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 WT Wealth

13F Portfolio OverlapQ1 2026WT Wealth portfolio →

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Most similar hedge funds by 13F overlap

WT Wealth Management is an institutional investor managing $336M across 138 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 WT Wealth are First Financial Group, Almanack Investment Partners,, Three Magnolias Financial Advisors,, with shared positions in $JHG, $WT, $SHW, $SNOW, $GSAT, $SGOL. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $WT $SHW $SNOW $GSAT

$122M

80 positions

#2Almanack Investment Partners, LLC.Active

Notable overlap · 6 shared positions

$SGOL $WT $GSAT $SIVR $JHG $SCHW

$592M

177 positions

#3Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $SHW $SHOP

$157M

103 positions

#4Global View Capital Management LLCActive

Notable overlap · 5 shared positions

$SGOL $WT $USB $SIVR $GLDM

$377M

140 positions

#5CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $RELX $USB

$309M

132 positions

#6Encompass More Asset ManagementPassive

Notable overlap · 5 shared positions

$SGOL $WT $SIVR $GLDM $USB

$597M

251 positions

#7Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $SGOL $SNOW

$478M

42 positions

#8Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $GLDM

$150M

134 positions

#9Clearwater Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $JHG $GSAT $USB $SNOW

$1.2B

177 positions

#10Retirement Management Systems Inc.Active

Notable overlap · 4 shared positions

$WT $SHW $JHG $SNOW

$415M

51 positions

#11Avos Capital Management, LLCActive

Notable overlap · 3 shared positions

$SGOL $WT $GLDM

$253M

29 positions

#12Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $SNOW $TMUS

$136M

108 positions

#13Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$195M

99 positions

#14Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 5 shared positions

$JHG $WT $SHW $WM $GSAT

$144M

387 positions

#15Mason & Associates IncActive

Notable overlap · 3 shared positions

$JHG $SHW $WT

$516M

160 positions

#16Richmond Investment Services, LLCPassive

Notable overlap · 4 shared positions

$JHG $SHW $USB $GSAT

$619M

255 positions

#17Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $JHG $SCHW

$89M

81 positions

#18IAM Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $SHW $GSAT $USB $WM

$446M

95 positions

#191 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $GSAT $USB

$277M

270 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$JHG $WT $SCHW

$589M

590 positions

#21BLUELINE ADVISORS LLCActive

Notable overlap · 6 shared positions

$WT $JHG $SHW $USB $SCHW $RELX

$129M

217 positions

#22GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 5 shared positions

$WT $JHG $GLDM $SNOW $SHW

$5.5B

999 positions

#23URS Advisory LLCActive

Notable overlap · 4 shared positions

$SHW $RELX $JHG $SNOW

$137M

51 positions

#24Black Swift Group, LLCActive

Notable overlap · 7 shared positions

$JHG $SHW $GSAT $UBER $MDLZ $SHOP

$571M

117 positions

#25Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$WT $SHW $MDLZ $SHOP

$331M

76 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.