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 HHM Wealth Advisors,

13F Portfolio OverlapQ1 2026HHM Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

HHM Wealth Advisors, LLC is an institutional investor managing $996M across 898 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 HHM Wealth Advisors, are ELEVATE WEALTH ADVISORY,, Note Advisors,, BAYSHORE ASSET ,, with shared positions in $SCHW, $AMN, $SO, $DDOG, $NSC, $HUM. The full ranking of 25 similar funds is below.

#1ELEVATE WEALTH ADVISORY, INCActive

Some overlap · 5 shared positions

$SCHW $AMN $SO $DDOG $NSC

$158M

125 positions

#2Note Advisors, LLCActive

Some overlap · 4 shared positions

$SCHW $HUM $NSC $DDOG

$200M

85 positions

#3BAYSHORE ASSET MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$SCHW $AMN $HUM

$251M

40 positions

#4Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$SCHW $HUM $NSC $DDOG

$480M

160 positions

#5Flagstone Financial ManagementSmart money

Some overlap · 3 shared positions

$SCHW $AMN $HUM

$403M

71 positions

#6Hurlow Wealth Management Group, Inc.Active

Some overlap · 4 shared positions

$SCHW $HUM $NSC $DDOG

$420M

120 positions

#7McIlrath & Eck, LLCPassive

Some overlap · 4 shared positions

$SCHW $AMN $WM $DDOG

$1.3B

1,645 positions

#8SWAN Capital LLCPassive

Some overlap · 3 shared positions

$SCHW $HUM $SO

$272M

554 positions

#9Financial Futures Ltd Liability Co.Active

Some overlap · 3 shared positions

$SCHW $AMN $DDOG

$228M

72 positions

#10Navalign, LLCPassive

Some overlap · 3 shared positions

$SCHW $AMN $DDOG

$396M

127 positions

#11IF Advisors, LLCPassive

Some overlap · 3 shared positions

$SCHW $AMN $DDOG

$141M

53 positions

#12Passive Capital Management, LLC.Active

Some overlap · 3 shared positions

$SCHW $AMN $DDOG

$335M

104 positions

#13RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$SCHW $HUM $DDOG

$107M

46 positions

#14Ariston Services GroupActive

Some overlap · 3 shared positions

$SCHW $HUM $DDOG

$167M

71 positions

#15CYPRESS FINANCIAL PLANNING LLCActive

Some overlap · 3 shared positions

$SCHW $HUM $DDOG

$363M

102 positions

#16Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$SCHW $AMN $HUM $RF

$525M

138 positions

#17WealthCollab, LLCPassive

Some overlap · 3 shared positions

$SCHW $AMN $DDOG

$243M

977 positions

#18Prospect Financial Group LLCActive

Some overlap · 3 shared positions

$SCHW $HUM $DDOG

$108M

63 positions

#19Capital Advisors Wealth Management, LLCPassive

Some overlap · 4 shared positions

$HUM $AMN $SCHW $DDOG

$745M

219 positions

#20AWM CAPITAL, LLCActive

Some overlap · 3 shared positions

$SCHW $HUM $NSC

$1.1B

113 positions

#21Orion Capital Management LLCPassive

Some overlap · 3 shared positions

$AMN $HUM $SCHW

$290M

485 positions

#22Opus Financial Solutions LLCPassive

Some overlap · 3 shared positions

$SCHW $HUM $DDOG

$106M

103 positions

#23PDS Planning, IncPassive

Some overlap · 4 shared positions

$AMN $HUM $SCHW $DDOG

$1.5B

561 positions

#24Rockwood Wealth Management, LLCSmart money

Some overlap · 4 shared positions

$SCHW $AMN $HUM $DDOG

$1.4B

118 positions

#25SVRN Asset Management, LLCActive

Some overlap · 3 shared positions

$SCHW $HUM $DDOG

$103M

37 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.