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 Opes Wealth

13F Portfolio OverlapQ1 2026Opes Wealth portfolio →

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Most similar hedge funds by 13F overlap

Opes Wealth Management LLC is an institutional investor managing $609M across 146 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 Opes Wealth are Compass Financial Services, Allen Group,, Schwallier Wealth, with shared positions in $GILD, $WT, $KKR, $GMM, $APH, $SNOW. The full ranking of 25 similar funds is below.

#1Compass Financial Services IncActive

Some overlap · 3 shared positions

$GILD $WT $KKR

$231M

56 positions

#2Allen Capital Group, LLCPassive

Some overlap · 5 shared positions

$GMM $WT $KKR $APH $SNOW

$1.1B

284 positions

#3Schwallier Wealth Management LLCActive

Some overlap · 3 shared positions

$GMM $WT $DDOG

$137M

58 positions

#4Archer Investment Management, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $DDOG $MUFG

$238M

108 positions

#5ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 3 shared positions

$GMM $WT $KKR

$84M

65 positions

#6Hobart Private Capital, LLCPassive

Some overlap · 5 shared positions

$GMM $WT $DDOG $SNOW $AMD

$509M

132 positions

#7Roan Capital PartnersPassive

Some overlap · 4 shared positions

$GMM $WT $DDOG $BMY

$108M

77 positions

#8Sherman Wealth Management LLCPassive

Some overlap · 5 shared positions

$GMM $WT $KKR $AMD $ROKU

$116M

80 positions

#9Global Strategic Investment Solutions, LLCActive

Some overlap · 5 shared positions

$GMM $DDOG $KKR $AFRM $AMAT

$1.0B

145 positions

#10CGN Advisors LLCPassive

Some overlap · 3 shared positions

$GMM $WT $GILD

$1.3B

317 positions

#11KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $APH

$743M

262 positions

#12TRB Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GMM $WT $DDOG $KKR $SNOW

$704M

285 positions

#13Values Added Financial LLCPassive

Some overlap · 4 shared positions

$GMM $DDOG $KKR $AFRM

$238M

134 positions

#14Xena Financial Planning, LLCActive

Some overlap · 5 shared positions

$GMM $DDOG $NU $MUFG $AFRM

$89M

33 positions

#15McNamara Financial Services, Inc.Smart money

Some overlap · 5 shared positions

$GMM $DDOG $KKR $WT $NU

$528M

99 positions

#16Neumann Capital Management, LLCActive

Some overlap · 6 shared positions

$WT $GILD $NU $BMY $MUFG $SNOW

$340M

102 positions

#17Cascade Financial Partners, LLCActive

Some overlap · 4 shared positions

$WT $GMM $KKR $DDOG

$970M

263 positions

#18Livet Wealth, LLCPassive

Some overlap · 5 shared positions

$GMM $KKR $NU $MUFG $SNOW

$157M

117 positions

#19Second Line Capital, LLCActive

Some overlap · 3 shared positions

$GMM $WT $APH

$528M

185 positions

#20TPG Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$GMM $DDOG $NU $SNOW $MUFG

$307M

76 positions

#21APS Management Group, Inc.Passive

Some overlap · 3 shared positions

$GILD $KKR $GMM

$117M

72 positions

#22Capital Asset Advisory Services LLCActive

Some overlap · 4 shared positions

$GMM $WT $DDOG $AMAT

$2.6B

299 positions

#23Tortoise Investment Management, LLCPassive

Some overlap · 4 shared positions

$GMM $WT $DDOG $SNOW

$1.2B

252 positions

#24THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$WT $DDOG $GMM $MUFG

$285M

94 positions

#25NewEdge Advisors, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $DDOG

$2.2B

1,217 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.