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 Successful Portfolios

13F Portfolio OverlapQ1 2026Successful Portfolios portfolio →

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Most similar hedge funds by 13F overlap

Successful Portfolios LLC is an institutional investor managing $214M across 199 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 Successful Portfolios are Discipline Wealth Solutions,, Andrews Advisory Associates,, Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, with shared positions in $SNOW, $UPST, $BRZE, $NEE, $HUM, $DOV. The full ranking of 25 similar funds is below.

#1Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $UPST $BRZE $NEE $HUM $DOV

$950M

192 positions

#2Andrews Advisory Associates, LLCActive

Some overlap · 6 shared positions

$SNOW $HUM $DOV $NEE $MCD $DIS

$190M

82 positions

#3Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 6 shared positions

$SNOW $BRZE $HUM $UPST $DUK $DOV

$111M

63 positions

#4Altiora Financial Group, LLCActive

Some overlap · 4 shared positions

$SNOW $UPST $BRZE $NEE

$607M

110 positions

#5PLANNING DIRECTIONS INCActive

Some overlap · 6 shared positions

$SNOW $HUM $DOV $AMAT $BRZE $MCD

$198M

106 positions

#6Clarity Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $UPST $BRZE $HUM

$215M

95 positions

#7Pacific Park Financial, Inc.Active

Some overlap · 5 shared positions

$SNOW $UPST $BRZE $DOV $MU

$153M

73 positions

#8Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$SNOW $AMAT $HUM $BRZE $MCD

$181M

177 positions

#9Greystone Financial Group, LLCPassive

Some overlap · 5 shared positions

$SNOW $DUK $HON $MCD $KO

$353M

78 positions

#10Vertrix Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $DUK $HON $MCD $KO

$272M

95 positions

#11Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $UPST $AMD $DIS

$136M

108 positions

#12Safir Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$SNOW $UPST $HUM $MCD

$138M

19 positions

#13Efficient Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $BRZE $UPST $NEE $DOV

$1.4B

58 positions

#14Windward Private Wealth Management Inc.Smart money

Some overlap · 4 shared positions

$SNOW $UPST $HUM $DOV

$289M

44 positions

#15Montecito Bank & TrustPassive

Some overlap · 4 shared positions

$SNOW $UPST $KO $HUM

$607M

266 positions

#16Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$SNOW $UPST $HUM

$227M

74 positions

#17OPTIMA CAPITAL LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $AMD $KO $DOV $MCD

$215M

159 positions

#18Tillman Hartley LLCActive

Some overlap · 5 shared positions

$SNOW $UPST $DOV $KO $BRZE

$398M

88 positions

#19BCM ADVISORS, LLCActive

Some overlap · 4 shared positions

$SNOW $DUK $AMD $KO

$507M

78 positions

#20Ethos Capital Management, Inc.Active

Some overlap · 4 shared positions

$SNOW $AMD $MU $HON

$117M

56 positions

#21FIDUCIARY FINANCIAL GROUP, LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $NEE $MU $MCD $BRZE

$754M

345 positions

#22Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 5 shared positions

$SNOW $AMD $MU $HON $MCD

$566M

28 positions

#23Human Investing LLCSmart money

Some overlap · 6 shared positions

$SNOW $UPST $HUM $BRZE $MCD $MU

$687M

96 positions

#24City State BankPassive

Some overlap · 4 shared positions

$SNOW $HUM $MU $NEE

$385M

784 positions

#25Diversified Enterprises, LLCActive

Some overlap · 4 shared positions

$SNOW $DUK $HUM $SO

$1.8B

413 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.