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 HOWARD WEALTH ,

13F Portfolio OverlapQ1 2026HOWARD WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

HOWARD WEALTH MANAGEMENT, LLC is an institutional investor managing $238M across 142 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 HOWARD WEALTH , are Reality Financial Planning Services,, Financially in Tune,, Catalyst Investment, with shared positions in $KKR, $HUM, $WT, $BRZE, $SCHW, $MKL. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$KKR $HUM $WT $BRZE $SCHW

$104M

20 positions

#2Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $MKL $WT $FSCO

$116M

77 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 7 shared positions

$KKR $DOV $WT $HUM $MKL $SCHW

$90M

65 positions

#4Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$KKR $HUM $BRZE $SCHW $DHR $SAN

$255M

70 positions

#5Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 7 shared positions

$KKR $HUM $MKL $WT $SCHW $BRZE

$365M

111 positions

#6Western Pacific Wealth Management, LPActive

Notable overlap · 6 shared positions

$KKR $HUM $PLTR $SCHW $BRZE $AMD

$98M

197 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$KKR $HUM $BRZE $SCHW $MAR $DHR

$721M

145 positions

#8Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $WT $AMD $DIA

$116M

80 positions

#9SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$KKR $HUM $SCHW $MAR $PLTR $AMD

$272M

554 positions

#10truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $HUM $WT $PLTR $DIA

$97M

49 positions

#11Breakwater Investment ManagementPassive

Notable overlap · 9 shared positions

$KKR $HUM $DOV $MKL $BRZE $SCHW

$269M

506 positions

#12Arlington Trust Co LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $DHR $BRZE $DOV

$1.1B

844 positions

#13Martel Wealth Advisors IncSmart money

Notable overlap · 5 shared positions

$KKR $HUM $SCHW $MAR $MKL

$587M

73 positions

#14GSG Advisors LLCActive

Notable overlap · 6 shared positions

$KKR $BRZE $HUM $WT $DHR $MKL

$385M

137 positions

#15Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $BRZE $DIA

$341M

64 positions

#16Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$167M

71 positions

#17VSM Wealth Advisory, LLCPassive

Notable overlap · 7 shared positions

$KKR $MKL $MAR $SCHW $HUM $DOV

$335M

505 positions

#18Investment Advisory Group, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $BRZE $SCHW

$393M

194 positions

#19DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $HUM $MAR $JHG $DHR

$461M

353 positions

#20KDT Advisors, LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $MKL $PLTR $DHR

$63M

69 positions

#21INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $JHG $WT $HUM

$803M

181 positions

#22Forum Private Client Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $DHR

$300M

80 positions

#23Causey Wealth LLCPassive

Notable overlap · 6 shared positions

$KKR $WT $SCHW $BRZE $JHG $HUM

$236M

81 positions

#24Quaker Wealth Management, LLCActive

Notable overlap · 5 shared positions

$KKR $JHG $HUM $HSY $MAR

$320M

972 positions

#25Joel Isaacson & Co., LLCActive

Notable overlap · 6 shared positions

$KKR $HUM $BRZE $MKL $DOV $MAR

$3.0B

455 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.