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 Measured Wealth Private Client Group,

13F Portfolio OverlapQ1 2026Measured Wealth Private Client Group, portfolio →

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Most similar hedge funds by 13F overlap

Measured Wealth Private Client Group, LLC is an institutional investor managing $366M across 726 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 Measured Wealth Private Client Group, are Round Rock Advisors,, FLAGSHIP WEALTH ADVISORS,, Talisman Wealth Advisors, with shared positions in $KKR, $SHW, $C, $MS, $MDLZ, $MO. The full ranking of 25 similar funds is below.

#1Round Rock Advisors, LLCPassive

Notable overlap · 3 shared positions

$KKR $SHW $C

$654M

318 positions

#2FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $SHW

$233M

350 positions

#3Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $MDLZ

$124M

101 positions

#4Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$KKR $MS $C

$255M

57 positions

#5DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $MS $SHW

$461M

353 positions

#6YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $MO

$248M

125 positions

#7MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $MS $MO

$557M

185 positions

#8Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $MS $MO

$453M

103 positions

#9Wharton Business Group, LLCActive

Notable overlap · 4 shared positions

$KKR $MDLZ $HUBS $C

$2.6B

141 positions

#10Adirondack Capital Advisors, LLCSmart money

Some overlap · 3 shared positions

$KKR $MS $MDLZ

$156M

44 positions

#11PARAGON FINANCIAL PARTNERS, INC.Active

Some overlap · 4 shared positions

$KKR $MO $EXC $SHW

$177M

77 positions

#12Tepp RIA, LLCActive

Some overlap · 3 shared positions

$KKR $C $MS

$128M

41 positions

#13Charter Capital Management, LLC\DESmart money

Some overlap · 4 shared positions

$KKR $UPS $MS $BMY

$200M

70 positions

#14SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$KKR $MO $KR

$212M

66 positions

#15Long Run Wealth Advisors, LLC

Some overlap · 3 shared positions

$KKR $MS $UPS

$531M

106 positions

#16PFG Private Wealth Management, LLCActive

Some overlap · 3 shared positions

$KKR $B $KR

$236M

74 positions

#17Bay Capital Advisors, LLCActive

Some overlap · 4 shared positions

$KKR $MS $C $B

$162M

107 positions

#18BBR PARTNERS, LLCActive

Some overlap · 5 shared positions

$UPS $KKR $MDLZ $MO $AMAT

$1.8B

253 positions

#19FineMark National Bank & Trust

Some overlap · 4 shared positions

$UPS $KKR $MS $CAH

$3.2B

452 positions

#20CROBANPassive

Some overlap · 3 shared positions

$KKR $R $KR

$213M

73 positions

#21ACT WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$KKR $MO $MS

$298M

62 positions

#22CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 3 shared positions

$KKR $SHW $AMAT

$239M

97 positions

#23Tilson Financial Group, Inc.Active

Some overlap · 3 shared positions

$KKR $UPS $BMY

$333M

79 positions

#24IRONWOOD WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$KKR $MO $MDLZ

$223M

31 positions

#25Center for Wealth Management AdvisoryActive

Some overlap · 5 shared positions

$SHW $UPS $MS $MDLZ $MO

$139M

62 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.