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 Refined Wealth

13F Portfolio OverlapQ1 2026Refined Wealth portfolio →

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Most similar hedge funds by 13F overlap

Refined Wealth Management is an institutional investor managing $158M across 50 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 Refined Wealth are a16z Perennial ,, ForthRight Wealth ,, Nikko Asset Americas,, with shared positions in $COIN, $AFRM, $BITB, $XYZ, $AMN, $MPC. The full ranking of 25 similar funds is below.

#1a16z Perennial Management, L.P.Smart money

Notable overlap · 3 shared positions

$COIN $AFRM $BITB

$1.2B

152 positions

#2ForthRight Wealth Management, LLCActive

Some overlap · 3 shared positions

$XYZ $AMN $MPC

$353M

75 positions

#3Nikko Asset Management Americas, Inc.Active

Some overlap · 3 shared positions

$COIN $XYZ $CCJ

$7.1B

186 positions

#4Paragon Capital Management LtdActive

Some overlap · 3 shared positions

$COIN $AMN $AFRM

$476M

199 positions

#5Parcion Private Wealth LLCPassive

Some overlap · 5 shared positions

$COIN $AMN $MPC $GLDM $ETN

$1.6B

435 positions

#6Greenline Partners, LLCActive

Some overlap · 3 shared positions

$HSBC $AMN $GLDM

$930M

144 positions

#7CrossGen Wealth, LLCPassive

Some overlap · 3 shared positions

$MPC $UNP $ETN

$114M

200 positions

#8Beta Wealth Group, Inc.Passive

Some overlap · 3 shared positions

$AMN $XYZ $AFRM

$242M

112 positions

#9Sloy Dahl & Holst, LLCSmart money

Some overlap · 3 shared positions

$COIN $UNP $XRP

$728M

112 positions

#10HMV Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$AMN $MPC $UNP

$213M

81 positions

#11New Harbor Financial Group, LLCActive

Some overlap · 4 shared positions

$HSBC $BITB $NXE $DNN

$567M

61 positions

#12Evergreen Quality Fund GP, Ltd.Smart money

Some overlap · 3 shared positions

$XYZ $COIN $GLDM

$4.4B

40 positions

#13Wealth Intelligence, LLCActive

Some overlap · 3 shared positions

$MPC $UNP $ETN

$208M

58 positions

#14Heritage Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$AMN $MPC $CCJ $ETN

$202M

157 positions

#15CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 4 shared positions

$AMN $MPC $UNP $ETN

$914M

270 positions

#16Meadow Creek Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$AMN $MPC $UNP $ETN

$155M

135 positions

#17Clear Trail Advisors, LLCPassive

Some overlap · 3 shared positions

$MPC $UNP $ETN

$601M

149 positions

#18Bowman & Co S.C.

Slight overlap · 3 shared positions

$AMN $MPC $ETN

$237M

118 positions

#19BOURGEON CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$XYZ $UNP $ETN

$578M

108 positions

#20SWS PartnersPassive

Slight overlap · 3 shared positions

$XYZ $MPC $ETN

$405M

112 positions

#21Phoenix Wealth AdvisorsActive

Slight overlap · 3 shared positions

$MPC $UNP $ETN

$253M

126 positions

#22MAGNOLIA CAPITAL ADVISORS LLCPassive

Slight overlap · 3 shared positions

$BITB $MPC $XYZ

$509M

281 positions

#23Comprehensive Financial Consultants Institutional, Inc.Passive

Slight overlap · 3 shared positions

$MPC $UNP $ETN

$337M

193 positions

#24Sanchez Levi GarrettActive

Slight overlap · 3 shared positions

$AMN $MPC $AFRM

$159M

74 positions

#25LexAurum Advisors, LLCPassive

Slight overlap · 3 shared positions

$XYZ $AMN $COIN

$771M

400 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.