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 CreativeOne Wealth,

13F Portfolio OverlapQ1 2026CreativeOne Wealth, portfolio →

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Most similar hedge funds by 13F overlap

CreativeOne Wealth, LLC is an institutional investor managing $4.3B across 1,171 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 CreativeOne Wealth, are Fonville Wealth, Oakmont Advisory Group,, Brindle & Bay Financial Advisors,, with shared positions in $SE, $SNOW, $HUM, $SCHW, $KKR, $IAU. The full ranking of 25 similar funds is below.

#1Fonville Wealth Management LLCPassive

Some overlap · 6 shared positions

$SE $SNOW $HUM $SCHW $KKR $IAU

$525M

138 positions

#2Oakmont Advisory Group, LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $SCHW $VLTO $RELX $KKR

$98M

119 positions

#3Brindle & Bay Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $SCHW $VLTO $RELX $MO

$163M

67 positions

#4Sterling Financial Planning, Inc.Active

Some overlap · 6 shared positions

$SE $SNOW $SCHW $IAU $KKR $HUM

$337M

117 positions

#5PAX Financial Group, LLCPassive

Some overlap · 5 shared positions

$MSTR $SE $IAU $KKR $EH

$586M

199 positions

#6Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$MSTR $SNOW $SCHW $IAU $HUM

$950M

192 positions

#7Westfuller Advisors, LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $SCHW $KKR

$232M

756 positions

#8OneAscent Financial Services LLCPassive

Some overlap · 5 shared positions

$MSTR $VLTO $HUM $KKR $SCHW

$1.8B

591 positions

#9Smith Partners Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $SE $HUM $SCHW $MO

$112M

76 positions

#10Montecito Bank & TrustPassive

Some overlap · 5 shared positions

$SE $SNOW $SCHW $HUM $KKR

$607M

266 positions

#11Centurion Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $HUM $SE $VLTO $IAU $KKR

$444M

316 positions

#12DeepCurrents Investment Group LLCPassive

Some overlap · 3 shared positions

$MSTR $SE $SNOW

$3.1B

142 positions

#13Pacific Capital Wealth Advisors, Inc.Smart money

Some overlap · 5 shared positions

$MSTR $SNOW $SCHW $IAU $KKR

$595M

87 positions

#14Unify Financial AdvisorsPassive

Some overlap · 5 shared positions

$SE $SNOW $HUM $SCHW $VLTO

$96M

89 positions

#15Merit Financial Group, LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $IAU $KKR

$13.5B

2,115 positions

#16Graetz Wealth LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $SCHW $VLTO $IAU

$112M

80 positions

#17IFG Advisors, LLCActive

Some overlap · 5 shared positions

$SE $SNOW $SCHW $KKR $HUM

$611M

149 positions

#18Opus Financial Solutions LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $SCHW $EH $IAU

$106M

103 positions

#19C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $IAU $KKR

$1.8B

403 positions

#20TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 5 shared positions

$SE $HUM $VLTO $EH $SNOW

$4.8B

1,649 positions

#21Arrowroot Family Office, LLCPassive

Some overlap · 5 shared positions

$SE $HUM $VLTO $IAU $KKR

$275M

140 positions

#22Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$SNOW $HUM $VLTO $SE $KKR

$109M

1,311 positions

#23Bay Harbor Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SE $SNOW $VLTO $IAU $HUM

$386M

1,301 positions

#24Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$SNOW $HUM $SCHW $IAU $KKR

$117M

74 positions

#25Ariston Services GroupActive

Some overlap · 5 shared positions

$SNOW $HUM $SCHW $IAU $KKR

$167M

71 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.