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 Alaska Wealth Advisors

13F Portfolio OverlapQ2 2026Alaska Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Alaska Wealth Advisors is an institutional investor managing $923M across 90 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Alaska Wealth Advisors are Birchwood Financial Partners, One Wealth Advisors, LIFELONG WEALTH ADVISORS, with shared positions in $MUFG, $IAU, $WFC, $PEP, $CRWD, $MFC. The full ranking of 25 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive

Slight overlap · 5 shared positions

$MUFG $IAU $WFC $PEP $CRWD

$122M

352 positions

#2One Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$MUFG $IAU $WFC $MFC

$906M

326 positions

#3LIFELONG WEALTH ADVISORS, INC.Smart money

Slight overlap · 3 shared positions

$MUFG $IAU $WFC

$426M

99 positions

#4TIAA TRUST, NATIONAL ASSOCIATIONActive

Slight overlap · 3 shared positions

$MUFG $IAU $PEP

$1.7B

347 positions

#5TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive

Slight overlap · 3 shared positions

$MUFG $IAU $PEP

$29.1B

751 positions

#6PENOBSCOT WEALTH MANAGEMENTActive

Slight overlap · 3 shared positions

$MUFG $IAU $PEP

$374M

117 positions

#7Asempa Wealth AdvisorsPassive

Slight overlap · 3 shared positions

$MUFG $IAU $MCD

$134M

119 positions

#8JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$MUFG $IAU $MCD

$1.3B

830 positions

#9LFA - Lugano Financial Advisors SAActive

Slight overlap · 4 shared positions

$MUFG $IAU $MCD $BX

$166M

274 positions

#10Keystone Financial ServicesActive

Slight overlap · 3 shared positions

$MUFG $IAU $WFC

$388M

131 positions

#11EWA, LLCPassive

Slight overlap · 3 shared positions

$MUFG $IAU $WFC

$548M

332 positions

#12Weil Company, Inc.Passive

Slight overlap · 3 shared positions

$MUFG $IAU $MCD

$568M

133 positions

#13ONE WEALTH CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$MUFG $IAU $WFC

$355M

229 positions

#14TWIN FOCUS CAPITAL PARTNERS, LLCActive

Slight overlap · 3 shared positions

$MUFG $IAU $CRWD

$983M

170 positions

#15GOULD ASSET MANAGEMENT LLC /CA/Smart money

Slight overlap · 4 shared positions

$IAU $MUFG $PEP $MCD

$635M

176 positions

#16XY Planning Network, Inc.Passive

Slight overlap · 3 shared positions

$MUFG $WFC $CRWD

$797M

340 positions

#1717 CAPITAL PARTNERS, LLCPassive

Slight overlap · 3 shared positions

$MUFG $WFC $CRWD

$222M

176 positions

#18TIAA Wealth Investment Management LLCActive

Slight overlap · 3 shared positions

$MUFG $WFC $CRWD

$15.0B

617 positions

#19MOLLER WEALTH PARTNERSActive

Slight overlap · 3 shared positions

$MUFG $PEP $MCD

$553M

75 positions

#20Smart Portfolios, LLC

Slight overlap · 3 shared positions

$MUFG $PEP $MCD

$100M

99 positions

#21Trust CoActive

Slight overlap · 3 shared positions

$MUFG $PEP $MCD

$1.1B

908 positions

#22BIRCHBROOK, INC.Active

Slight overlap · 3 shared positions

$MUFG $PEP $CRWD

$213M

305 positions

#23BALLAST ADVISORS LLCPassive

Slight overlap · 3 shared positions

$MUFG $PEP $BX

$420M

197 positions

#24SEVEN MILE ADVISORYPassive

Slight overlap · 3 shared positions

$MUFG $WFC $MCD

$149M

158 positions

#25Beacon Pointe Advisors, LLC

Slight overlap · 4 shared positions

$IAU $WFC $PEP $MCD

$21.5B

1,916 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.