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 MISSION WEALTH ,

13F Portfolio OverlapQ1 2026MISSION WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

MISSION WEALTH MANAGEMENT, LP is an institutional investor managing $4.9B across 728 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 MISSION WEALTH , are rebel Financial, Laurel Wealth Planning, CRUX WEALTH ADVISORS, with shared positions in $WT, $NOW, $NU, $MUFG, $SE, $SNOW. The full ranking of 25 similar funds is below.

#1rebel Financial LLCPassive

Some overlap · 6 shared positions

$WT $NOW $NU $MUFG $SE $SNOW

$231M

65 positions

#2Laurel Wealth Planning LLCActive

Some overlap · 6 shared positions

$WT $NOW $MUFG $NU $NKE $AFRM

$190M

59 positions

#3CRUX WEALTH ADVISORSPassive

Some overlap · 5 shared positions

$WT $NOW $MUFG $AMAT $HUM

$261M

181 positions

#4Archer Investment Management, LLCPassive

Some overlap · 6 shared positions

$WT $MUFG $NOW $SE $NKE $HUM

$238M

108 positions

#5Centennial Bank/AR/Passive

Some overlap · 4 shared positions

$WT $NOW $MUFG $SNOW

$279M

323 positions

#6IMPACTfolio, LLCSmart money

Some overlap · 5 shared positions

$NOW $NU $MUFG $AMAT $HUM

$235M

35 positions

#7Neumann Capital Management, LLCActive

Some overlap · 5 shared positions

$WT $NOW $NU $MUFG $SNOW

$340M

102 positions

#8Sincerus Advisory, LLCActive

Some overlap · 5 shared positions

$NOW $WT $SE $HUM $AFRM

$132M

76 positions

#9Stewardship Advisors, LLCActive

Some overlap · 5 shared positions

$WT $NU $SE $AFRM $SNOW

$435M

168 positions

#10High Note Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $NOW $MUFG

$509M

938 positions

#11Xena Financial Planning, LLCActive

Some overlap · 4 shared positions

$NOW $NU $MUFG $AFRM

$89M

33 positions

#12Balanced Rock Investment Advisors LLCPassive

Some overlap · 5 shared positions

$NOW $MUFG $NU $SNOW $AFRM

$143M

96 positions

#13McCartney Wealth Management LLCActive

Some overlap · 5 shared positions

$NU $WT $MUFG $SNOW $NKE

$119M

65 positions

#14Addison Advisors LLCPassive

Some overlap · 5 shared positions

$WT $NU $HUM $NKE $AFRM

$452M

980 positions

#15RHS Financial, LLCPassive

Some overlap · 3 shared positions

$WT $NOW $ISRG

$211M

146 positions

#16GRANITE ISLANDS PRIVATE WEALTH, LLCPassive

Some overlap · 3 shared positions

$WT $NOW $ISRG

$109M

70 positions

#17Wingate Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $NOW $HUM

$187M

121 positions

#18Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$WT $NOW $HUM

$436M

125 positions

#19Opes Wealth Management LLCActive

Some overlap · 6 shared positions

$WT $NU $MUFG $AMAT $AFRM $SNOW

$609M

146 positions

#20Seek First Inc.Active

Some overlap · 5 shared positions

$WT $AMAT $ISRG $HUM $SNOW

$142M

58 positions

#21Ravenswood Partners LPPassive

Some overlap · 4 shared positions

$NOW $NU $SE $NKE

$271M

35 positions

#22TIAA Wealth Investment Management LLCActive

Some overlap · 5 shared positions

$NOW $MUFG $SE $SNOW $AMAT

$13.1B

563 positions

#23National Wealth Management Group, LLCPassive

Some overlap · 5 shared positions

$WT $SE $AMAT $HUM $SNOW

$269M

215 positions

#24NOVEM GROUPPassive

Some overlap · 5 shared positions

$NOW $WT $SE $HUM $SNOW

$873M

437 positions

#25TRUE BLUE FINANCIAL, LLCActive

Some overlap · 3 shared positions

$NOW $NU $MUFG

$127M

52 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.