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 1900 WEALTH

13F Portfolio OverlapQ1 20261900 WEALTH portfolio →

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Most similar hedge funds by 13F overlap

1900 WEALTH MANAGEMENT LLC is an institutional investor managing $1.6B across 253 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 1900 WEALTH are WINEBRENNER, First Financial Group, Symphony Financial Services,, with shared positions in $JHG, $WT, $ET, $KKR, $NKE, $TPL. The full ranking of 25 similar funds is below.

#1WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $ET $KKR

$156M

139 positions

#2First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $NKE $WT

$122M

80 positions

#3Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $WT $ET

$195M

99 positions

#4TT Capital Management LLCActive

Notable overlap · 3 shared positions

$JHG $TPL $ET

$121M

73 positions

#5INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$803M

181 positions

#6Financial Enhancement Group LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$807M

135 positions

#7Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $DDOG $NKE

$1.4B

281 positions

#8MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $NTRB $KKR

$316M

37 positions

#9Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $NTRB

$237M

67 positions

#10ALLIANZ SEActive

Notable overlap · 3 shared positions

$JHG $NKE $SNPS

$9.0B

473 positions

#11Medallion Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $NKE $WT $KKR

$306M

1,121 positions

#12MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $WT $KKR

$1.9B

160 positions

#13Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $DDOG

$150M

134 positions

#14Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $NTRB $KKR

$144M

387 positions

#15Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $WT $KKR

$162M

100 positions

#16Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $NKE $KKR

$914M

1,148 positions

#17Traub Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $ET $SNPS

$101M

130 positions

#18One Charles Private Wealth Services, LLCActive

Notable overlap · 3 shared positions

$JHG $TPL $ET

$400M

159 positions

#19Accel Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $NKE $KKR

$383M

290 positions

#20CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $DDOG $KKR

$648M

134 positions

#21Leelyn Smith, LLCPassive

Notable overlap · 4 shared positions

$JHG $NTRB $KKR $FITB

$713M

154 positions

#22DAHRING {-} CUSMANO LLCActive

Some overlap · 3 shared positions

$JHG $NTRB $KKR

$163M

58 positions

#23CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$JHG $NKE $WT

$309M

132 positions

#24Towneley Capital Management, Inc / DESmart money

Some overlap · 3 shared positions

$JHG $DDOG $NKE

$478M

42 positions

#25Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$JHG $WT $DDOG $KKR

$589M

590 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.