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 Great Point Wealth Advisors,

13F Portfolio OverlapQ1 2026Great Point Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Great Point Wealth Advisors, LLC is an institutional investor managing $542M across 62 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 Great Point Wealth Advisors, are Three Cord True Wealth ,, Magnolia Private Wealth,, Three Magnolias Financial Advisors,, with shared positions in $AMN, $JHG, $GMM, $WT, $AMAT, $CVS. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$AMN $JHG $GMM

$180M

39 positions

#2Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $AMN

$150M

134 positions

#3Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $AMAT

$157M

103 positions

#4Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $WT $AMAT

$462M

53 positions

#5Unison Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $WT $CVS

$1.3B

175 positions

#6CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $AMN

$309M

132 positions

#7Fonville Wealth Management LLCPassive

Notable overlap · 3 shared positions

$AMN $GMM $SE

$525M

138 positions

#8MB Generational Wealth, LLCActive

Notable overlap · 3 shared positions

$AMN $GMM $SE

$181M

66 positions

#9Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $FBTC $BFAM $WT

$1.5B

686 positions

#10ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 3 shared positions

$AMN $JHG $SE

$156M

77 positions

#11Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 5 shared positions

$JHG $GMM $FBTC $AMN $ETH

$129M

46 positions

#12LIBRA WEALTH LLCSmart money

Notable overlap · 3 shared positions

$AMN $FBTC $AMAT

$355M

66 positions

#13Collaborative Wealth Managment Inc.Passive

Notable overlap · 3 shared positions

$AMN $WT $GMM

$218M

162 positions

#14Bucket List Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $JHG $WT

$166M

57 positions

#15Torren Management, LLCActive

Notable overlap · 3 shared positions

$AMN $WT $AMAT

$201M

983 positions

#16Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $WT $SE

$2.2B

79 positions

#17RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 4 shared positions

$AMN $BTC $ETH $WT

$350M

53 positions

#18CLARIS ADVISORS, LLC / MO /Active

Notable overlap · 3 shared positions

$AMN $SE $AMAT

$334M

70 positions

#19Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $WT $SE

$931M

518 positions

#20Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $SE

$1.2B

177 positions

#21ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 3 shared positions

$WT $AMN $GMM

$84M

65 positions

#22Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $CVS

$89M

81 positions

#23Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$JHG $WT $AMAT

$589M

590 positions

#24Trace Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $WT $AMAT

$133M

66 positions

#25Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $GMM $WT

$807M

135 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.