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 OverlapQ1 2026Glassman Wealth Services portfolio →

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Most similar hedge funds by 13F overlap

Glassman Wealth Services is an institutional investor managing $736M across 187 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 Glassman Wealth Services are MB, LEVIS & ASSOCIATES,, Williams Financial,, Mullooly Asset ,, with shared positions in $MKL, $WT, $DDOG, $UNIT, $MAR, $USB. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 5 shared positions

$MKL $WT $DDOG $UNIT $MAR

$240M

234 positions

#2Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$MKL $WT $USB

$172M

25 positions

#3Mullooly Asset Management, Inc.Active

Substantial overlap · 6 shared positions

$MKL $DDOG $SNA $KKR $WT $OTIS

$271M

51 positions

#4Blankinship & Foster, LLCSmart money

Substantial overlap · 5 shared positions

$MKL $BRZE $KKR $DDOG $HUM

$452M

75 positions

#5BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Substantial overlap · 4 shared positions

$MKL $DDOG $BRZE $SCHW

$259M

33 positions

#6Wrenne Financial Planning LLCSmart money

Substantial overlap · 9 shared positions

$MKL $DDOG $BRZE $UNIT $HUM $WT

$255M

49 positions

#7Berkeley, IncActive

Substantial overlap · 5 shared positions

$WT $MKL $UNIT $MDY $SE

$298M

81 positions

#8MilWealth Group LLCSmart money

Notable overlap · 7 shared positions

$MKL $KKR $BRZE $HUM $MDY $USB

$420M

81 positions

#9Flower City CapitalSmart money

Notable overlap · 3 shared positions

$MKL $BRZE $DOV

$199M

46 positions

#10BIP Wealth, LLCActive

Notable overlap · 10 shared positions

$WT $MKL $BRZE $KKR $ARKO $UNIT

$2.5B

453 positions

#11Voya Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $KKR $SCHW

$1.0B

209 positions

#12Five Pine Wealth ManagementActive

Notable overlap · 4 shared positions

$MKL $BRZE $SCHW $DOV

$161M

47 positions

#13Triune Financial Partners, LLCSmart money

Notable overlap · 3 shared positions

$MKL $UNIT $AMN

$421M

47 positions

#14CBIZ Investment Advisory Services, LLCSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $USB $SCHW $MAR

$2.7B

415 positions

#15Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 9 shared positions

$WT $MKL $BRZE $KKR $UNIT $HUM

$365M

111 positions

#16Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$WT $MKL $BRZE $SCHW $DOV

$89M

81 positions

#17DEFINE FINANCIAL, LLCSmart money

Notable overlap · 4 shared positions

$MKL $AMN $MAR $SCHW

$184M

41 positions

#18Wealthcare Capital Partners, LLCActive

Notable overlap · 5 shared positions

$WT $MKL $KKR $HUM $SE

$213M

153 positions

#19Hegarty Advisors, LLCActive

Notable overlap · 7 shared positions

$MKL $KKR $UNIT $HUM $USB $MS

$127M

57 positions

#20MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $MKL $USB $GSAT

$147M

52 positions

#21AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 8 shared positions

$WT $DDOG $MKL $UNIT $USB $SE

$206M

97 positions

#22RESOLUTE CAPITAL, LLCActive

Notable overlap · 5 shared positions

$WT $BRZE $KKR $HUM $MAR

$247M

57 positions

#23SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $BRZE $KKR $UNIT

$139M

37 positions

#24Envision Financial LLCActive

Notable overlap · 4 shared positions

$WT $DDOG $UNIT $USB

$186M

46 positions

#25Etesian Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$WT $KKR $BRZE $AMN $SCHW $DOV

$313M

138 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.