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 Connecticut Wealth ,

13F Portfolio OverlapQ1 2026Connecticut Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Connecticut Wealth Management, LLC is an institutional investor managing $2.4B across 327 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 Connecticut Wealth , are FIDELIS iM,, HOWARD WEALTH ,, New England Private Wealth Advisors, with shared positions in $HUM, $BRZE, $WT, $SCHW, $COP, $MAR. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Some overlap · 5 shared positions

$HUM $BRZE $WT $SCHW $COP

$264M

25 positions

#2HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$HUM $BRZE $WT $SCHW $MAR

$238M

142 positions

#3New England Private Wealth Advisors LLCActive

Some overlap · 6 shared positions

$HUM $BRZE $WT $AGQ $MAR $COP

$866M

194 positions

#4Curran Financial Partners, LLCActive

Some overlap · 5 shared positions

$HUM $BRZE $WT $SCHW $MAR

$559M

127 positions

#5Reality Financial Planning Services, LLCSmart money

Some overlap · 4 shared positions

$HUM $BRZE $WT $SCHW

$104M

20 positions

#6Wingate Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $BRZE $WT $MAR

$187M

121 positions

#7Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $BRZE $WT $COP

$92M

82 positions

#8ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$HUM $BRZE $WT $SCHW

$753M

159 positions

#9Friday FinancialActive

Some overlap · 4 shared positions

$HUM $BRZE $WT $MAR

$290M

93 positions

#10Family CFO IncActive

Some overlap · 4 shared positions

$HUM $BRZE $VLTO $SCHW

$223M

41 positions

#11Innova Wealth PartnersPassive

Some overlap · 5 shared positions

$HUM $ICFI $WT $BRZE $AGQ

$211M

166 positions

#12LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$HUM $WT $BRZE $MAR

$595M

360 positions

#13MRWM Advisors, LLCActive

Some overlap · 5 shared positions

$HUM $BRZE $AGQ $SCHW $WT

$184M

74 positions

#14D.B. Root & Company, LLCActive

Some overlap · 4 shared positions

$HUM $BRZE $VLTO $COP

$419M

191 positions

#15Focus Financial Network, Inc.Passive

Some overlap · 5 shared positions

$BRZE $HUM $WT $AGQ $MAR

$2.8B

729 positions

#16Pinnacle Financial Group, LLC / ILPassive

Some overlap · 5 shared positions

$HUM $WT $BRZE $MS $SCHW

$365M

111 positions

#17Farrell Financial LLCPassive

Some overlap · 6 shared positions

$HUM $WT $BRZE $SCHW $MAR $COP

$167M

76 positions

#18White Lighthouse Investment Management Inc.Active

Some overlap · 5 shared positions

$HUM $BRZE $SCHW $MAR $COP

$721M

145 positions

#19Bulwark Capital CorpActive

Some overlap · 6 shared positions

$HUM $WT $VLTO $MAR $COP $MS

$162M

100 positions

#20FLAGSTAR ADVISORS INC.Passive

Some overlap · 5 shared positions

$HUM $BRZE $WT $MS $SCHW

$276M

174 positions

#21PFG AdvisorsPassive

Some overlap · 4 shared positions

$HUM $BRZE $WT $VLTO

$2.1B

788 positions

#22Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$HUM $BRZE $SCHW $WT $MAR

$269M

506 positions

#23Madden Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$HUM $BRZE $SCHW $MAR $COP

$254M

108 positions

#24Avantax Planning Partners, Inc.Active

Some overlap · 4 shared positions

$HUM $BRZE $WT $COP

$3.6B

435 positions

#25ROBINSON SMITH WEALTH ADVISORS LLCActive

Some overlap · 6 shared positions

$HUM $WT $MS $OTIS $CARR $COP

$148M

84 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.