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 Wagner Wealth ,

13F Portfolio OverlapQ1 2026Wagner Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Wagner Wealth Management, LLC is an institutional investor managing $495M across 279 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 Wagner Wealth , are Wealth Advisory Team, Mach-1 Financial Group,, MFA WEALTH ADVISORS,, with shared positions in $SNOW, $FCFS, $DUK, $SHW, $SO, $PDI. The full ranking of 25 similar funds is below.

#1Wealth Advisory Team LLC

Substantial overlap · 5 shared positions

$SNOW $FCFS $DUK $SHW $SO

$113M

39 positions

#2Mach-1 Financial Group, LLCPassive

Substantial overlap · 3 shared positions

$SNOW $FCFS $PDI

$284M

161 positions

#3MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $DUK

$508M

88 positions

#4SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 4 shared positions

$SNOW $SO $MO $PM

$261M

424 positions

#5Holcombe Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $DUK $SO

$170M

49 positions

#6Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $SHW $IBM

$325M

57 positions

#7BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $VZ $SO $DUK

$208M

47 positions

#8NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $IBM $SHW

$247M

71 positions

#9Armor Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $DUK $SO $RY

$278M

160 positions

#10Francis Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $NTRB $IBM

$539M

115 positions

#11VAUGHAN & Co SECURITIES, INC.Active

Notable overlap · 4 shared positions

$SNOW $VZ $PM $IBM

$193M

58 positions

#12Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $SO

$492M

385 positions

#13Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $VZ $FCFS

$273M

141 positions

#14Cannon Financial Strategists, Inc.Active

Notable overlap · 3 shared positions

$SNOW $SO $DUK

$761M

109 positions

#15Ethos Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SNOW $T $NTRB

$117M

56 positions

#16Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$FCFS $FSCO $PM $SHW

$132M

80 positions

#17WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $VZ $FCFS

$156M

139 positions

#18LVW Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MO $GILD

$1.0B

436 positions

#19FLC Capital AdvisorsPassive

Notable overlap · 3 shared positions

$SNOW $IBM $PM

$560M

221 positions

#20ForthRight Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $SO $IBM

$353M

75 positions

#21Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $DUK $SHW

$225M

99 positions

#22MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $IBM $VZ

$260M

146 positions

#23Etesian Wealth Advisors, Inc.Passive

Notable overlap · 4 shared positions

$FCFS $SNOW $GILD $IBM

$313M

138 positions

#24PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Notable overlap · 3 shared positions

$SNOW $SHW $NTRB

$349M

112 positions

#25SIMS INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $GILD

$272M

35 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.