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 Hubbell Strickland Wealth ,

13F Portfolio OverlapQ1 2026Hubbell Strickland Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Hubbell Strickland Wealth Management, LLC is an institutional investor managing $251M across 83 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 Hubbell Strickland Wealth , are 360 Financial,, Hapanowicz & Associates Financial Services,, CONQUIS FINANCIAL, with shared positions in $HUM, $KKR, $MS, $PLTR, $MCD, $DOV. The full ranking of 25 similar funds is below.

#1360 Financial, Inc.Active

Substantial overlap · 4 shared positions

$HUM $KKR $MS $PLTR

$332M

80 positions

#2Hapanowicz & Associates Financial Services, IncSmart money

Substantial overlap · 4 shared positions

$HUM $MCD $DOV $DIA

$251M

31 positions

#3CONQUIS FINANCIAL LLCSmart money

Substantial overlap · 3 shared positions

$HUM $BRZE $INTC

$121M

54 positions

#4Mittelman Wealth ManagementActive

Substantial overlap · 3 shared positions

$HUM $KKR $IBM

$160M

52 positions

#5Aurdan Capital Management, LLCActive

Substantial overlap · 5 shared positions

$HUM $ABT $BRZE $AFL $PM

$333M

88 positions

#6Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $BRZE $PM

$187M

121 positions

#7Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$104M

20 positions

#8Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $BRZE $DIA $MCD

$341M

64 positions

#9Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$HUM $MS $KKR

$175M

20 positions

#10Granite FO LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $DIA $PM $INTC

$169M

170 positions

#11Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$HUM $MS $DHR

$120M

84 positions

#12Cascades Capital Asset Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MCD $MS

$239M

158 positions

#13Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$HUM $KKR $NTRB $MCD $PM

$302M

51 positions

#14RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $MS $PLTR

$107M

46 positions

#15SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $MCD $KKR $PLTR

$272M

554 positions

#16Noble Family Wealth, LLCActive

Notable overlap · 5 shared positions

$HUM $MCD $KKR $MS $AFL

$484M

76 positions

#17Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$HUM $DHR $KKR $BRZE $PM

$255M

70 positions

#18Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $NTRB $DIA

$116M

80 positions

#19Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$HUM $KKR $BRZE $PLTR

$98M

197 positions

#20ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $BRZE $PLTR

$753M

159 positions

#21INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Notable overlap · 3 shared positions

$HUM $MCD $ABT

$314M

130 positions

#22FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $BRZE

$176M

104 positions

#23Carr Financial Group CorpPassive

Notable overlap · 5 shared positions

$HUM $MS $DHR $KKR $NTRB

$379M

174 positions

#24Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $DHR $MS $DOV $KKR $BRZE

$98M

68 positions

#25Joel Isaacson & Co., LLCActive

Notable overlap · 6 shared positions

$HUM $DOV $MS $KKR $BRZE $NTRB

$3.0B

455 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.