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 SigFig Wealth ,

13F Portfolio OverlapQ1 2026SigFig Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SigFig Wealth Management, LLC is an institutional investor managing $3.8B across 142 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 SigFig Wealth , are RCS Financial Planning,, MA Private Wealth, Legacy Wealth Partners,, with shared positions in $GMM, $SNOW, $VLTO, $SE, $DDOG, $IAU. The full ranking of 25 similar funds is below.

#1RCS Financial Planning, LLCPassive

Slight overlap · 7 shared positions

$GMM $SNOW $VLTO $SE $DDOG $IAU

$193M

98 positions

#2MA Private WealthActive

Slight overlap · 8 shared positions

$GMM $SNOW $VLTO $SE $IAU $MUFG

$591M

86 positions

#3Legacy Wealth Partners, LLCPassive

Slight overlap · 6 shared positions

$GMM $SNOW $VLTO $SE $WT $DDOG

$399M

176 positions

#4TRB Wealth Management, LLCPassive

Slight overlap · 7 shared positions

$GMM $SNOW $SE $WT $DDOG $KKR

$704M

285 positions

#5Capital Investment Management, Inc.Active

Slight overlap · 5 shared positions

$GMM $SNOW $VLTO $SE $IAU

$291M

125 positions

#6Hobart Private Capital, LLCPassive

Slight overlap · 6 shared positions

$GMM $SNOW $VLTO $WT $DDOG $NOW

$509M

132 positions

#7Davis Wealth Advisors, LLCPassive

Slight overlap · 7 shared positions

$GMM $SNOW $SE $DDOG $IAU $MUFG

$120M

72 positions

#8TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCPassive

Slight overlap · 7 shared positions

$GMM $SNOW $SE $DDOG $IAU $MUFG

$26.0B

702 positions

#9Envestnet Portfolio Solutions, Inc.Passive

Slight overlap · 7 shared positions

$GMM $SNOW $VLTO $SE $IAU $MUFG

$18.1B

1,286 positions

#10RTD Financial Advisors, Inc.Active

Slight overlap · 8 shared positions

$SNOW $GMM $SE $DDOG $WT $MUFG

$814M

114 positions

#11TIAA TRUST, NATIONAL ASSOCIATIONPassive

Slight overlap · 6 shared positions

$GMM $SNOW $SE $DDOG $IAU $NOW

$1.6B

390 positions

#12BRIGHTON SECURITIES CORP.Smart money

Slight overlap · 6 shared positions

$GMM $SNOW $VLTO $DDOG $KKR $SNPS

$208M

47 positions

#13Geneos Wealth Management Inc.Passive

Slight overlap · 7 shared positions

$SNOW $GMM $SE $WT $REGN $MS

$4.3B

2,465 positions

#14Integrity Wealth Solutions LLCPassive

Slight overlap · 7 shared positions

$GMM $SNOW $SE $DDOG $IAU $KKR

$255M

130 positions

#15Aspire Private Capital, LLCPassive

Slight overlap · 4 shared positions

$GMM $SNOW $VLTO $DDOG

$443M

170 positions

#16Integrity Advisory Solutions, LLCActive

Slight overlap · 5 shared positions

$GMM $SNOW $SE $WT $LEN

$757M

293 positions

#17TOBIAS FINANCIAL ADVISORS, INC.Active

Slight overlap · 6 shared positions

$GMM $SNOW $SE $WT $KKR $SCHW

$718M

143 positions

#18Fonville Wealth Management LLCPassive

Slight overlap · 7 shared positions

$GMM $SNOW $SE $IAU $KKR $SCHW

$525M

138 positions

#19ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$SNOW $GMM $VLTO $SE

$301M

146 positions

#20Quent Long Short Global Small Cap Fund, LP

Slight overlap · 8 shared positions

$SNOW $GMM $SE $DDOG $IAU $MUFG

$1.2B

299 positions

#21SEEDS INVESTOR LLCPassive

Slight overlap · 5 shared positions

$GMM $SNOW $SE $IAU $SNPS

$735M

350 positions

#22Dynamic Financial GroupActive

Slight overlap · 5 shared positions

$GMM $SNOW $SE $IAU $MS

$122M

69 positions

#23Centurion Wealth Management LLCPassive

Slight overlap · 8 shared positions

$SNOW $VLTO $SE $WT $REGN $IAU

$444M

316 positions

#24WealthTrak Capital Management LLCPassive

Slight overlap · 5 shared positions

$GMM $SNOW $SE $REGN $LEN

$140M

80 positions

#25Financial Engines Advisors L.L.C.Active

Slight overlap · 7 shared positions

$GMM $SNOW $VLTO $DDOG $MS $NOW

$49.2B

530 positions

Compare SigFig Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SigFig Wealth ,’s holdings

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.