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 Santori & Peters,

13F Portfolio OverlapQ1 2026Santori & Peters, portfolio →

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Most similar hedge funds by 13F overlap

Santori & Peters, Inc. is an institutional investor managing $321M across 79 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 Santori & Peters, are Signature Wealth Partners,, Ergawealth Advisors,, Medallion Wealth Advisors,, with shared positions in $JHG, $AME, $T, $BTSG, $GE, $WT. The full ranking of 25 similar funds is below.

#1Signature Wealth Management Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $AME $T

$199M

116 positions

#2Ergawealth Advisors, Inc.Smart money

Some overlap · 4 shared positions

$JHG $BTSG $GE $T

$226M

55 positions

#3Medallion Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$JHG $AME $WT $NKE $HUM $T

$306M

1,121 positions

#4AIFG Consultants Ltd.

Some overlap · 5 shared positions

$JHG $WT $FITB $GE $GEV

$58M

54 positions

#5Symphony Financial Services, Inc.Passive

Some overlap · 4 shared positions

$JHG $WT $BTSG $PFE

$195M

99 positions

#6First Financial Group CorpActive

Some overlap · 6 shared positions

$JHG $WT $GE $NKE $GEV $HUM

$122M

80 positions

#7Magnolia Private Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $GE $GEV $AMN

$150M

134 positions

#8CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$JHG $WT $NKE $AMGN $AMN

$309M

132 positions

#9Hidden Cove Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $FITB $GE $AMGN $GEV

$156M

109 positions

#10Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $PFE

$136M

108 positions

#11INSPIRION WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$JHG $WT $PFE $HUM

$803M

181 positions

#12Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $PFE

$157M

103 positions

#13TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 4 shared positions

$WAB $WT $AMGN $HUM

$277M

187 positions

#14Pallas Capital Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $WT $NKE $PNC

$2.7B

862 positions

#15OneAscent Wealth Management LLCActive

Some overlap · 4 shared positions

$JHG $WT $HUM $T

$302M

157 positions

#16Addison Capital CoPassive

Some overlap · 3 shared positions

$JHG $WT $AME

$562M

182 positions

#17INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 3 shared positions

$JHG $WT $AMGN

$168M

73 positions

#18Bulwark Capital CorpActive

Some overlap · 5 shared positions

$JHG $WT $HUM $VZ $GE

$162M

100 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$JHG $WT $PNC $HUM $VZ

$156M

139 positions

#201 NORTH WEALTH SERVICES LLCPassive

Some overlap · 4 shared positions

$JHG $WT $TRV $FITB

$277M

270 positions

#21New England Private Wealth Advisors LLCActive

Some overlap · 5 shared positions

$JHG $WT $FITB $HUM $AMN

$866M

194 positions

#22Insight Wealth Strategies, LLCPassive

Some overlap · 3 shared positions

$JHG $DVN $AMN

$896M

177 positions

#23Dynamic Financial GroupActive

Some overlap · 6 shared positions

$JHG $PFE $GE $GEV $T $VZ

$122M

69 positions

#24Triton Financial Group IncPassive

Some overlap · 3 shared positions

$JHG $WT $GEV

$57M

62 positions

#25Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $WT $HUM

$589M

590 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.