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 Well Done,

13F Portfolio OverlapQ1 2026Well Done, portfolio →

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Most similar hedge funds by 13F overlap

Well Done, LLC is an institutional investor managing $681M across 197 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 Well Done, are CLEAR WAVE WEALTH, Systelligence,, FIFTH THIRD SECURITIES,, with shared positions in $MS, $IAU, $SAN, $HUM, $WT, $DOV. The full ranking of 25 similar funds is below.

#1CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$MS $IAU $SAN $HUM

$463M

177 positions

#2Systelligence, LLCPassive

Notable overlap · 5 shared positions

$MS $WT $IAU $SAN $DOV

$514M

56 positions

#3FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 8 shared positions

$MS $IAU $SLV $SAN $DOV $DIA

$1.5B

341 positions

#4ATX Financial Planning, LLCPassive

Some overlap · 4 shared positions

$IAU $MS $WT $ABT

$132M

81 positions

#5Trademark Financial Management, LLCPassive

Some overlap · 4 shared positions

$IAU $MS $WT $HUM

$204M

102 positions

#6Beacon Bridge Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $SAN $HUM

$299M

101 positions

#7Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$IAU $MS $WT $DOV $HUM

$90M

65 positions

#8WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$IAU $SAN $WT $SLV $MS $HUM

$360M

191 positions

#9Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$MS $IAU $WT $MCD

$1.2B

262 positions

#10TME FINANCIAL, INC.Passive

Some overlap · 3 shared positions

$MS $IAU $NTRB

$144M

65 positions

#11TriaGen Wealth Management LLCPassive

Some overlap · 3 shared positions

$MS $IAU $MCD

$366M

171 positions

#12Modus Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $MS $MCD

$363M

117 positions

#13Beckerman Institutional, LLCPassive

Some overlap · 5 shared positions

$MS $SAN $WT $IAU $HUM

$188M

121 positions

#14CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$IAU $WT $SAN $SLV

$149M

96 positions

#15Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$MS $SAN $SLV $HUM

$383M

290 positions

#16truNorth Financial Services, Inc.Active

Some overlap · 5 shared positions

$MS $WT $SLV $HUM $DIA

$97M

49 positions

#17MidAtlantic Capital Management, Inc.Passive

Some overlap · 5 shared positions

$MS $WT $DOV $SLV $NTRB

$145M

84 positions

#18Eagle Strategies LLCPassive

Some overlap · 6 shared positions

$MS $WT $SLV $IAU $HUM $NTRB

$837M

258 positions

#19STEPHEN J. GARRY & ASSOCIATES, LLCActive

Some overlap · 4 shared positions

$IAU $SAN $SLV $DIA

$124M

51 positions

#20Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$IAU $WT $MS $HUM $MCD $AFRM

$365M

111 positions

#21Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $WT $MS

$444M

232 positions

#22Excelsior Advisor Network LLCPassive

Some overlap · 4 shared positions

$IAU $SAN $DOV $HUM

$263M

226 positions

#23Broussard Financial Group LLCActive

Some overlap · 4 shared positions

$IAU $WT $SLV $EPAM

$125M

29 positions

#24Evercore Wealth Management, LLCActive

Some overlap · 3 shared positions

$MS $WT $IAU

$6.4B

418 positions

#25Riverbend Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MS $WT $IAU

$175M

152 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.