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 Wealthquest

13F Portfolio OverlapQ1 2026Wealthquest portfolio →

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Most similar hedge funds by 13F overlap

Wealthquest Corp is an institutional investor managing $1.3B across 148 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 Wealthquest are Compass Advisory Group, LEE JOHNSON ,, Financial Council,, with shared positions in $LEN, $USB, $HSY, $HUM, $GE, $AMGN. The full ranking of 25 similar funds is below.

#1Compass Advisory Group LLCActive

Notable overlap · 4 shared positions

$LEN $USB $HSY $HUM

$374M

86 positions

#2LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$LEN $GE $AMGN

$279M

80 positions

#3Financial Council, LLCActive

Notable overlap · 3 shared positions

$LEN $GE $ABT

$259M

101 positions

#4WHI TRUST Co LLCSmart money

Notable overlap · 6 shared positions

$LEN $AMGN $HUM $APD $GE $HSY

$133M

88 positions

#5Koss-Olinger Consulting, LLCActive

Notable overlap · 3 shared positions

$LEN $GE $APA

$1.2B

254 positions

#6Long Island Wealth Management, Inc.Active

Notable overlap · 6 shared positions

$LEN $USB $HSY $AMGN $HUM $IBM

$216M

89 positions

#7GERMAN AMERICAN BANCORP, INC.Active

Notable overlap · 3 shared positions

$LEN $ABT $GABC

$1.2B

148 positions

#8Hopwood Financial Services, Inc.Active

Notable overlap · 6 shared positions

$LEN $HSY $AMGN $ABT $HUM $IBM

$148M

83 positions

#9Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 4 shared positions

$LEN $MCD $HUM $IBM

$165M

67 positions

#10Code Waechter LLCPassive

Some overlap · 3 shared positions

$LEN $USB $AMGN

$168M

118 positions

#11Ehrenkranz Partners L.P.Smart money

Some overlap · 3 shared positions

$LEN $GE $USB

$126M

47 positions

#12Reyes Financial Architecture, Inc.Passive

Some overlap · 5 shared positions

$LEN $AMGN $MCD $HUM $IBM

$122M

348 positions

#13Abundance Wealth CounselorsActive

Some overlap · 3 shared positions

$LEN $AMGN $IBM

$697M

246 positions

#14Hapanowicz & Associates Financial Services, IncSmart money

Some overlap · 3 shared positions

$LEN $MCD $HUM

$251M

31 positions

#15Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$LEN $MCD $HUM

$115M

115 positions

#16Sageworth Trust CoActive

Some overlap · 3 shared positions

$LEN $ABT $GE

$2.3B

172 positions

#17TOMPKINS FINANCIAL CORPPassive

Some overlap · 4 shared positions

$LEN $AMGN $MCD $ABT

$1.3B

565 positions

#18Atwater Malick LLCActive

Some overlap · 3 shared positions

$LEN $MCD $HSY

$370M

100 positions

#19Sandbox Financial Partners, LLCActive

Some overlap · 4 shared positions

$LEN $GE $HUM $IBM

$356M

117 positions

#20PlanVest Financial, IncPassive

Some overlap · 3 shared positions

$LEN $ABT $IBM

$131M

565 positions

#21INVESTED ADVISORSPassive

Some overlap · 3 shared positions

$LEN $HSY $AMGN

$99M

138 positions

#22Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $MCD $HUM

$181M

177 positions

#23MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$LEN $MCD $ABT $IBM

$293M

103 positions

#24Smead Capital Management, Inc.Active

Some overlap · 3 shared positions

$LEN $APA $AMGN

$4.6B

32 positions

#25Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$LEN $MCD $HUM

$193M

1,065 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.