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 New England Private Wealth Advisors

13F Portfolio OverlapQ1 2026New England Private Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

New England Private Wealth Advisors LLC is an institutional investor managing $866M across 194 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 New England Private Wealth Advisors are MJP ASSOCIATES /ADV, SIGNATUREFD,, Reality Financial Planning Services,, with shared positions in $HUM, $JHG, $AMN, $KKR, $AGQ, $BRZE. The full ranking of 25 similar funds is below.

#1MJP ASSOCIATES INC /ADVPassive

Notable overlap · 5 shared positions

$HUM $JHG $AMN $KKR $AGQ

$824M

231 positions

#2SIGNATUREFD, LLCActive

Notable overlap · 3 shared positions

$HUM $JHG $BRZE

$6.5B

3,465 positions

#3Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $WT

$104M

20 positions

#4Family CFO IncActive

Notable overlap · 5 shared positions

$HUM $BRZE $AFRM $MKL $GLDM

$223M

41 positions

#5Advisor OS, LLCPassive

Notable overlap · 7 shared positions

$JHG $HUM $AMN $AGQ $MAR $KKR

$1.4B

575 positions

#6FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$HUM $BRZE $WT $COP

$264M

25 positions

#7Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $BNL

$341M

64 positions

#8Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $KKR $SAN

$255M

70 positions

#9PLANNING DIRECTIONS INCActive

Notable overlap · 5 shared positions

$HUM $DOV $COP $BRZE $SAN

$198M

106 positions

#10HB Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $BRZE $MKL $AMN

$15.5B

1,547 positions

#11Joel Isaacson & Co., LLCActive

Notable overlap · 6 shared positions

$HUM $BRZE $KKR $MKL $DOV $MAR

$3.0B

455 positions

#12McCarthy Asset Management, Inc.

Notable overlap · 3 shared positions

$HUM $BRZE $COP

$192M

27 positions

#13Fusion Capital, LLCActive

Notable overlap · 4 shared positions

$HUM $JHG $KKR $SAN

$371M

104 positions

#14FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 6 shared positions

$HUM $BRZE $KKR $AMN $IAU $MAR

$176M

104 positions

#15Ballast Financial Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $DOV $BRZE $KKR $AMN $IAU

$98M

68 positions

#16Wingate Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $BRZE $MAR $WT

$187M

121 positions

#17Stokes Family Office, LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $DOV $AMN $IAU $IAUM

$969M

276 positions

#18GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$HUM $DOV $AMN $IAU

$162M

51 positions

#19Bulwark Capital CorpActive

Notable overlap · 8 shared positions

$JHG $HUM $KKR $MAR $WT $COP

$162M

100 positions

#20Blackston Financial Advisory Group, LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $MAR $DOV $MDY

$160M

106 positions

#21Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $AMN

$290M

485 positions

#22McClarren Financial Advisors, Inc.Active

Notable overlap · 7 shared positions

$HUM $BRZE $KKR $MAR $AFRM $MKL

$169M

79 positions

#23ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $BRZE $WT $MKL

$753M

159 positions

#24Paragon Capital Management LtdActive

Notable overlap · 7 shared positions

$HUM $AMN $AFRM $AGQ $WT $MDY

$476M

199 positions

#25Mosaic Advisors LLCPassive

Notable overlap · 6 shared positions

$HUM $DOV $MAR $MKL $COP $EPAM

$67M

42 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.