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 HCR Wealth Advisors

13F Portfolio OverlapQ1 2026HCR Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

HCR Wealth Advisors is an institutional investor managing $1.1B across 259 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 HCR Wealth Advisors are Western Pacific Wealth ,, truNorth Financial Services,, Elevation Advisory Partners, with shared positions in $KKR, $AZO, $ICE, $PANW, $COP, $MS. The full ranking of 25 similar funds is below.

#1Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$KKR $AZO $ICE $PANW

$98M

197 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $COP $MS

$97M

49 positions

#3Elevation Advisory Partners LLCActive

Notable overlap · 3 shared positions

$KKR $JHG $COP

$107M

97 positions

#4Ariston Services GroupActive

Notable overlap · 4 shared positions

$KKR $BA $COP $TMO

$167M

71 positions

#5Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $PANW $ETN

$255M

70 positions

#6Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$KKR $JHG $COP

$320M

972 positions

#7Investment Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$KKR $COP $MS

$393M

194 positions

#8ACT WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$KKR $BA $MS

$298M

62 positions

#9DAGCO, INC.Passive

Notable overlap · 6 shared positions

$KKR $COP $MS $ETN $TMO $JHG

$461M

353 positions

#10Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$KKR $COP $JHG

$236M

81 positions

#11GSG Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $PANW $MS $ETN

$385M

137 positions

#12Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $COP $MS

$453M

103 positions

#13YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 4 shared positions

$KKR $JHG $MS $MU

$248M

125 positions

#14VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $COP $ETN

$335M

505 positions

#15Caldwell Investment Management Ltd.Active

Notable overlap · 6 shared positions

$KKR $MS $LHX $TMO $PWR $ICE

$255M

57 positions

#16Financial Perspectives, IncPassive

Notable overlap · 3 shared positions

$KKR $MS $MU

$358M

716 positions

#17Long Run Wealth Advisors, LLC

Notable overlap · 4 shared positions

$KKR $PANW $MS $AME

$531M

106 positions

#18Ballast, Inc.Active

Some overlap · 3 shared positions

$KKR $MU $BA

$432M

133 positions

#19SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$KKR $MU $TMO

$212M

66 positions

#20Montis Financial, LLCActive

Some overlap · 3 shared positions

$KKR $COP $MS

$484M

150 positions

#21Wharton Business Group, LLCActive

Some overlap · 3 shared positions

$KKR $PWR $COP

$2.6B

141 positions

#22Granite FO LLCActive

Some overlap · 3 shared positions

$KKR $MU $BA

$169M

170 positions

#23Crews Bank & TrustPassive

Some overlap · 3 shared positions

$KKR $MS $ICE

$690M

673 positions

#24APS Management Group, Inc.Passive

Some overlap · 4 shared positions

$KKR $COP $MS $BA

$117M

72 positions

#25Bay Capital Advisors, LLCActive

Some overlap · 3 shared positions

$KKR $MS $TMO

$162M

107 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.