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 SimpliFi,

13F Portfolio OverlapQ1 2026SimpliFi, portfolio →

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Most similar hedge funds by 13F overlap

SimpliFi, Inc. is an institutional investor managing $238M across 43 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 SimpliFi, are FIDELIS iM,, Reality Financial Planning Services,, Wingate Wealth Advisors,, with shared positions in $HUM, $WT, $BRZE, $VZ, $NOC, $DKNG. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$264M

25 positions

#2Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$HUM $WT $BRZE

$104M

20 positions

#3Wingate Wealth Advisors, Inc.Passive

Substantial overlap · 4 shared positions

$HUM $WT $VZ $BRZE

$187M

121 positions

#4ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 4 shared positions

$HUM $WT $BRZE $NOC

$753M

159 positions

#5RATIONAL ADVISORS, INC.Active

Notable overlap · 3 shared positions

$WT $HUM $DKNG

$980M

179 positions

#6Axis Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $VZ $BRZE

$188M

174 positions

#7Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $HUM $VZ

$219M

124 positions

#8Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $HUM $BRZE

$365M

111 positions

#9Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$HUM $WT $VZ $BRZE

$92M

82 positions

#10Wolfstich Capital, LLCActive

Notable overlap · 3 shared positions

$HUM $WT $VZ

$114M

45 positions

#11New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $WT $BRZE

$866M

194 positions

#12BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $BRZE

$2.5B

453 positions

#13Duncan Williams Asset Management, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $BRZE

$361M

154 positions

#14Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $SRE

$491M

147 positions

#15WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $NOC

$508M

107 positions

#16LRI Investments, LLCActive

Notable overlap · 3 shared positions

$WT $DKNG $HUM

$1.1B

1,415 positions

#17Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $NOC

$714M

1,021 positions

#18Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $HUM $VZ

$149M

51 positions

#19Ares Financial Consulting, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $NOC

$127M

1,066 positions

#20EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$WT $VZ $NOC

$228M

114 positions

#21Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $BRZE $HUM

$736M

187 positions

#22RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $HUM

$247M

57 positions

#23Centerpoint Advisory GroupPassive

Notable overlap · 3 shared positions

$HUM $WT $DKNG

$133M

108 positions

#24Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $HUM

$501M

68 positions

#25RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $NOC $HUM

$1.3B

176 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.