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 Fragasso Group

13F Portfolio OverlapQ1 2026Fragasso Group portfolio →

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Most similar hedge funds by 13F overlap

Fragasso Group Inc. is an institutional investor managing $1.9B across 361 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 Fragasso Group are Three Magnolias Financial Advisors,, NORTHBRIDGE FINANCIAL GROUP,, SeaBridge Investment Advisors, with shared positions in $JHG, $AMAT, $LHX, $LOW, $WT, $PLTR. The full ranking of 25 similar funds is below.

#1Three Magnolias Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $AMAT $LHX $LOW $WT $PLTR

$157M

103 positions

#2NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$JHG $PH $WT $PLTR

$232M

168 positions

#3SeaBridge Investment Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $AMGN $PWR $LOW

$591M

188 positions

#4CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$JHG $AMGN $LOW $WT

$309M

132 positions

#5LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$JHG $PH $PLTR

$174M

65 positions

#6Prasad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$JHG $PH $PLTR

$367M

146 positions

#7ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$JHG $LHX $LOW $PLTR

$1.8B

531 positions

#8Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$JHG $BKNG $WT $AMAT

$589M

590 positions

#9Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $PWR $WT $PLTR

$136M

108 positions

#10INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 3 shared positions

$JHG $AMGN $WT

$168M

73 positions

#11Innova Wealth PartnersPassive

Some overlap · 3 shared positions

$JHG $AMGN $WT

$211M

166 positions

#12Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $PWR $LOW

$407M

601 positions

#13Paladin Wealth, LLCPassive

Some overlap · 3 shared positions

$JHG $PWR $LOW

$145M

125 positions

#14Trail Ridge Investment Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $BKNG $UNP

$230M

99 positions

#15Medallion Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $UNP

$306M

1,121 positions

#16Mason & Associates IncActive

Some overlap · 3 shared positions

$JHG $WT $PLTR

$516M

160 positions

#17Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$JHG $WT $PLTR

$144M

387 positions

#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$JHG $WT $PNC

$156M

139 positions

#19Sanchez Wealth Management GroupActive

Some overlap · 4 shared positions

$JHG $WT $AMAT $UNP

$462M

53 positions

#20Clearwater Capital Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $WT $PLTR

$1.2B

177 positions

#21Great Point Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $WT $AMAT

$542M

62 positions

#22Triton Financial Group IncPassive

Some overlap · 3 shared positions

$JHG $WT $PLTR

$57M

62 positions

#23Advance Capital Management, Inc.Smart money

Some overlap · 3 shared positions

$JHG $AMGN $WT

$2.6B

185 positions

#24AE Wealth Management LLCPassive

Some overlap · 4 shared positions

$JHG $AMAT $WT $PLTR

$18.5B

2,591 positions

#25Auour Investments LLCActive

Some overlap · 3 shared positions

$JHG $WT $AMGN

$318M

91 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.