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 Smart Money Group

13F Portfolio OverlapQ1 2026Smart Money Group portfolio →

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Most similar hedge funds by 13F overlap

Smart Money Group LLC is an institutional investor managing $344M across 84 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 Smart Money Group are Reliant Wealth Planning, BCM ADVISORS,, Family Investment Center,, with shared positions in $SNOW, $TDW, $OUNZ, $WT, $KO, $EPD. The full ranking of 25 similar funds is below.

#1Reliant Wealth PlanningActive

Notable overlap · 3 shared positions

$SNOW $TDW $OUNZ

$331M

51 positions

#2BCM ADVISORS, LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $KO $EPD $GLDM

$507M

78 positions

#3Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $TDW $WT

$520M

91 positions

#4Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$OUNZ $WT $EPD

$672M

139 positions

#5ACCESS FINANCIAL SERVICES, INC.Active

Notable overlap · 5 shared positions

$SNOW $LMT $KO $EOG $LOW

$282M

95 positions

#6Kiker Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$OUNZ $WT $EOG $KO

$209M

132 positions

#7LifeGoal Investments, LLCPassive

Notable overlap · 4 shared positions

$SNOW $TXN $FBTC $GLDM

$175M

112 positions

#8Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $APP

$222M

56 positions

#9MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $ASML

$260M

146 positions

#10ACORN CREEK CAPITAL LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $NVS

$280M

84 positions

#11WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $KO $APP $WT

$156M

139 positions

#12Beckerman Institutional, LLCPassive

Notable overlap · 5 shared positions

$SNOW $WT $GLDM $TXN $KO

$188M

121 positions

#13Blackhawk Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $ASML

$273M

141 positions

#14Cornerstone Planning Group LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $GLDM

$749M

1,818 positions

#15Greystone Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SNOW $LMT $TJX $KO $LOW

$353M

78 positions

#16Mach-1 Financial Group, LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $TXN $TJX

$284M

161 positions

#17Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $TXN

$414M

139 positions

#18Peck Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $OUNZ $TJX

$100M

122 positions

#19LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $GLDM

$1.0B

232 positions

#20MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $LMT $KO $TJX

$508M

88 positions

#21Andrews Advisory Associates, LLCActive

Notable overlap · 3 shared positions

$SNOW $TXN $LOW

$190M

82 positions

#22American TrustActive

Notable overlap · 4 shared positions

$SNOW $TJX $GLDM $EOG

$1.1B

313 positions

#23Armor Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $LOW $ASML

$278M

160 positions

#24Vertrix Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $LMT $TJX $KO $LOW

$272M

95 positions

#25Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $WT $LOW

$335M

104 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.