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 MONEYWISE,

13F Portfolio OverlapQ1 2026MONEYWISE, portfolio →

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Most similar hedge funds by 13F overlap

MONEYWISE, INC. is an institutional investor managing $229M across 82 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 MONEYWISE, are Strategic Equity, Finley Financial,, Brooklyn FI,, with shared positions in $EPAM, $MSTR, $CTVA, $SNOW, $REGN, $NTIC. The full ranking of 25 similar funds is below.

#1Strategic Equity ManagementPassive

Substantial overlap · 8 shared positions

$EPAM $MSTR $CTVA $SNOW $REGN $NTIC

$266M

70 positions

#2Finley Financial, LLCActive

Notable overlap · 3 shared positions

$EPAM $SNOW $CTVA

$214M

107 positions

#3Brooklyn FI, LLCActive

Notable overlap · 3 shared positions

$EPAM $DDOG $CTVA

$476M

78 positions

#4KDK Private Wealth Management, LLCActive

Notable overlap · 3 shared positions

$EPAM $CTVA $SNOW

$109M

60 positions

#5EPIQ PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$EPAM $DDOG $NEE

$214M

83 positions

#6SCS Capital Management LLCActive

Notable overlap · 3 shared positions

$EPAM $DDOG $KO

$9.4B

468 positions

#7HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$EPAM $SNOW $DDOG $KO

$246M

118 positions

#8Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$MSTR $CTVA $SNOW

$378M

1,730 positions

#9Bronte Capital Management Pty Ltd.Active

Notable overlap · 3 shared positions

$CTVA $REGN $SNOW

$1.0B

54 positions

#10LWM ADVISORS INCSmart money

Notable overlap · 3 shared positions

$CTVA $SNOW $NTRB

$115M

31 positions

#11Sheridan Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$EPAM $DDOG $NTRB

$190M

31 positions

#12SONATA CAPITAL GROUP INCPassive

Some overlap · 4 shared positions

$CTVA $DDOG $SNOW $EPAM

$271M

123 positions

#13Signature Resources Capital Management, LLCActive

Some overlap · 3 shared positions

$EPAM $SNOW $KO

$211M

664 positions

#14J2 Capital Management IncActive

Some overlap · 3 shared positions

$MSTR $REGN $CTVA

$146M

116 positions

#15SENTINEL WEALTH MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$CTVA $EPAM $SNOW $NEE

$125M

39 positions

#16ODonnell Financial Services, LLCActive

Some overlap · 3 shared positions

$MSTR $REGN $NTRB

$290M

64 positions

#17Altiora Financial Group, LLCActive

Some overlap · 5 shared positions

$SNOW $DDOG $CTVA $EPAM $NEE

$607M

110 positions

#18INSTRUMENTAL WEALTH, LLCActive

Some overlap · 3 shared positions

$CTVA $SNOW $KO

$163M

73 positions

#19Cassaday & Co Wealth Management LLCActive

Some overlap · 3 shared positions

$SNOW $CTVA $NTRB

$4.7B

1,361 positions

#20Schiavi & Co LLCSmart money

Some overlap · 3 shared positions

$SNOW $DDOG $CTVA

$337M

50 positions

#21Echo Wealth Management, LLCActive

Some overlap · 3 shared positions

$SNOW $REGN $NTRB

$174M

47 positions

#22BROWN WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$SNOW $DDOG $EPAM $CTVA $NTRB

$389M

116 positions

#23Mosaic Advisors LLCPassive

Some overlap · 3 shared positions

$EPAM $NTRB $CSX

$67M

42 positions

#24Fortis Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $REGN $NEE

$200M

119 positions

#25Hurlow Wealth Management Group, Inc.Active

Some overlap · 3 shared positions

$SNOW $DDOG $NEE

$420M

120 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.