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 AE Wealth

13F Portfolio OverlapQ1 2026AE Wealth portfolio →

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Most similar hedge funds by 13F overlap

AE Wealth Management LLC is an institutional investor managing $18.5B across 2,591 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 AE Wealth are Comprehensive Financial Planning, /PA, Prasad Wealth Partners,, WESPAC Advisors SoCal,, with shared positions in $JHG, $MU, $WT, $LEN, $PLTR, $C. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$JHG $MU $WT $LEN $PLTR

$144M

387 positions

#2Prasad Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$JHG $LEN $PLTR $C $MU $IBM

$367M

146 positions

#3WESPAC Advisors SoCal, LLCPassive

Some overlap · 5 shared positions

$JHG $MU $PLTR $IBM $C

$470M

119 positions

#4INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 5 shared positions

$JHG $MU $WT $IBM $SE

$168M

73 positions

#5Whalen Wealth Management Inc.Passive

Some overlap · 6 shared positions

$JHG $MU $WT $AMD $PLTR $PM

$187M

174 positions

#6Generation Capital Management LLCPassive

Some overlap · 5 shared positions

$JHG $MCD $C $PM $MU

$137M

74 positions

#7Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$JHG $PM $WT $MCD

$89M

81 positions

#8Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$JHG $WT $LEN $MCD $AMAT

$181M

177 positions

#9Triton Financial Group IncPassive

Some overlap · 4 shared positions

$JHG $WT $LEN $PLTR

$57M

62 positions

#10Addison Capital CoPassive

Some overlap · 4 shared positions

$JHG $PM $WT $SE

$562M

182 positions

#11NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $AMD $PLTR

$232M

168 positions

#12Mason & Associates IncActive

Some overlap · 4 shared positions

$JHG $WT $AMD $PLTR

$516M

160 positions

#13Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $AMD $PLTR

$136M

108 positions

#14Fourth Dimension Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $AMD $MU $MCD

$264M

596 positions

#15Three Magnolias Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $PLTR $AMAT

$157M

103 positions

#16Accel Wealth ManagementPassive

Some overlap · 4 shared positions

$JHG $PLTR $MU $IBM

$383M

290 positions

#17Signature Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $PM $IBM $PLTR

$199M

116 positions

#18TOUNJIAN ADVISORY PARTNERS, LLCPassive

Some overlap · 6 shared positions

$JHG $PM $MU $WT $LEN $C

$277M

150 positions

#19ELEVATUS WELATH MANAGEMENTPassive

Some overlap · 4 shared positions

$JHG $AMD $AMAT $PLTR

$191M

141 positions

#20Orion Capital Management LLCPassive

Some overlap · 4 shared positions

$JHG $AMD $PLTR $IBM

$290M

485 positions

#21Clearwater Capital Advisors, LLCActive

Some overlap · 5 shared positions

$JHG $WT $SE $PLTR $MCD

$1.2B

177 positions

#22ALLIANZ SEActive

Some overlap · 4 shared positions

$JHG $PM $AMD $MCD

$9.0B

473 positions

#23WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$JHG $MCD $WT

$156M

139 positions

#24Financial Security Advisor, Inc.Active

Some overlap · 4 shared positions

$JHG $PM $MCD $WT

$544M

160 positions

#25Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $MCD $LEN

$193M

1,065 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.