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 Bridgewater Advisors

13F Portfolio OverlapQ1 2026Bridgewater Advisors portfolio →

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Most similar hedge funds by 13F overlap

Bridgewater Advisors Inc. is an institutional investor managing $1.7B across 456 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 Bridgewater Advisors are FINANCIAL ADVISORY PARTNERS,, Marshall & Sterling Wealth Advisors, Aspen ,, with shared positions in $USB, $MAR, $NEE, $HUM, $GLDM, $DOV. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$USB $MAR $NEE $HUM

$354M

66 positions

#2Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$USB $MAR $HUM $GLDM

$153M

344 positions

#3Aspen Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$USB $DOV $DIA $MU

$404M

77 positions

#4PETERSON WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$USB $NEE $HUM

$172M

166 positions

#5BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$USB $MAR $GLDM

$1.2B

229 positions

#6Foundation Wealth Management, LLC\PAActive

Notable overlap · 3 shared positions

$USB $NEE $MAR

$284M

91 positions

#7NEPC LLCSmart money

Notable overlap · 3 shared positions

$USB $DOV $GLDM

$5.0B

51 positions

#8Marion Wealth ManagementPassive

Notable overlap · 3 shared positions

$USB $MAR $NEE

$451M

146 positions

#9ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$USB $DOV $MAR

$112M

69 positions

#10GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$USB $DOV $NEE

$220M

30 positions

#11Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$USB $KLAC $NEE $GLDM

$2.1B

152 positions

#12Davidson Capital Management Inc.Active

Notable overlap · 3 shared positions

$USB $NEE $KLAC

$552M

93 positions

#13DecisionPoint Financial, LLCActive

Notable overlap · 3 shared positions

$USB $MAR $DOV

$464M

679 positions

#14Farrell Financial LLCPassive

Notable overlap · 3 shared positions

$USB $HUM $MAR

$167M

76 positions

#15Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$USB $HUM $GLDM

$197M

50 positions

#16BUFFALO BUSINESS & ESTATE SERVICES LTDActive

Notable overlap · 3 shared positions

$USB $KLAC $NEE

$689M

87 positions

#17POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$USB $HUM $NEE

$269M

96 positions

#18HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$USB $NEE $HUM

$280M

107 positions

#19PRUDENTIAL PLCActive

Notable overlap · 4 shared positions

$USB $DOV $KLAC $MU

$17.1B

680 positions

#20Pioneer Wealth Management GroupSmart money

Notable overlap · 3 shared positions

$USB $HUM $MAR

$357M

50 positions

#21Towerpoint Wealth, LLCActive

Notable overlap · 3 shared positions

$USB $MAR $HUM

$248M

93 positions

#22Fortune 45 LLCActive

Notable overlap · 3 shared positions

$USB $DIA $DOV

$205M

39 positions

#23TAGStone Capital, Inc.Passive

Notable overlap · 3 shared positions

$USB $HUM $MAR

$283M

137 positions

#24OxenFree Capital LLCActive

Notable overlap · 3 shared positions

$USB $NEE $GLDM

$206M

56 positions

#25Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$USB $MAR $HUM

$745M

219 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.