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 Core Wealth Advisors,

13F Portfolio OverlapQ1 2026Core Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Core Wealth Advisors, Inc. is an institutional investor managing $419M across 114 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 Core Wealth Advisors, are Aprio Wealth ,, PlanVest Financial,, Stratos Wealth Advisors,, with shared positions in $AGQ, $HUM, $WT, $DDOG, $NEE, $CRM. The full ranking of 25 similar funds is below.

#1Aprio Wealth Management, LLCPassive

Slight overlap · 7 shared positions

$AGQ $HUM $WT $DDOG $NEE $CRM

$1.8B

613 positions

#2PlanVest Financial, IncPassive

Slight overlap · 7 shared positions

$AGQ $IBM $WT $LEN $DDOG $GRWG

$131M

565 positions

#3Stratos Wealth Advisors, LLCPassive

Slight overlap · 6 shared positions

$AGQ $HUM $WT $LEN $CRM $MS

$1.6B

609 positions

#4Glen Eagle Advisors, LLCPassive

Slight overlap · 6 shared positions

$AGQ $HUM $WT $LEN $NEE $MS

$714M

1,021 positions

#5Claris Financial LLCPassive

Slight overlap · 4 shared positions

$AGQ $HUM $IBM $WT

$183M

177 positions

#6MRWM Advisors, LLCActive

Slight overlap · 5 shared positions

$AGQ $HUM $IBM $WT $UPST

$184M

74 positions

#7Essex Financial Services, Inc.Passive

Slight overlap · 6 shared positions

$AGQ $HUM $IBM $CRM $MS $GE

$1.8B

794 positions

#8SMITH, MOORE & CO.Passive

Slight overlap · 6 shared positions

$AGQ $HUM $WT $CRM $GRWG $MS

$1.4B

558 positions

#9Paragon Capital Management LtdActive

Slight overlap · 6 shared positions

$AGQ $HUM $WT $IBM $DDOG $CRM

$476M

199 positions

#10Reyes Financial Architecture, Inc.Passive

Slight overlap · 5 shared positions

$AGQ $WT $IBM $HUM $LEN

$122M

348 positions

#11FIDELITY D & D BANCORP INCActive

Slight overlap · 5 shared positions

$HUM $IBM $AGQ $WT $NEE

$249M

107 positions

#12Tempus Wealth Planning, LLCPassive

Slight overlap · 6 shared positions

$AGQ $HUM $WT $CRM $GRWG $GE

$435M

270 positions

#13Joseph P. Lucia & Associates, LLCPassive

Slight overlap · 5 shared positions

$AGQ $HUM $IBM $WT $GILD

$280M

169 positions

#14Sage Capital Management, LLCPassive

Slight overlap · 4 shared positions

$AGQ $IBM $WT $HUM

$213M

163 positions

#15Innova Wealth PartnersPassive

Slight overlap · 4 shared positions

$AGQ $HUM $WT $IBM

$211M

166 positions

#16Meridian Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$AGQ $HUM $WT $IBM $MS

$183M

141 positions

#17Northwest Financial AdvisorsPassive

Slight overlap · 5 shared positions

$AGQ $HUM $IBM $CRM $GE

$52M

66 positions

#18AXS Investments LLCActive

Slight overlap · 5 shared positions

$AGQ $IBM $WT $UPST $CRM

$248M

189 positions

#19Capstone Wealth Management Group LLCPassive

Slight overlap · 4 shared positions

$HUM $WT $AGQ $IBM

$163M

123 positions

#20Cascade Financial Partners, LLCActive

Slight overlap · 5 shared positions

$AGQ $HUM $WT $DDOG $MS

$970M

263 positions

#21Clear Creek Financial Management, LLCPassive

Slight overlap · 5 shared positions

$HUM $AGQ $WT $LEN $CRM

$1.3B

608 positions

#22Centurion Wealth Management LLCPassive

Slight overlap · 5 shared positions

$AGQ $HUM $WT $MS $TMO

$444M

316 positions

#23Golden State Equity PartnersPassive

Slight overlap · 5 shared positions

$AGQ $IBM $WT $UPST $GILD

$1.3B

2,078 positions

#24KINGSWOOD WEALTH ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$AGQ $HUM $WT $NEE $MS

$2.1B

924 positions

#25Private Capital Management, LLCActive

Slight overlap · 4 shared positions

$AGQ $IBM $WT $HUM

$1.0B

194 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.