU $MAR $HUM $MKL $WT

$1.2B

819 positions

#17Bradley & Co. Private Wealth Management, LLCPassive

Slight overlap · 6 shared positions

$IAU $SBUX $MKL $MAR $EPAM $PLTR

$190M

215 positions

#18Systelligence, LLCPassive

Slight overlap · 4 shared positions

$IAU $MAR $XYZ $WT

$514M

56 positions

#19Elevated Financial Group LLCActive

Slight overlap · 4 shared positions

$IAU $MAR $SBUX $NKE

$308M

134 positions

#20Beckerman Institutional, LLCPassive

Slight overlap · 5 shared positions

$IAU $MAR $NKE $HUM $WT

$188M

121 positions

#21FMB WEALTH MANAGEMENTActive

Slight overlap · 4 shared positions

$IAU $MAR $NKE $LRCX

$242M

73 positions

#22RAM Investment Partners, LLCActive

Slight overlap · 4 shared positions

$IAU $MAR $NKE $LRCX

$569M

121 positions

#23Interchange Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$IAU $MAR $SBUX $WT

$317M

309 positions

#24Financial Sense Advisors, Inc.Passive

Slight overlap · 4 shared positions

$IAU $NKE $XYZ $PLTR

$493M

142 positions

#25Donalies Financial Planning, LLCActive

Slight overlap · 5 shared positions

$IAU $MAR $NKE $SBUX $HUM

$117M

74 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.