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 BIP Wealth,

13F Portfolio OverlapQ1 2026BIP Wealth, portfolio →

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Most similar hedge funds by 13F overlap

BIP Wealth, LLC is an institutional investor managing $2.5B across 453 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 BIP Wealth, are Value Investment Professionals,, Wealthcare Partners,, Systelligence,, with shared positions in $WT, $MKL, $DOV, $BRZE, $STRL, $JHG. The full ranking of 25 similar funds is below.

#1Value Investment Professionals, LLCPassive

Substantial overlap · 6 shared positions

$WT $MKL $DOV $BRZE $STRL $JHG

$89M

81 positions

#2Wealthcare Capital Partners, LLCActive

Substantial overlap · 7 shared positions

$WT $MKL $HUM $JHG $KKR $COP

$213M

153 positions

#3Systelligence, LLCPassive

Substantial overlap · 3 shared positions

$WT $DOV $USB

$514M

56 positions

#4MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $MKL $USB

$147M

52 positions

#5MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 5 shared positions

$WT $MKL $UNIT $COP $AMGN

$240M

234 positions

#6SYM FINANCIAL CorpActive

Substantial overlap · 4 shared positions

$WT $DOV $BRZE $SE

$1.0B

415 positions

#7Morton Capital Management LLC/CASmart money

Substantial overlap · 5 shared positions

$WT $USB $HUM $KKR $AMGN

$672M

139 positions

#8Berkeley, IncActive

Substantial overlap · 4 shared positions

$WT $MKL $UNIT $SE

$298M

81 positions

#9COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 5 shared positions

$WT $PHYS $HUM $JHG $COP

$157M

92 positions

#10Glassman Wealth ServicesSmart money

Notable overlap · 10 shared positions

$WT $MKL $BRZE $KKR $ARKO $UNIT

$736M

187 positions

#11Lauer Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $USB $COP $ARKO $ARKB

$126M

67 positions

#12RESOLUTE CAPITAL, LLCActive

Notable overlap · 5 shared positions

$WT $BRZE $JHG $KKR $HUM

$247M

57 positions

#13Envision Financial LLCActive

Notable overlap · 3 shared positions

$WT $USB $UNIT

$186M

46 positions

#14SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $BRZE $UNIT $KKR

$139M

37 positions

#15IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $USB $AMGN

$446M

95 positions

#16Spinnaker Investment Group, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $UNIT $KO $AMGN

$491M

147 positions

#17AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 6 shared positions

$WT $USB $UNIT $KO $MKL $SE

$206M

97 positions

#18Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$WT $USB $ARKO $SE

$377M

140 positions

#19Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$142M

76 positions

#20Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $BRZE $JHG

$195M

131 positions

#21Catalyst Investment Management LLCPassive

Notable overlap · 7 shared positions

$WT $DOV $HUM $MKL $KKR $KO

$90M

65 positions

#22Oxinas Partners Wealth Management LLCPassive

Notable overlap · 5 shared positions

$WT $USB $KKR $STRL $SE

$219M

145 positions

#23Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $DOV $BRZE $KKR

$313M

138 positions

#24Catalina Capital Group, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $KO $SE

$168M

176 positions

#25tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $HUM

$202M

102 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.