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 Inlight Wealth ,

13F Portfolio OverlapQ1 2026Inlight Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Inlight Wealth Management, LLC is an institutional investor managing $270M across 50 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 Inlight Wealth , are Mainsail Financial Group,, CATHY PARETO & ASSOCIATES,, Argo Wealth Advisory,, with shared positions in $REGN, $UNIT, $VZ, $PFE, $WT, $SLV. The full ranking of 25 similar funds is below.

#1Mainsail Financial Group, LLCActive

Notable overlap · 4 shared positions

$REGN $UNIT $VZ $PFE

$240M

62 positions

#2CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$REGN $UNIT $WT $SLV

$149M

96 positions

#3Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $PFE

$170M

48 positions

#4AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$REGN $UNIT $WT

$206M

97 positions

#5GLR Partners, LLCPassive

Notable overlap · 3 shared positions

$REGN $WT $UNIT

$183M

100 positions

#6Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $UNIT

$331M

134 positions

#7Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$REGN $WT $UPST

$114M

84 positions

#8Fearless Solutions, LLC dba Best InvestPassive

Notable overlap · 4 shared positions

$REGN $UNIT $WT $T

$166M

127 positions

#9Longview Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$REGN $T $PFE $VZ

$164M

163 positions

#10HF Advisory Group, LLCPassive

Some overlap · 5 shared positions

$VZ $WT $T $VOD $PFE

$293M

166 positions

#11Griffith & Werner, Inc.Active

Some overlap · 3 shared positions

$T $VZ $PFE

$202M

72 positions

#12Dynamic Financial GroupActive

Some overlap · 5 shared positions

$VZ $UNIT $PFE $T $SLV

$122M

69 positions

#13Tandem Investment Partners LLCPassive

Some overlap · 3 shared positions

$REGN $WT $VZ

$118M

73 positions

#14SFI Advisors, LLCPassive

Some overlap · 3 shared positions

$REGN $WT $VOD

$95M

48 positions

#15Paragon Capital Management LtdActive

Some overlap · 3 shared positions

$REGN $UNIT $WT

$476M

199 positions

#16Burns Matteson Capital Management, LLCPassive

Some overlap · 3 shared positions

$REGN $WT $UNIT

$273M

190 positions

#17Provident Living Financial Services, Inc.Active

Some overlap · 7 shared positions

$T $VZ $BILL $UNIT $REGN $CVS

$91M

48 positions

#18Discipline Wealth Solutions, LLCActive

Some overlap · 4 shared positions

$UNIT $WT $UPST $SLV

$950M

192 positions

#19Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $UPST

$227M

74 positions

#20Financial Security Advisor, Inc.Active

Some overlap · 3 shared positions

$REGN $WT $VZ

$544M

160 positions

#21CAPITAL WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$UNIT $WT $SLV

$370M

34 positions

#22Jacobs Equity LLCPassive

Some overlap · 4 shared positions

$UNIT $SIRI $T $WT

$112M

105 positions

#23SOUND SHORE MANAGEMENT INC /CT/Active

Some overlap · 3 shared positions

$REGN $BP $PFE

$3.0B

40 positions

#24Plan Group Financial, LLCPassive

Some overlap · 5 shared positions

$REGN $PFE $T $VZ $SLV

$426M

229 positions

#25Parrish Capital LLCPassive

Some overlap · 4 shared positions

$VOD $VZ $T $BP

$112M

86 positions

Compare Inlight Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Inlight 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.