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 Wealthspire Advisors,

13F Portfolio OverlapQ1 2026Wealthspire Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Wealthspire Advisors, LLC is an institutional investor managing $12.7B across 932 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 Wealthspire Advisors, are PHILLIPS FINANCIAL ,, FIDUCIARY ADVISORS,, CLUNE & ASSOCIATES, LTD., with shared positions in $BRZE, $MKL, $DHR, $UNIT, $COP, $DDOG. The full ranking of 25 similar funds is below.

#1PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$BRZE $MKL $DHR $UNIT $COP $DDOG

$1.4B

283 positions

#2FIDUCIARY ADVISORS, INC.Active

Some overlap · 7 shared positions

$BRZE $MKL $DHR $UNIT $COP $SE

$133M

121 positions

#3CLUNE & ASSOCIATES, LTD.Passive

Some overlap · 7 shared positions

$BRZE $MKL $DHR $UNIT $COP $DDOG

$532M

162 positions

#4GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 6 shared positions

$BRZE $MKL $DHR $AGQ $UNIT $DDOG

$128M

42 positions

#5Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 7 shared positions

$BRZE $MKL $DHR $COP $DDOG $SCHW

$578M

118 positions

#6TrueNorth, Inc.Passive

Some overlap · 6 shared positions

$BRZE $MKL $DHR $RBLX $DDOG $SE

$1.0B

1,033 positions

#7Verus Financial Partners, Inc.Smart money

Some overlap · 6 shared positions

$BRZE $MKL $DHR $UNIT $DDOG $DOV

$1.1B

121 positions

#8Professional Financial Advisors, LLCActive

Some overlap · 6 shared positions

$BRZE $MKL $WT $AGQ $SE $SCHW

$491M

137 positions

#9Efficient Advisors, LLCActive

Some overlap · 8 shared positions

$BRZE $MKL $WT $UNIT $COP $SCHW

$1.4B

58 positions

#10WealthCollab, LLCPassive

Some overlap · 6 shared positions

$BRZE $MKL $DHR $DDOG $COP $SCHW

$243M

977 positions

#11Shelter Mutual Insurance CoPassive

Some overlap · 5 shared positions

$BRZE $CME $DHR $MKL $SE

$450M

58 positions

#12White Lighthouse Investment Management Inc.Active

Some overlap · 7 shared positions

$BRZE $DHR $UNIT $COP $MKL $SCHW

$721M

145 positions

#13Luminvest Wealth Management LLCSmart money

Some overlap · 6 shared positions

$BRZE $MKL $DHR $COP $DDOG $SCHW

$382M

55 positions

#14Downshift Financial, LLCActive

Some overlap · 7 shared positions

$BRZE $DHR $UNIT $COP $SE $DDOG

$193M

77 positions

#15Prospera Capital Management, LLCSmart money

Some overlap · 6 shared positions

$BRZE $MKL $UNIT $COP $DDOG $SCHW

$199M

45 positions

#16Manuka Financial, LLCActive

Some overlap · 7 shared positions

$BRZE $DHR $UNIT $DDOG $MKL $DOV

$162M

56 positions

#17MontVue Capital Management, Inc.Active

Some overlap · 5 shared positions

$BRZE $MKL $DHR $SCHW $DOV

$147M

67 positions

#18Wrenne Financial Planning LLCSmart money

Some overlap · 7 shared positions

$BRZE $MKL $UNIT $DDOG $SCHW $WT

$255M

49 positions

#19CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Some overlap · 6 shared positions

$BRZE $DHR $WT $SE $SCHW $MKL

$324M

77 positions

#20Topsail Wealth Management, LLCActive

Some overlap · 5 shared positions

$BRZE $MKL $COP $UNIT $DDOG

$678M

294 positions

#21Breakwater Investment ManagementPassive

Some overlap · 6 shared positions

$BRZE $MKL $DDOG $WT $SCHW $DOV

$269M

506 positions

#22Valpey Financial Services, LLCPassive

Some overlap · 4 shared positions

$BRZE $MKL $DHR $UNIT

$154M

75 positions

#23SVRN Asset Management, LLCActive

Some overlap · 5 shared positions

$BRZE $MKL $UNIT $DDOG $SCHW

$103M

37 positions

#24St. Louis Trust CoActive

Some overlap · 4 shared positions

$BRZE $MKL $DHR $DOV

$856M

145 positions

#25Orcam Financial GroupSmart money

Some overlap · 5 shared positions

$BRZE $MKL $COP $DDOG $DOV

$141M

62 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.