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 WEALTH ,

13F Portfolio OverlapQ1 2026WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

CAPITAL WEALTH MANAGEMENT, LLC is an institutional investor managing $416M across 39 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 WEALTH , are Bravias Group,, CATHY PARETO & ASSOCIATES,, truNorth Financial Services,, with shared positions in $WT, $SLV, $GMM, $UNIT. The full ranking of 25 similar funds is below.

#1Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $SLV $GMM

$153M

96 positions

#2CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $UNIT $SLV

$149M

96 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $SLV $UNIT

$97M

49 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $UNIT $GMM

$206M

97 positions

#5IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $GMM

$896M

509 positions

#6Rodgers & Associates, LTDActive

Notable overlap · 4 shared positions

$UNIT $SLV $GMM $WT

$982M

101 positions

#7Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $GMM $SLV

$108M

77 positions

#8CPWA, LLCPassive

Notable overlap · 3 shared positions

$WT $UNIT $SLV

$84M

90 positions

#9Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $SLV $UNIT

$133M

57 positions

#10WESCAP Management Group, Inc.Active

Notable overlap · 4 shared positions

$WT $SLV $GMM $UNIT

$508M

107 positions

#11Eagle Strategies LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $UNIT

$837M

258 positions

#12Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$UNIT $WT $SLV

$950M

192 positions

#13McNamara Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GMM $WT $UNIT

$528M

99 positions

#14Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $UNIT $GMM

$736M

187 positions

#15Baer Investment Advisory LLCPassive

Notable overlap · 3 shared positions

$SLV $UNIT $GMM

$814M

348 positions

#16VICTORY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SLV $UNIT $GMM

$814M

348 positions

#17Schwallier Wealth Management LLCActive

Notable overlap · 4 shared positions

$GMM $WT $UNIT $SLV

$137M

58 positions

#18ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 3 shared positions

$SLV $UNIT $WT

$753M

159 positions

#19WealthTrak Capital Management LLCPassive

Some overlap · 3 shared positions

$GMM $SLV $UNIT

$140M

80 positions

#20CGN Advisors LLCPassive

Some overlap · 3 shared positions

$WT $GMM $UNIT

$1.3B

317 positions

#21RoundAngle Advisors LLCPassive

Some overlap · 3 shared positions

$SLV $UNIT $WT

$134M

60 positions

#22THEORY FINANCIAL LLCPassive

Some overlap · 3 shared positions

$WT $UNIT $GMM

$285M

94 positions

#23Jacobs Equity LLCPassive

Some overlap · 3 shared positions

$UNIT $GMM $WT

$112M

105 positions

#24rebel Financial LLCPassive

Some overlap · 3 shared positions

$WT $UNIT $SLV

$231M

65 positions

#25Inlight Wealth Management, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $SLV

$270M

50 positions

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View WEALTH ,’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.