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 Weaver Consulting Group

13F Portfolio OverlapQ1 2026Weaver Consulting Group portfolio →

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Most similar hedge funds by 13F overlap

Weaver Consulting Group is an institutional investor managing $420M across 275 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 Weaver Consulting Group are Orion, Destiny Wealth Partners,, DAHRING {-} CUSMANO, with shared positions in $JHG, $HUM, $KKR, $MS, $OKTA, $BAH. The full ranking of 25 similar funds is below.

#1Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $MS

$290M

485 positions

#2Destiny Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $HUM $MS $KKR $OKTA

$914M

1,148 positions

#3DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $BAH

$163M

58 positions

#4New England Private Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $OKTA

$866M

194 positions

#5MJP ASSOCIATES INC /ADVPassive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $GE

$824M

231 positions

#6Bulwark Capital CorpActive

Notable overlap · 6 shared positions

$JHG $HUM $KKR $MS $VZ $GE

$162M

100 positions

#7Advisor OS, LLCPassive

Notable overlap · 4 shared positions

$JHG $HUM $NOC $KKR

$1.4B

575 positions

#8Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $MS $HUM $KKR

$383M

290 positions

#9Northwest Financial AdvisorsPassive

Notable overlap · 6 shared positions

$JHG $HUM $BAH $GE $GEV $VZ

$52M

66 positions

#10Fusion Capital, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $BA

$371M

104 positions

#11Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 4 shared positions

$JHG $MS $KKR $HUM

$589M

590 positions

#12NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $GRWG $BA

$229M

73 positions

#13PFS Partners, LLCActive

Notable overlap · 5 shared positions

$JHG $MS $GE $VZ $GEV

$218M

590 positions

#14Leelyn Smith, LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $BA $TMO

$713M

154 positions

#15CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$JHG $HUM $KKR $MS

$648M

134 positions

#16MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 4 shared positions

$JHG $BA $KKR $HUM

$316M

37 positions

#17WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $HUM $VZ

$156M

139 positions

#18Guardian Financial Partners, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $TMO $GEV

$237M

67 positions

#19Flagship Capital Management Inc.Active

Notable overlap · 3 shared positions

$JHG $MS $VZ

$136M

48 positions

#20Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $BAH $MS $KKR

$144M

387 positions

#21Vista Private Wealth Partners. LLCPassive

Notable overlap · 5 shared positions

$JHG $BA $GE $VZ $GEV

$291M

87 positions

#22INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 5 shared positions

$JHG $KKR $HUM $WPC $EW

$803M

181 positions

#23TruWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WPC $BAH

$2.1B

182 positions

#24Dynamic Financial GroupActive

Notable overlap · 5 shared positions

$JHG $MS $VZ $GE $GEV

$122M

69 positions

#25Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$482M

135 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.