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 Tradewinds ,

13F Portfolio OverlapQ1 2026Tradewinds , portfolio →

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Most similar hedge funds by 13F overlap

Tradewinds Capital Management, LLC is an institutional investor managing $504M across 719 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 Tradewinds , are My Portfolio Guide,, Copley Financial Group,, NavPoint Financial,, with shared positions in $GLDM, $GMM, $BAC, $SIVR, $MCD, $API. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLCActive

Notable overlap · 3 shared positions

$GLDM $GMM $BAC

$181M

166 positions

#2Copley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$GLDM $SIVR $BAC $MCD

$166M

115 positions

#3NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $GMM $MCD

$247M

71 positions

#4SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 4 shared positions

$GLDM $GMM $MCD $BAC

$676M

137 positions

#5Prairiewood Capital, LLCActive

Notable overlap · 4 shared positions

$API $ABT $WFC $BAC

$346M

77 positions

#6AIFG Consultants Ltd.

Notable overlap · 3 shared positions

$GLDM $MU $BAC

$58M

54 positions

#7CONTINUUM WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $MU $MCD

$241M

70 positions

#8Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $GMM $RL

$108M

77 positions

#9Cassaday & Co Wealth Management LLCActive

Notable overlap · 4 shared positions

$GLDM $GMM $MCD $ABT

$4.7B

1,361 positions

#10Avid Wealth Partners LLCActive

Notable overlap · 3 shared positions

$GLDM $MU $BAC

$212M

71 positions

#11Blue Barn Wealth, LLC

Notable overlap · 4 shared positions

$GMM $MU $WFC $BAC

$69M

46 positions

#12Cedar Point Capital Partners, LLCPassive

Some overlap · 3 shared positions

$GLDM $WFC $OKE

$154M

71 positions

#13Luken Investment Analytics, LLCPassive

Some overlap · 3 shared positions

$GMM $HON $SBUX

$261M

160 positions

#14Alpha Advisors, LLC/VAActive

Some overlap · 3 shared positions

$PSLV $GMM $WFC

$127M

47 positions

#15Heritage Family Offices, LLPPassive

Some overlap · 3 shared positions

$GMM $GLDM $WFC

$225M

196 positions

#16WealthTrak Capital Management LLCPassive

Some overlap · 3 shared positions

$GMM $GLDM $UPS

$140M

80 positions

#17Capital Planning Advisors, LLCPassive

Some overlap · 4 shared positions

$GLDM $ABT $BAC $GWW

$692M

146 positions

#18Hurley Capital, LLCPassive

Some overlap · 4 shared positions

$PSLV $GMM $RL $SBUX

$187M

673 positions

#19BlueStem Wealth Partners, LLCActive

Some overlap · 4 shared positions

$GMM $OKE $BAC $WFC

$900M

124 positions

#20Encompass More Asset ManagementPassive

Some overlap · 3 shared positions

$GLDM $SIVR $MU

$597M

251 positions

#21Global Strategic Investment Solutions, LLCActive

Some overlap · 3 shared positions

$GMM $RELX $API

$1.0B

145 positions

#22Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $MU $RELX

$412M

78 positions

#23CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 4 shared positions

$GMM $GLDM $UPS $OKE

$182M

106 positions

#24Cardinal Strategic Wealth GuidanceSmart money

Some overlap · 4 shared positions

$GLDM $SIVR $HON $ABT

$379M

63 positions

#25Entruity Wealth, LLCActive

Some overlap · 3 shared positions

$PSLV $GLDM $WFC

$147M

46 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.