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 Financial Enhancement Group

13F Portfolio OverlapQ1 2026Financial Enhancement Group portfolio →

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Most similar hedge funds by 13F overlap

Financial Enhancement Group LLC is an institutional investor managing $839M across 137 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 Financial Enhancement Group are Ridgeline Wealth,, Flaharty Asset ,, INSPIRION WEALTH ADVISORS,, with shared positions in $JHG, $MDLZ, $GEV, $FND, $DHR, $MSTR. The full ranking of 25 similar funds is below.

#1Ridgeline Wealth, LLCActive

Notable overlap · 3 shared positions

$JHG $MDLZ $GEV

$140M

52 positions

#2Flaharty Asset Management, LLCActive

Notable overlap · 4 shared positions

$JHG $FND $DHR $MSTR

$806M

133 positions

#3INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 7 shared positions

$JHG $GLDM $WT $FND $KKR $UNIT

$803M

181 positions

#4E6 Portfolios, LLCActive

Notable overlap · 4 shared positions

$JHG $GMM $IBIT $MSTR

$96M

58 positions

#5Dynamic Financial GroupActive

Notable overlap · 5 shared positions

$JHG $GMM $LIN $UNIT $GEV

$122M

69 positions

#6EPIQ PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$JHG $IBIT $NEE $USB $ALB

$214M

83 positions

#7First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $GSAT $NEE $WT $GEV

$122M

80 positions

#8TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$JHG $ICE $IBIT

$1.2B

207 positions

#9Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $GMM $USB

$180M

39 positions

#10Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $GMM $USB

$129M

46 positions

#11Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $WT $DHR

$195M

99 positions

#12MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $DHR $KKR

$316M

37 positions

#13WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $KKR $UNIT

$156M

139 positions

#14Guardian Financial Partners, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $GEV $IBIT

$237M

67 positions

#15Sage Mountain Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $GLDM $UNIT $IBIT

$1.4B

281 positions

#16Drake & Associates, LLCActive

Notable overlap · 4 shared positions

$JHG $KR $DHR $LIN

$525M

97 positions

#17Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $GSAT $UNIT

$145M

98 positions

#181900 WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$1.6B

253 positions

#19NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 7 shared positions

$JHG $GLDM $GSAT $USB $LIN $UNIT

$777M

112 positions

#20Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$JHG $GLDM $WT $UNIT $GEV

$150M

134 positions

#21MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $WT $KKR

$1.9B

160 positions

#22Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $GSAT $ALB

$121M

295 positions

#23Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$306M

1,121 positions

#24Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $GLDM $KKR

$158M

103 positions

#25Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $GSAT $KKR

$144M

387 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.