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 VanWeelden Wealth ,

13F Portfolio OverlapQ1 2026VanWeelden Wealth , portfolio →

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Most similar hedge funds by 13F overlap

VanWeelden Wealth Management, LLC is an institutional investor managing $125M across 31 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 VanWeelden Wealth , are Heritage Financial Services,, NavPoint Financial,, HOGE FINANCIAL SERVICES,, with shared positions in $SNOW, $KO, $MCD, $PHYS, $PSLV, $CTAS. The full ranking of 25 similar funds is below.

#1Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $KO $MCD

$1.2B

126 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MCD $KO

$247M

71 positions

#3HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $MCD $KO

$187M

72 positions

#4TruNorth Capital Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $PHYS $MCD

$522M

114 positions

#5TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $SNOW $PSLV

$106M

70 positions

#6Cannon Financial Strategists, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KO $PHYS

$761M

109 positions

#7WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $KO $MCD

$156M

139 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $PHYS $PSLV

$950M

192 positions

#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$PHYS $MCD $PSLV

$482M

173 positions

#10Enclave Advisors LLCActive

Some overlap · 3 shared positions

$SNOW $KO $PHYS

$729M

132 positions

#11Greystone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SNOW $KO $MCD

$353M

78 positions

#12Elevate Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$PHYS $KO $MCD

$155M

72 positions

#13Proactive Wealth Strategies LLCPassive

Some overlap · 3 shared positions

$PHYS $PSLV $KO

$532M

210 positions

#14Northeast Financial Group, Inc.Active

Some overlap · 3 shared positions

$SNOW $KO $MCD

$404M

90 positions

#15HC Advisors, LLCActive

Some overlap · 4 shared positions

$PHYS $PSLV $SNOW $KO

$149M

60 positions

#16Vertrix Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $KO $MCD

$272M

95 positions

#17Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$SNOW $MCD $CTAS

$742M

168 positions

#18HARBOR ADVISORY CORP /MA/Passive

Some overlap · 3 shared positions

$SNOW $MCD $KO

$333M

79 positions

#19Mendota Financial Group, LLCActive

Some overlap · 3 shared positions

$SNOW $PSLV $PHYS

$135M

32 positions

#20Successful Portfolios LLCPassive

Some overlap · 3 shared positions

$SNOW $MCD $KO

$181M

188 positions

#21Bruce G. Allen Investments, LLCPassive

Some overlap · 3 shared positions

$PHYS $KO $SNOW

$153M

1,084 positions

#22OPTIMA CAPITAL LLCPassive

Some overlap · 3 shared positions

$SNOW $KO $MCD

$215M

159 positions

#23InvesTrustPassive

Some overlap · 3 shared positions

$SNOW $KO $MCD

$238M

91 positions

#24BEAM WEALTH ADVISORS, INC.Active

Some overlap · 4 shared positions

$SNOW $PSLV $KO $PHYS

$402M

108 positions

#25Rossby Financial, LCCPassive

Some overlap · 3 shared positions

$SNOW $PSLV $PHYS

$489M

2,271 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.