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 Strategic Family Wealth Counselors, L.L.C.

13F Portfolio OverlapQ1 2026Strategic Family Wealth Counselors, L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

Strategic Family Wealth Counselors, L.L.C. is an institutional investor managing $381M across 163 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 Strategic Family Wealth Counselors, L.L.C. are Catalyst Investment, MidAtlantic ,, Darrow Company,, with shared positions in $WT, $KKR, $DOV, $SE, $MAR, $JHG. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $DOV $SE

$90M

65 positions

#2MidAtlantic Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $KKR $DOV

$145M

84 positions

#3Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$WT $KKR $MAR

$222M

56 positions

#4Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $KKR $SE $JHG

$213M

153 positions

#5FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $MAR $BAH

$233M

350 positions

#6Aspire Capital Advisors LLCActive

Notable overlap · 4 shared positions

$WT $KKR $REGN $ARKO

$444M

122 positions

#7Crawford Fund Management, LLCPassive

Notable overlap · 3 shared positions

$WT $UBER $BAH

$520M

183 positions

#8FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $SE

$172M

43 positions

#9Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $UBER $PFE

$311M

40 positions

#10Mascagni Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$RBLX $BAH $KKR $MAR

$140M

127 positions

#11Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$WT $KKR $BAH $RBLX

$414M

139 positions

#12Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $PFE $REGN $MAR

$170M

48 positions

#13BEACON FINANCIAL GROUPPassive

Notable overlap · 4 shared positions

$WT $KKR $SE $JHG

$1.0B

348 positions

#14ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 5 shared positions

$WT $KKR $BAH $PFE $MAR

$84M

65 positions

#15Oxinas Partners Wealth Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $MAR $SE

$219M

145 positions

#16LYNWOOD PRICE CAPITAL MANAGEMENT LPActive

Notable overlap · 3 shared positions

$KKR $UBER $MAR

$186M

14 positions

#17DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$RBLX $KKR $BAH $JHG

$163M

58 positions

#18Cornerstone Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $BAH $JHG $MAR

$1.1B

262 positions

#19GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 4 shared positions

$WT $BAH $JHG $REGN

$5.5B

999 positions

#20HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KKR $WT $JHG $DOV $MAR

$238M

142 positions

#21Per Stirling Capital Management, LLC.Passive

Notable overlap · 4 shared positions

$WT $BAH $JHG $REGN

$905M

310 positions

#22Cornerstone Planning Group LLCPassive

Notable overlap · 4 shared positions

$RBLX $WT $SE $REGN

$749M

1,818 positions

#23OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $BAH $REGN

$110M

68 positions

#24SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $KKR $FBTC

$139M

37 positions

#25Financial Security Advisor, Inc.Active

Notable overlap · 4 shared positions

$WT $REGN $BAH $JHG

$544M

160 positions

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View Strategic Family Wealth Counselors, L.L.C.’s holdings

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.