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 Glassman Wealth Services

13F Portfolio OverlapQ2 2026Glassman Wealth Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Glassman Wealth Services is an institutional investor managing $835M across 236 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Glassman Wealth Services are Financial Network Wealth Advisors, ELEMENT POINTE ADVISORS, PKS Advisory Services, with shared positions in $SNA, $STT, $GLDM, $DOV, $MDY, $IBIT. The full ranking of 25 similar funds is below.

#1Financial Network Wealth Advisors LLCPassive

Slight overlap · 4 shared positions

$SNA $STT $GLDM $DOV

$99M

858 positions

#2ELEMENT POINTE ADVISORS, LLCSmart money

Slight overlap · 5 shared positions

$MDY $IBIT $STT $GLDM $FBTC

$621M

90 positions

#3PKS Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$MDY $IBIT $STT

$627M

380 positions

#4Mill Creek Capital Advisors, LLC

Slight overlap · 3 shared positions

$MDY $IBIT $STT

$4.9B

260 positions

#5Wealth Watch Advisors, INCActive

Slight overlap · 3 shared positions

$MDY $IBIT $STT

$309M

142 positions

#6HUDSON EDGE INVESTMENT PARTNERS INC.Active

Slight overlap · 3 shared positions

$SNA $STT $DOV

$732M

123 positions

#7Friday FinancialActive

Slight overlap · 3 shared positions

$MDY $IBIT $STT

$373M

108 positions

#8Apeiron RIA LLCActive

Slight overlap · 3 shared positions

$MDY $IBIT $GLDM

$390M

162 positions

#9Ashford Advisors, LLCSmart money

Slight overlap · 3 shared positions

$MDY $IBIT $DOV

$485M

23 positions

#10Sageworth Trust CoActive

Slight overlap · 3 shared positions

$MDY $IBIT $DOV

$2.5B

127 positions

#11Oakmont Advisory Group, LLCPassive

Slight overlap · 3 shared positions

$SNA $STT $GLDM

$119M

526 positions

#12Clientfirst Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$MDY $IBIT $FBTC

$122M

53 positions

#13BITTERROOT CAPITAL ADVISORS LLCSmart money

Slight overlap · 3 shared positions

$MDY $IBIT $FBTC

$166M

53 positions

#14WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 4 shared positions

$MDY $IBIT $STT $GLDM

$1.1B

105 positions

#15Alliance Wealth Advisors, LLC /UTPassive

Slight overlap · 4 shared positions

$SNA $IBIT $GLDM $DOV

$530M

235 positions

#16NICOLET BANKSHARES INCActive

Slight overlap · 3 shared positions

$MDY $IBIT $STT

$3.1B

615 positions

#17Financial Engines Advisors L.L.C.Active

Slight overlap · 4 shared positions

$MDY $IBIT $STT $MUFG

$56.3B

552 positions

#18Colter Lewis Investment Partners LLCActive

Slight overlap · 3 shared positions

$MDY $IBIT $DOV

$225M

114 positions

#19Financial Futures Ltd Liability Co.Active

Slight overlap · 3 shared positions

$MDY $IBIT $MUFG

$263M

80 positions

#20RETIREMENT INCOME SOLUTIONS, INCSmart money

Slight overlap · 4 shared positions

$MDY $STT $GLDM $MUFG

$581M

172 positions

#21Clear Point Advisors Inc.Passive

Slight overlap · 3 shared positions

$MDY $STT $GLDM

$113M

93 positions

#22LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$MDY $STT $GLDM

$1.2B

232 positions

#23PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Slight overlap · 4 shared positions

$MDY $STT $DOV $SNPS

$1.7B

240 positions

#24RTD Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$MDY $STT $DOV $MUFG

$917M

120 positions

#25MontVue Capital Management, Inc.Active

Slight overlap · 3 shared positions

$MDY $STT $DOV

$174M

78 positions

Compare Glassman Wealth Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Glassman Wealth Services’s holdings

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.