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 OverlapQ3 2026Abundance Wealth Counselors portfolio →

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Most similar hedge funds by 13F overlap

Abundance Wealth Counselors is an institutional investor managing $706M across 170 U.S. equity positions as of Q3 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, Investment Research Partners, MILESTONE ASSET, with shared positions in $VRT, $HST, $HPE, $EXC, $VZ, $AMGN. The full ranking of 25 similar funds is below.

#1INVESTED ADVISORSPassive

Some overlap · 10 shared positions

$VRT $HST $HPE $EXC $VZ $AMGN

$117M

162 positions

#2Investment Research Partners LLCPassive

Some overlap · 8 shared positions

$VRT $AMGN $MCK $HST $DE $TTE

$295M

280 positions

#3MILESTONE ASSET MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$VRT $VZ $AMGN $BMY $MAR $PWR

$631M

238 positions

#4Argyle Capital Management, LLCPassive

Some overlap · 6 shared positions

$HPE $MCK $VZ $AMGN $BMY $DE

$347M

138 positions

#5IAM Advisory, LLCActive

Some overlap · 5 shared positions

$VRT $MCK $AMGN $BMY $NVS

$513M

107 positions

#6McKinney Capital Management, LLCActive

Some overlap · 5 shared positions

$HPE $EXC $VZ $BMY $F

$254M

87 positions

#7Avail Investment Partners, LLCPassive

Some overlap · 5 shared positions

$VRT $BMY $NVS $MCK $HPE

$136M

205 positions

#8GRIMES & Co WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$HPE $AMGN $BMY $VZ $AXP

$4.6B

449 positions

#9SS&H Financial Advisors, Inc.Passive

Some overlap · 5 shared positions

$AMGN $BMY $MCK $VZ $DE

$391M

130 positions

#10Pacer Advisors, Inc.Passive

Some overlap · 5 shared positions

$MCK $VZ $BMY $F $DAL

$39.3B

2,614 positions

#11Trinity Legacy Partners, LLCPassive

Some overlap · 5 shared positions

$EXC $VZ $AMGN $DE $AXP

$500M

110 positions

#12GKV Capital Management Co., Inc.Passive

Some overlap · 5 shared positions

$VZ $AMGN $MAR $PWR $DE

$310M

83 positions

#13ATLAS CAPITAL ADVISORS LLCPassive

Some overlap · 5 shared positions

$MCK $VZ $PWR $DE $AMGN

$914M

1,049 positions

#14Sage Capital Advisors,llcPassive

Slight overlap · 4 shared positions

$VRT $VZ $AMGN $BMY

$498M

145 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 4 shared positions

$VRT $VZ $AMGN $BMY

$513M

70 positions

#16Fiscal Wisdom Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PCT $DE $VZ

$84M

106 positions

#17Catherine Avery Investment Management LLCPassive

Slight overlap · 4 shared positions

$HPE $VZ $AMGN $BMY

$116M

172 positions

#18Principal Street Partners, LLCPassive

Slight overlap · 4 shared positions

$HPE $VZ $AMGN $BMY

$683M

277 positions

#19Gladstone Institutional Advisory LLCPassive

Slight overlap · 3 shared positions

$PCT $AXP $PWR

$3.2B

892 positions

#20Hilton Head Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$VRT $VZ $AMGN $PWR

$185M

877 positions

#21ARS Investment Partners, LLCActive

Slight overlap · 4 shared positions

$VRT $HPE $BMY $PWR

$2.3B

181 positions

#22Titan Investment Management LLCActive

Slight overlap · 4 shared positions

$VRT $MCK $BMY $PWR

$137M

40 positions

#23Tortuga Wealth Management, IncPassive

Slight overlap · 4 shared positions

$MCK $VZ $AMGN $BMY

$141M

141 positions

#24D L CARLSON INVESTMENT GROUP INCActive

Slight overlap · 4 shared positions

$HPE $MCK $AMGN $PWR

$628M

133 positions

#25Schear Investment Advisers, LLCPassive

Slight overlap · 4 shared positions

$VRT $MCK $AMGN $DAL

$821M

245 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.