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 Wealthfront Advisers

13F Portfolio OverlapQ1 2026Wealthfront Advisers portfolio →

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Most similar hedge funds by 13F overlap

Wealthfront Advisers LLC is an institutional investor managing $45.6B across 1,076 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 Wealthfront Advisers are WEBSTERROGERS FINANCIAL ADVISORS,, Hurlow Wealth Group,, Firestone, with shared positions in $HUM, $DDOG, $SCHW, $USB, $SNOW, $SNPS. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 5 shared positions

$HUM $DDOG $SCHW $USB $SNOW

$350M

95 positions

#2Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$DDOG $HUM $SCHW $USB $SNPS $SNOW

$420M

120 positions

#3Firestone Capital ManagementPassive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $USB

$480M

160 positions

#4Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$HUM $DDOG $USB $MS $MUFG $SNOW

$109M

1,311 positions

#5Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $USB

$255M

1,563 positions

#6CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$MS $HUM $SCHW $USB $DDOG

$363M

102 positions

#7Sincerus Advisory, LLCActive

Notable overlap · 6 shared positions

$HUM $DDOG $USB $SCHW $NOW $SNPS

$132M

76 positions

#8RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$HUM $SCHW $DDOG $MS $PLTR

$107M

46 positions

#9SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $SCHW $USB $SNPS $PLTR $AMD

$272M

554 positions

#10Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $USB $DDOG $SCHW $SNOW $PLTR

$745M

219 positions

#11Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $DDOG $USB $SNOW

$341M

64 positions

#12West Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$DDOG $SCHW $HUM $USB $IBIT

$589M

193 positions

#13Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$HUM $SCHW $USB

$147M

13 positions

#14Note Advisors, LLCActive

Notable overlap · 5 shared positions

$HUM $DDOG $SCHW $SNPS $MS

$200M

85 positions

#15Smith Partners Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $USB $SCHW $DDOG $FSCO $SNOW

$112M

76 positions

#16Strategic Financial Concepts, LLCPassive

Notable overlap · 4 shared positions

$HUM $MS $USB $FSCO

$405M

298 positions

#17Hoese & Co LLPActive

Notable overlap · 3 shared positions

$HUM $MS $USB

$135M

135 positions

#18ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$HUM $DDOG $SCHW $MS

$3.5B

338 positions

#19Confluence Wealth Services, Inc.Active

Notable overlap · 3 shared positions

$HUM $MS $SNOW

$2.6B

365 positions

#20CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $DDOG $SNOW

$121M

54 positions

#21Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $PLTR

$251M

83 positions

#22Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$HUM $MS $IBIT

$300M

28 positions

#23FC Advisory LLCActive

Notable overlap · 7 shared positions

$MS $SCHW $HUM $DDOG $USB $SNPS

$342M

115 positions

#24Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SCHW $DDOG $SNOW

$167M

71 positions

#25FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$HUM $MS $USB $SCHW

$354M

66 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.