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 Financial Gravity Asset ,

13F Portfolio OverlapQ1 2026Financial Gravity Asset , portfolio →

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Most similar hedge funds by 13F overlap

Financial Gravity Asset Management, Inc. is an institutional investor managing $562M across 973 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 Financial Gravity Asset , are Marion Wealth, ORBA Wealth Advisors, L.L.C., AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $WT, $SNPS, $UPST, $VLTO, $MAR, $KO. The full ranking of 25 similar funds is below.

#1Marion Wealth ManagementPassive

Notable overlap · 6 shared positions

$WT $SNPS $UPST $VLTO $MAR $KO

$451M

146 positions

#2ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 6 shared positions

$WT $GMM $RL $MAR $SBUX $DIS

$84M

65 positions

#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$WT $SNPS $GMM $KO

$206M

97 positions

#4Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $GMM $RL

$108M

77 positions

#5Comprehensive Money Management Services LLCPassive

Notable overlap · 4 shared positions

$WT $SNPS $GMM $RELX

$152M

193 positions

#6New Vernon Capital Holdings II LLCActive

Notable overlap · 5 shared positions

$WT $NVS $RELX $MAR $UPWK

$136M

77 positions

#7REGIMEN WEALTH, LLCActive

Notable overlap · 3 shared positions

$WT $SNPS $KO

$342M

70 positions

#8Marathon Strategic Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GMM $SYK

$139M

52 positions

#9VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 6 shared positions

$WT $GMM $RELX $MAR $AZN $DIS

$301M

176 positions

#10PLANWISER FINANCIAL, LLCActive

Some overlap · 3 shared positions

$SNPS $GMM $VLTO

$138M

47 positions

#11Hobart Private Capital, LLCPassive

Some overlap · 5 shared positions

$GMM $WT $VLTO $MAR $DIS

$509M

132 positions

#12Jacobs Equity LLCPassive

Some overlap · 6 shared positions

$GMM $RL $VLTO $MAR $MMM $WT

$112M

105 positions

#13Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 5 shared positions

$WT $RELX $MAR $GMM $KO

$589M

138 positions

#14MOULTON WEALTH MANAGEMENT, INCActive

Some overlap · 3 shared positions

$WT $SNPS $SHW

$147M

52 positions

#15WT Wealth ManagementPassive

Some overlap · 4 shared positions

$WT $RELX $SHW $SBUX

$336M

138 positions

#16BlueStem Wealth Partners, LLCActive

Some overlap · 4 shared positions

$SNPS $GMM $WT $MMM

$900M

124 positions

#17Solutions 4 Wealth, LtdPassive

Some overlap · 3 shared positions

$WT $NVS $MAR

$66M

55 positions

#18Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$WT $GMM $MAR $SHW

$153M

96 positions

#19Schwallier Wealth Management LLCActive

Some overlap · 4 shared positions

$GMM $WT $VLTO $SYK

$137M

58 positions

#20David Kennon IncSmart money

Some overlap · 5 shared positions

$GMM $UPST $RELX $SNPS $WT

$279M

41 positions

#21JIM SAULNIER & ASSOCIATES, LLCPassive

Some overlap · 4 shared positions

$GMM $SNPS $MAR $DIS

$205M

139 positions

#22FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$WT $SHW $UPST $MAR

$233M

350 positions

#23ACORN CREEK CAPITAL LLCActive

Some overlap · 5 shared positions

$WT $SHW $MAR $NVS $SYK

$280M

84 positions

#24NewEdge Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $UPST $NVS

$8.4B

1,124 positions

#25BDFS Capital LLCActive

Some overlap · 6 shared positions

$WT $UPST $VLTO $ASML $BA $CL

$208M

137 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.