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 Lunt ,

13F Portfolio OverlapQ1 2026Lunt , portfolio →

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Most similar hedge funds by 13F overlap

Lunt Capital Management, Inc. is an institutional investor managing $260M across 97 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 Lunt , are COLUMBIA ADVISORY PARTNERS, RESOLUTE ,, Envision Financial, with shared positions in $WT, $REGN, $FND, $GSAT, $SHEL, $DHR. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $REGN $FND $GSAT

$157M

92 positions

#2RESOLUTE CAPITAL, LLCActive

Substantial overlap · 5 shared positions

$WT $SHEL $DHR $DUK $MAR

$247M

57 positions

#3Envision Financial LLCActive

Substantial overlap · 3 shared positions

$WT $FND $USB

$186M

46 positions

#4Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $MAR $USB

$126M

67 positions

#5Choice Wealth Advisors, LLCActive

Substantial overlap · 3 shared positions

$WT $FND $SHEL

$255M

35 positions

#6Halbert, Hargrove/Russell LLCSmart money

Substantial overlap · 4 shared positions

$WT $XYZ $ZION $USB

$2.1B

372 positions

#7TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $DHR $RCL

$163M

795 positions

#8MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $USB $GSAT

$147M

52 positions

#9IAM Advisory, LLCActive

Substantial overlap · 5 shared positions

$WT $REGN $PANW $USB $GSAT

$446M

95 positions

#10RVW Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $REGN $FLEX

$1.3B

176 positions

#11Fortune Financial Group, Inc.Active

Substantial overlap · 4 shared positions

$WT $REGN $USB $GSAT

$111M

84 positions

#12Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $MAR $USB

$219M

145 positions

#13Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $PANW $TPL

$115M

51 positions

#14AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Substantial overlap · 3 shared positions

$WT $REGN $USB

$206M

97 positions

#15Family Legacy Financial Solutions, LLCActive

Substantial overlap · 4 shared positions

$WT $PANW $DHR $DUK

$124M

44 positions

#16Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $DUK $GSAT

$491M

147 positions

#17CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 4 shared positions

$WT $REGN $MAR $USB

$149M

96 positions

#18tru Independence LLCPassive

Substantial overlap · 3 shared positions

$WT $FND $MAR

$202M

102 positions

#19Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $MAR $DUK

$3.2B

481 positions

#20Systelligence, LLCPassive

Notable overlap · 5 shared positions

$WT $XYZ $MAR $USB $GSAT

$514M

56 positions

#21Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $XYZ $FLEX

$313M

138 positions

#22Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $DHR $GSAT

$231M

56 positions

#23Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $DHR $MAR

$153M

96 positions

#24Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $DHR $API

$90M

65 positions

#25Tidemark, LLCPassive

Notable overlap · 4 shared positions

$WT $XYZ $MAR $REGN

$393M

901 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.