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 HBW Advisory Services

13F Portfolio OverlapQ1 2026HBW Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

HBW Advisory Services LLC is an institutional investor managing $1.1B across 463 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 HBW Advisory Services are Certified Advisory, Fortis Advisors,, Evergreen Wealth ,, with shared positions in $SNOW, $REGN, $KKR, $FCFS, $NKE, $USB. The full ranking of 25 similar funds is below.

#1Certified Advisory CorpPassive

Notable overlap · 6 shared positions

$SNOW $REGN $KKR $FCFS $NKE $USB

$1.1B

318 positions

#2Fortis Advisors, LLCPassive

Some overlap · 6 shared positions

$SNOW $REGN $GSAT $USB $TMO $C

$200M

119 positions

#3Evergreen Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SNOW $REGN $KKR $UNH

$194M

54 positions

#4Copia Wealth ManagementPassive

Some overlap · 7 shared positions

$REGN $SHW $SNOW $WT $USB $KKR

$146M

532 positions

#5Wealth Advisory Team LLC

Some overlap · 4 shared positions

$SNOW $FCFS $KKR $SHW

$113M

39 positions

#6First Financial Group CorpActive

Some overlap · 6 shared positions

$SNOW $SHW $WT $GSAT $GEV $NKE

$122M

80 positions

#7Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$SNOW $FCFS $KKR $WT

$313M

138 positions

#8Cauble & Harre Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SNOW $REGN $KKR

$126M

74 positions

#9Wagner Wealth Management, LLCActive

Some overlap · 5 shared positions

$SNOW $FCFS $SHW $T $MO

$495M

279 positions

#10Bay Capital Advisors, LLCActive

Some overlap · 5 shared positions

$SNOW $KKR $WT $TMO $C

$162M

107 positions

#11Anson Capital, Inc.Passive

Some overlap · 6 shared positions

$REGN $KKR $WT $GSAT $USB $NKE

$146M

90 positions

#12Fairscale Capital, LLCActive

Some overlap · 6 shared positions

$REGN $KKR $TMO $CRM $GEV $UNH

$145M

437 positions

#13WNY Asset Management, LLCPassive

Some overlap · 5 shared positions

$SNOW $SHW $REGN $CRM $T

$967M

249 positions

#14NOVEM GROUPPassive

Some overlap · 5 shared positions

$SNOW $KKR $GSAT $WT $USB

$873M

437 positions

#15Centurion Wealth Management LLCPassive

Some overlap · 7 shared positions

$SNOW $WT $TMO $GSAT $REGN $KKR

$444M

316 positions

#165T Wealth, LLCPassive

Some overlap · 6 shared positions

$SNOW $SHW $KKR $WT $GSAT $REGN

$253M

129 positions

#17Echo Wealth Management, LLCActive

Some overlap · 3 shared positions

$SNOW $REGN $UNH

$174M

47 positions

#18FOREFRONT WEALTH MANAGEMENT INC.

Some overlap · 4 shared positions

$SNOW $REGN $WT $UNH

$139M

71 positions

#19Smart Portfolios, LLCPassive

Some overlap · 5 shared positions

$REGN $SNOW $GSAT $USB $UNH

$100M

99 positions

#20Stonebridge Financial Planning Group, LLCPassive

Some overlap · 7 shared positions

$FCFS $KKR $GSAT $WT $SHW $SNOW

$272M

171 positions

#21OMNI 360 Wealth, Inc.Passive

Some overlap · 4 shared positions

$SNOW $KKR $WT $NKE

$194M

125 positions

#22Future Financial Wealth Managment LLCActive

Some overlap · 6 shared positions

$SNOW $SHW $UTG $USB $UNH $T

$155M

128 positions

#23Sterling Financial Planning, Inc.Active

Some overlap · 4 shared positions

$SNOW $KKR $WT $NKE

$337M

117 positions

#24Aspire Capital Advisors LLCActive

Some overlap · 6 shared positions

$REGN $KKR $WT $GSAT $SNOW $SHW

$444M

122 positions

#25Milestone Investment Advisors LLCActive

Some overlap · 5 shared positions

$SNOW $KKR $WT $GSAT $USB

$414M

139 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.