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 Abundance Wealth Counselors

13F Portfolio OverlapQ1 2026Abundance Wealth Counselors portfolio →

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Most similar hedge funds by 13F overlap

Abundance Wealth Counselors is an institutional investor managing $697M across 246 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 Abundance Wealth Counselors are INVESTED ADVISORS, Hopwood Financial Services,, LEE JOHNSON ,, with shared positions in $LEN, $DHR, $VZ, $BMY, $EXC, $VRT. The full ranking of 25 similar funds is below.

#1INVESTED ADVISORSPassive

Notable overlap · 9 shared positions

$LEN $DHR $VZ $BMY $EXC $VRT

$99M

138 positions

#2Hopwood Financial Services, Inc.Active

Some overlap · 5 shared positions

$LEN $AMGN $MAR $NVS $IBM

$148M

83 positions

#3LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$LEN $DHR $AMGN $PWR

$279M

80 positions

#4Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 4 shared positions

$LEN $BMY $VZ $IBM

$165M

67 positions

#5Long Island Wealth Management, Inc.Active

Some overlap · 4 shared positions

$LEN $MAR $IBM $AMGN

$216M

89 positions

#6Physician Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$LEN $DHR $MAR

$719M

2,057 positions

#7Financial Council, LLCActive

Some overlap · 3 shared positions

$LEN $DHR $MAR

$259M

101 positions

#8PTM WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LEN $EXC $LRCX

$189M

56 positions

#9Code Waechter LLCPassive

Some overlap · 3 shared positions

$LEN $AMGN $TTE

$168M

118 positions

#10Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$LEN $AMGN $IBM

$122M

348 positions

#11Wealthquest CorpSmart money

Some overlap · 3 shared positions

$LEN $AMGN $IBM

$1.3B

148 positions

#12WHI TRUST Co LLCSmart money

Some overlap · 3 shared positions

$LEN $AMGN $MAR

$133M

88 positions

#13TOMPKINS FINANCIAL CORPPassive

Some overlap · 3 shared positions

$LEN $DHR $AMGN

$1.3B

565 positions

#14Investment Research Partners LLCPassive

Some overlap · 8 shared positions

$LEN $MCK $VZ $LRCX $VRT $AMGN

$246M

245 positions

#15Dentgroup LLC

Some overlap · 3 shared positions

$LEN $DHR $MAR

$146M

93 positions

#16Sageworth Trust CoActive

Some overlap · 3 shared positions

$LEN $TTE $MAR

$2.3B

172 positions

#17Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$LEN $LRCX $BMY

$181M

177 positions

#18MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 3 shared positions

$LEN $IBM $DE

$293M

103 positions

#19KFG WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$LEN $AMGN $MAR $IBM $PWR

$774M

216 positions

#20Sageworth Trust Co of South DakotaActive

Some overlap · 3 shared positions

$LEN $DHR $TTE

$126M

56 positions

#21VERITY Wealth AdvisorsActive

Some overlap · 4 shared positions

$LEN $DHR $MAR $VZ

$150M

81 positions

#22Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$LEN $VZ $BMY $AMGN $IBM

$223M

109 positions

#23PERSONAL CFO SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$LEN $VZ $MCK

$712M

520 positions

#24CMH Wealth Management LLCPassive

Some overlap · 3 shared positions

$LEN $DHR $VRT

$583M

113 positions

#25Palmer Knight CoPassive

Some overlap · 3 shared positions

$LEN $DHR $MAR

$205M

32 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.