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 WealthShield Partners,

13F Portfolio OverlapQ1 2026WealthShield Partners, portfolio →

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Most similar hedge funds by 13F overlap

WealthShield Partners, LLC is an institutional investor managing $898M across 609 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 WealthShield Partners, are Avant, Accretive Wealth Partners,, Cascade Financial Partners,, with shared positions in $NTRB, $HUM, $WT, $AGQ, $MS, $UBER. The full ranking of 25 similar funds is below.

#1Avant Capital LLCPassive

Some overlap · 6 shared positions

$NTRB $HUM $WT $AGQ $MS $UBER

$142M

76 positions

#2Accretive Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$HUM $MS $NTRB $MCD $TJX $CME

$356M

180 positions

#3Cascade Financial Partners, LLCActive

Some overlap · 7 shared positions

$NTRB $HUM $WT $MS $AGQ $SE

$970M

263 positions

#4Sherman Wealth Management LLCPassive

Some overlap · 5 shared positions

$NTRB $HUM $WT $AGQ $GEV

$116M

80 positions

#5Capital Planning LLCActive

Some overlap · 3 shared positions

$NTRB $MS $HUM

$307M

82 positions

#6Balanced Rock Investment Advisors LLCPassive

Some overlap · 4 shared positions

$NTRB $MS $C $FSCO

$143M

96 positions

#7Meridian Financial Advisors, LLCPassive

Some overlap · 7 shared positions

$MS $HUM $WT $AGQ $MCD $CRWD

$183M

141 positions

#8Destiny Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$MS $HUM $FSCO $UBER $CRWD

$914M

1,148 positions

#9Finward BancorpPassive

Some overlap · 4 shared positions

$NTRB $HUM $MCD $AGQ

$125M

104 positions

#10Cornerstone Financial Management LLCPassive

Some overlap · 4 shared positions

$NTRB $HUM $MS $SE

$109M

1,311 positions

#11CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 4 shared positions

$NTRB $HUM $MCD $WT

$105M

80 positions

#12Fingerlakes Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$NTRB $MS $MCD $HUM

$151M

97 positions

#13Raab & Moskowitz Asset Management LLCPassive

Some overlap · 4 shared positions

$NTRB $HUM $MCD $TJX

$450M

187 positions

#14Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$MS $HUM $WT $FSCO

$405M

298 positions

#15FC Advisory LLCActive

Some overlap · 3 shared positions

$NTRB $MS $HUM

$342M

115 positions

#16Beacon Financial Advisory LLCPassive

Some overlap · 4 shared positions

$MS $HUM $WT $MCD

$443M

402 positions

#17Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$MS $HUM $WT $CRWD

$133M

108 positions

#18Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $WT $MCD $AGQ

$1.8B

613 positions

#19Eagle Strategies LLCPassive

Some overlap · 7 shared positions

$MS $WT $HUM $GEV $SE $NTRB

$837M

258 positions

#20FAS Wealth Partners, Inc.Passive

Some overlap · 6 shared positions

$HUM $FSCO $AGQ $LRCX $WT $MS

$1.6B

511 positions

#21Howard Capital Management Inc.Active

Some overlap · 5 shared positions

$NTRB $HUM $WT $AGQ $C

$6.1B

332 positions

#22Adirondack Capital Advisors, LLCSmart money

Some overlap · 4 shared positions

$MS $HUM $NTRB $GEV

$156M

44 positions

#23SNOWWATER INVESTMENT PARTNERS, LLCPassive

Some overlap · 5 shared positions

$HUM $MS $MCD $LRCX $CRWD

$106M

89 positions

#24Riverbend Wealth Management, LLCPassive

Some overlap · 5 shared positions

$MS $WT $C $UBER $GEV

$175M

152 positions

#25Talisman Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$MS $HUM $WT $MCD

$124M

101 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.