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 Warren Street Wealth Advisors

13F Portfolio OverlapQ2 2026Warren Street Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Warren Street Wealth Advisors, LLC is an institutional investor managing $448M across 156 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Warren Street Wealth Advisors are Bangor Savings Bank, Chatterton & Associates, Kraft, Davis & Associates, with shared positions in $GLDM, $DOV, $AMGN, $KLAC, $FBTC, $AGNC. The full ranking of 25 similar funds is below.

#1Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $DOV $AMGN

$1.3B

543 positions

#2Chatterton & Associates Inc.Active

Notable overlap · 3 shared positions

$GLDM $DOV $KLAC

$170M

101 positions

#3Kraft, Davis & Associates, LLCActive

Notable overlap · 3 shared positions

$GLDM $KLAC $DOV

$474M

148 positions

#4Quantum Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $AMGN $KLAC

$1.0B

251 positions

#5American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $DOV $AMGN

$109M

52 positions

#6Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$GLDM $AMGN $KLAC $FBTC

$1.8B

529 positions

#7AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $DOV $KLAC

$840M

251 positions

#8Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$GLDM $DOV $AMGN

$166M

570 positions

#9Wealth Management NebraskaSmart money

Some overlap · 3 shared positions

$GLDM $DOV $FBTC

$1.1B

109 positions

#10Genesis Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $AGNC

$167M

72 positions

#11TORRAY LLCActive

Some overlap · 3 shared positions

$AMGN $BE $KLAC

$741M

91 positions

#12Frederick Financial Consultants, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $KLAC

$236M

121 positions

#13Compass Ion Advisors, LLCActive

Some overlap · 4 shared positions

$GLDM $DOV $AMGN $FBTC

$1.2B

306 positions

#14CFS Investment Advisory Services, LLCPassive

Some overlap · 3 shared positions

$GLDM $AMGN $DOV

$1.5B

361 positions

#15China Universal Asset Management Co., Ltd.Passive

Some overlap · 3 shared positions

$AMGN $GLDM $KLAC

$1.7B

513 positions

#16Decker Wealth Management LLCActive

Some overlap · 3 shared positions

$AMGN $KLAC $GLDM

$493M

122 positions

#17Zhang Financial LLCActive

Some overlap · 4 shared positions

$GLDM $AMGN $DOV $KLAC

$3.4B

392 positions

#18VISTA FINANCE, LLCActive

Some overlap · 3 shared positions

$GLDM $DOV $FBTC

$188M

55 positions

#19Quest 10 Wealth Builders, Inc.Passive

Some overlap · 3 shared positions

$GLDM $DOV $FBTC

$129M

776 positions

#20UNITED BANKActive

Some overlap · 3 shared positions

$AMGN $DOV $KLAC

$853M

130 positions

#21FORONJY FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $AMGN $KLAC

$285M

113 positions

#22HARBOR INVESTMENT ADVISORY, LLCPassive

Slight overlap · 3 shared positions

$GLDM $AMGN $KLAC

$1.5B

1,437 positions

#23Sumitomo Mitsui DS Asset Management Company, LtdActive

Slight overlap · 3 shared positions

$GLDM $AMGN $KLAC

$14.8B

772 positions

#24Ascension Capital Advisors, Inc.Active

Slight overlap · 3 shared positions

$GLDM $DOV $AMGN

$356M

97 positions

#25Churchill Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$GLDM $AMGN $KLAC

$511M

127 positions

Compare Warren Street Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Warren Street Wealth Advisors’s holdings

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.