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 Sanchez Wealth Group

13F Portfolio OverlapQ1 2026Sanchez Wealth Group portfolio →

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Most similar hedge funds by 13F overlap

Sanchez Wealth Management Group is an institutional investor managing $462M across 53 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 Sanchez Wealth Group are RVW Wealth,, Vertex Planning Partners,, Hamilton ,, with shared positions in $WT, $SOLV, $REGN, $MS, $ABT, $JHG. The full ranking of 25 similar funds is below.

#1RVW Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $SOLV $REGN $MS

$1.3B

176 positions

#2Vertex Planning Partners, LLCActive

Substantial overlap · 5 shared positions

$WT $SOLV $ABT $REGN $JHG

$515M

135 positions

#3Hamilton Capital, LLCSmart money

Substantial overlap · 5 shared positions

$WT $JHG $IAU $SOLV $MS

$1.9B

152 positions

#4Value Investment Professionals, LLCPassive

Substantial overlap · 3 shared positions

$WT $JHG $REGN

$89M

81 positions

#5Alpha Zero LLCActive

Substantial overlap · 4 shared positions

$WT $SOLV $JHG $IAU

$198M

79 positions

#6Waterway Wealth Management, LLCActive

Substantial overlap · 4 shared positions

$WT $SOLV $ABT $ETN

$452M

90 positions

#7Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$WT $REGN $AGQ

$111M

84 positions

#8Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $AGQ

$1.2B

177 positions

#9CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $REGN $IAU

$149M

96 positions

#10tru Independence LLCPassive

Notable overlap · 5 shared positions

$WT $JHG $AGQ $LMT $HSY

$202M

102 positions

#11Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $AMAT

$157M

103 positions

#12Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $LPLA $IAU

$150M

134 positions

#13COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $JHG $REGN $BA

$157M

92 positions

#14Prism Advisors, Inc.Active

Notable overlap · 4 shared positions

$WT $SOLV $AGQ $MS

$375M

75 positions

#15First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $WT $LRCX $IAU

$122M

80 positions

#16Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $SOLV $IAU

$1.4B

281 positions

#17Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $AGQ $AMAT

$153M

96 positions

#18Stonebridge Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$WT $JHG $ABT

$104M

36 positions

#19IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $AGQ $LMT

$446M

95 positions

#20Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $JHG

$136M

85 positions

#21Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $JHG $AGQ $HSY

$213M

153 positions

#22Key FInancial IncPassive

Notable overlap · 4 shared positions

$WT $AGQ $ABT $ADP

$562M

1,394 positions

#23Goldenstone Wealth Management LLCActive

Notable overlap · 5 shared positions

$WT $CSX $AMAT $MS $LRCX

$137M

89 positions

#24Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $LMT $ADP

$170M

48 positions

#25Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $MS $LMT

$3.2B

481 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.