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 PETERSON WEALTH

13F Portfolio OverlapQ1 2026PETERSON WEALTH portfolio →

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Most similar hedge funds by 13F overlap

PETERSON WEALTH MANAGEMENT is an institutional investor managing $172M across 166 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 PETERSON WEALTH are FINANCIAL ADVISORY PARTNERS,, Advantage,, Cascade Wealth Advisors,, with shared positions in $USB, $HUM, $NEE, $PH, $LMT, $MDY. The full ranking of 25 similar funds is below.

#1FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 5 shared positions

$USB $HUM $NEE $PH $LMT

$354M

66 positions

#2Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$USB $HUM $MDY

$765M

145 positions

#3Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $HUM $NEE $PANW

$228M

60 positions

#4MilWealth Group LLCSmart money

Notable overlap · 3 shared positions

$USB $HUM $MDY

$420M

81 positions

#5WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $USB $NEE $MCD

$350M

95 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$USB $HUM $CRWD

$745M

219 positions

#7CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$USB $HUM $LMT $MCD

$363M

102 positions

#8American Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $HUM $GEV

$750M

159 positions

#9Bridgewater Advisors Inc.Passive

Notable overlap · 3 shared positions

$USB $NEE $HUM

$1.7B

456 positions

#10BUFFALO BUSINESS & ESTATE SERVICES LTDActive

Notable overlap · 6 shared positions

$USB $PANW $NEE $GEV $CRWD $LMT

$689M

87 positions

#11Davidson Capital Management Inc.Active

Notable overlap · 4 shared positions

$USB $PANW $NEE $GEV

$552M

93 positions

#12Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$USB $HUM $CRWD $LMT $WM

$153M

344 positions

#13Yoder Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$HUM $USB $O

$219M

124 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 6 shared positions

$USB $HUM $NEE $LMT $WM $MCD

$280M

107 positions

#15POWER WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$USB $HUM $NEE

$269M

96 positions

#16Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$USB $NEE $GEV

$2.1B

152 positions

#17Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $GEV $NEE $PH $LMT

$149M

70 positions

#18OxenFree Capital LLCActive

Notable overlap · 3 shared positions

$USB $NEE $MDY

$206M

56 positions

#19Arista Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$USB $NEE $LMT

$822M

253 positions

#20SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $USB $GEV $MCD

$272M

554 positions

#21FIRST INTERSTATE BANKActive

Notable overlap · 3 shared positions

$USB $PANW $MCD

$1.8B

187 positions

#22M3 Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$HUM $NEE $PANW $GEV $PH $LMT

$130M

35 positions

#23Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$HUM $USB $MDY $MCD

$690M

673 positions

#24CULTIVAR CAPITAL, INC.Smart money

Notable overlap · 3 shared positions

$USB $GEV $NEE

$156M

46 positions

#25Evergreen Advisors, LLCActive

Notable overlap · 3 shared positions

$USB $HUM $GEV

$426M

168 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.