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 OverlapQ2 2026PETERSON WEALTH portfolio →

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Most similar hedge funds by 13F overlap

PETERSON WEALTH MANAGEMENT is an institutional investor managing $215M across 184 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PETERSON WEALTH are MARK SHEPTOFF FINANCIAL PLANNING, OPUS INVESTMENT, S.E.E.D. Planning Group, with shared positions in $NEE, $PEP, $PLTR, $LMT, $WM, $VZ. The full ranking of 25 similar funds is below.

#1MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive

Some overlap · 4 shared positions

$NEE $PEP $PLTR $LMT

$188M

513 positions

#2OPUS INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$NEE $PEP $LMT $WM

$183M

31 positions

#3S.E.E.D. Planning Group LLCPassive

Some overlap · 3 shared positions

$NEE $PEP $LMT

$379M

88 positions

#4Constitution Capital LLCActive

Some overlap · 3 shared positions

$NEE $PEP $WM

$195M

62 positions

#5StrongBox Wealth, LLCPassive

Some overlap · 4 shared positions

$NEE $PEP $PLTR $LMT

$351M

267 positions

#6SPRING CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$NEE $PEP $PLTR $VZ

$205M

55 positions

#7M. Kraus & CoPassive

Some overlap · 4 shared positions

$NEE $PEP $MDY $VZ

$377M

86 positions

#8VIRTUE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$NEE $MDY $PEP

$142M

108 positions

#9FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 4 shared positions

$NEE $PEP $PH $LMT

$383M

74 positions

#10Financial Sense Advisors, Inc.Passive

Some overlap · 3 shared positions

$NEE $PLTR $GLW

$508M

137 positions

#11Harbour Trust & Investment Management CoActive

Some overlap · 5 shared positions

$NEE $MDY $PEP $PLTR $ALAB

$1.0B

160 positions

#12Gladwyn Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$NEE $MDY $WM $VZ

$160M

82 positions

#13Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$NEE $PEP $VZ

$513M

70 positions

#14Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$NEE $PEP $LMT $WM

$227M

73 positions

#15CapWealth Advisors, LLCActive

Some overlap · 4 shared positions

$NEE $PEP $PLTR $GLW

$1.5B

118 positions

#16Coston, McIsaac & PartnersPassive

Some overlap · 4 shared positions

$NEE $PEP $MO $VZ

$497M

948 positions

#17CUTLER INVESTMENT COUNSEL LLCActive

Some overlap · 3 shared positions

$NEE $PEP $VZ

$1.1B

157 positions

#18TrueMark Investments, LLCPassive

Some overlap · 4 shared positions

$NEE $PEP $MO $VZ

$798M

187 positions

#19Slocum, Gordon & Co LLPPassive

Some overlap · 3 shared positions

$NEE $LMT $VZ

$151M

70 positions

#20Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$NEE $PEP $O $MO $VZ

$226M

42 positions

#21EDGAR LOMAX CO/VAActive

Some overlap · 3 shared positions

$NEE $PEP $LMT

$1.3B

58 positions

#22Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$NEE $PEP $LMT

$181M

50 positions

#23WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 4 shared positions

$NEE $PEP $LMT $WM

$1.3B

73 positions

#24Flavin Financial Services, Inc.Passive

Some overlap · 4 shared positions

$NEE $PEP $LMT $VZ

$175M

81 positions

#25OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 5 shared positions

$NEE $PEP $PLTR $LMT $VZ

$329M

323 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.