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 WealthBridge ,

13F Portfolio OverlapQ1 2026WealthBridge , portfolio →

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Most similar hedge funds by 13F overlap

WealthBridge Capital Management, LLC is an institutional investor managing $434M across 221 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 WealthBridge , are Sherman Wealth, CRUX WEALTH ADVISORS, SENTINEL PENSION ADVISORS,, with shared positions in $KKR, $HUM, $WT, $AGQ, $OTIS, $DIA. The full ranking of 25 similar funds is below.

#1Sherman Wealth Management LLCPassive

Some overlap · 6 shared positions

$KKR $HUM $WT $AGQ $OTIS $DIA

$116M

80 positions

#2CRUX WEALTH ADVISORSPassive

Some overlap · 3 shared positions

$BDX $WT $HUM

$261M

181 positions

#3SENTINEL PENSION ADVISORS, LLCActive

Some overlap · 4 shared positions

$BDX $ALPS $WT $IAU

$676M

137 positions

#4Wealth Care LLCActive

Some overlap · 5 shared positions

$KKR $HUM $WT $IAU $DIA

$113M

67 positions

#5HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $WT $ALPS $DIA

$238M

142 positions

#6Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$KKR $HUM $WT $IAU

$365M

111 positions

#7truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$KKR $HUM $WT $DIA

$97M

49 positions

#8Wealthcare Capital Partners, LLCActive

Some overlap · 5 shared positions

$KKR $WT $HUM $ALPS $AGQ

$213M

153 positions

#9Advisors Preferred, LLCPassive

Some overlap · 4 shared positions

$HUM $BDX $WT $ALPS

$679M

215 positions

#10CORTLAND ASSOCIATES INC/MOActive

Some overlap · 3 shared positions

$BDX $KKR $MDY

$697M

62 positions

#11Talisman Wealth Advisors LLCPassive

Some overlap · 4 shared positions

$KKR $HUM $WT $BDX

$124M

101 positions

#12UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$KKR $WT $HUM $IAU $DIA

$502M

293 positions

#13Principia Wealth Advisory, LLC

Some overlap · 3 shared positions

$BDX $IAU $KKR

$160M

1,015 positions

#14Bay Capital Advisors, LLCActive

Some overlap · 4 shared positions

$KKR $WT $RELX $HUM

$162M

107 positions

#15BEACON FINANCIAL GROUPPassive

Some overlap · 4 shared positions

$KKR $WT $HUM $RELX

$1.0B

348 positions

#16JDM Financial Group LLCActive

Some overlap · 5 shared positions

$BDX $DIA $MDY $KKR $HUM

$259M

318 positions

#17Integrated Wealth Concepts LLCPassive

Some overlap · 4 shared positions

$BDX $WT $AGQ $KKR

$12.5B

2,276 positions

#18LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$KKR $HUM $WT $IAU

$595M

360 positions

#19Reality Financial Planning Services, LLCSmart money

Some overlap · 3 shared positions

$KKR $HUM $WT

$104M

20 positions

#20Financially in Tune, LLCActive

Some overlap · 3 shared positions

$KKR $HUM $WT

$116M

77 positions

#21Hegarty Advisors, LLCActive

Some overlap · 5 shared positions

$KKR $RELX $ALPS $HUM $DIA

$127M

57 positions

#22Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $BDX $WT $MDY

$92M

82 positions

#23MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$KKR $HUM $RELX $ALPS

$223M

112 positions

#24Darrow Company, Inc.Active

Some overlap · 4 shared positions

$KKR $WT $HUM $MDY

$222M

56 positions

#25Selby Wealth Management, LLCActive

Some overlap · 5 shared positions

$KKR $HUM $WT $MDY $DIA

$254M

81 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.