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 IHT Wealth ,

13F Portfolio OverlapQ1 2026IHT Wealth , portfolio →

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Most similar hedge funds by 13F overlap

IHT Wealth Management, LLC is an institutional investor managing $4.3B across 1,258 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 IHT Wealth , are Fermata Advisors,, Wealthcare Advisory Partners, Clear Creek Financial ,, with shared positions in $WT, $OKE, $JHG, $REGN, $GLDM, $IAU. The full ranking of 25 similar funds is below.

#1Fermata Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $OKE $JHG $REGN $GLDM $IAU

$444M

232 positions

#2Wealthcare Advisory Partners LLCPassive

Some overlap · 6 shared positions

$WT $REGN $JHG $OKE $AGQ $GLDM

$5.1B

1,073 positions

#3Clear Creek Financial Management, LLCPassive

Some overlap · 5 shared positions

$WT $JHG $REGN $AGQ $IAU

$1.3B

608 positions

#4Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $JHG $REGN $AGQ $IAU

$905M

310 positions

#5Total Clarity Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$WT $JHG $OKE $AGQ $IAU

$426M

311 positions

#6AIFG Consultants Ltd.

Some overlap · 4 shared positions

$WT $MSTR $JHG $GLDM

$58M

54 positions

#7Sanchez Wealth Management GroupActive

Some overlap · 5 shared positions

$WT $JHG $REGN $AGQ $IAU

$462M

53 positions

#8Alpha Zero LLCActive

Some overlap · 4 shared positions

$WT $OKE $JHG $IAU

$198M

79 positions

#9Stonebridge Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $OKE $JHG $IAU

$1.2B

262 positions

#10GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 4 shared positions

$WT $JHG $REGN $GLDM

$5.5B

999 positions

#11Gaddis Premier Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$WT $REGN $OKE $JHG

$136M

85 positions

#12Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $OKE $REGN $AGQ

$930M

373 positions

#13Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$WT $OKE $GLDM $IAU

$188M

121 positions

#14Vertex Planning Partners, LLCActive

Some overlap · 5 shared positions

$WT $OKE $GLDM $REGN $JHG

$515M

135 positions

#15Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$WT $REGN $GLDM $AGQ

$153M

96 positions

#16M Wealth Management, LLCActive

Some overlap · 3 shared positions

$WT $OKE $JHG

$119M

55 positions

#17Castle Rock Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $OKE $JHG

$462M

262 positions

#18Magnolia Private Wealth, LLCPassive

Some overlap · 4 shared positions

$WT $JHG $GLDM $IAU

$150M

134 positions

#19MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $JHG $AGQ $IAU

$260M

146 positions

#20Ameritas Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WT $OKE $JHG

$2.6B

1,075 positions

#21Andina Capital Management, LLCPassive

Some overlap · 3 shared positions

$WT $MSTR $JHG

$113M

119 positions

#22Team Financial Group, LLCActive

Some overlap · 4 shared positions

$WT $REGN $GLDM $OKE

$220M

273 positions

#23Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$WT $OKE $REGN

$133M

108 positions

#24Barnes Wealth Management Group, IncPassive

Some overlap · 4 shared positions

$WT $JHG $OKE $IAU

$197M

184 positions

#25IAG Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $OKE $JHG

$896M

509 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.