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 Emergent Wealth Advisors,

13F Portfolio OverlapQ1 2026Emergent Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Emergent Wealth Advisors, LLC is an institutional investor managing $192M across 122 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 Emergent Wealth Advisors, are Minneapolis Portfolio Group,, Meadowbrook Wealth ,, MFG WEALTH ,, with shared positions in $SPG, $IBM, $UBER, $BA, $GLW, $CRWD. The full ranking of 25 similar funds is below.

#1Minneapolis Portfolio Management Group, LLCActive

Some overlap · 5 shared positions

$SPG $IBM $UBER $BA $GLW

$942M

33 positions

#2Meadowbrook Wealth Management, LLCPassive

Some overlap · 5 shared positions

$SPG $UBER $BA $CRWD $GLW

$75M

65 positions

#3MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$IBM $BA $GLW $T $STLD $AGQ

$121M

61 positions

#4ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Slight overlap · 3 shared positions

$WELL $SPG $SCCO

$123M

101 positions

#5Morangie Management LLCActive

Slight overlap · 4 shared positions

$WELL $SPG $PLTR $UBER

$109M

34 positions

#6Fideuram Asset Management (Ireland) dacPassive

Slight overlap · 4 shared positions

$WELL $UBER $MTB $STLD

$787M

445 positions

#7PIER 88 INVESTMENT PARTNERS LLCPassive

Slight overlap · 4 shared positions

$WELL $UBER $BA $KKR

$402M

112 positions

#8CORDA Investment Management, LLC.Active

Slight overlap · 3 shared positions

$WELL $SPG $GLW

$1.4B

80 positions

#9New Age Alpha Advisors, LLCPassive

Slight overlap · 5 shared positions

$WELL $UBER $CRWD $SPG $T

$2.1B

766 positions

#10Alpha Omega Wealth Management LLCPassive

Slight overlap · 4 shared positions

$SPG $IBM $GLW $T

$617M

206 positions

#11DoubleLine ETF Adviser LPPassive

Slight overlap · 3 shared positions

$WELL $SPG $T

$263M

176 positions

#12O'ROURKE & COMPANY, IncPassive

Slight overlap · 4 shared positions

$WELL $IBM $KKR $AGQ

$253M

171 positions

#13PeakShares LLCPassive

Slight overlap · 5 shared positions

$IBM $UBER $CRWD $GLW $PLTR

$109M

116 positions

#14Benchmark Investment Advisors LLCPassive

Slight overlap · 5 shared positions

$UBER $WELL $APH $CRWD $PLTR

$172M

76 positions

#15RATIONAL ADVISORS, INC.Active

Slight overlap · 4 shared positions

$WELL $UBER $BA $VLTO

$980M

179 positions

#16Bouvel Investment Partners, LLCPassive

Slight overlap · 5 shared positions

$IBM $APH $BA $CRWD $PLTR

$345M

78 positions

#17Knights of Columbus Asset Advisors LLCPassive

Slight overlap · 4 shared positions

$WELL $IBM $T $NFG

$1.8B

397 positions

#18CORNERSTONE ENTERPRISES, LLCActive

Slight overlap · 5 shared positions

$IBM $APH $CRWD $GLW $PLTR

$201M

35 positions

#19Palacios Wealth Management, LLCActive

Slight overlap · 5 shared positions

$UBER $IBM $CRWD $T $PLTR

$160M

75 positions

#20Prosperity Wealth Management, Inc.

Slight overlap · 5 shared positions

$IBM $UBER $CRWD $AGQ $PLTR

$300M

251 positions

#21WESPAC Advisors SoCal, LLCPassive

Slight overlap · 4 shared positions

$WELL $IBM $CRWD $PLTR

$470M

119 positions

#22Diligent Investors, LLCPassive

Slight overlap · 5 shared positions

$IBM $SPG $GLW $CTVA $PLTR

$404M

346 positions

#23AGP FRANKLIN, LLCPassive

Slight overlap · 5 shared positions

$SCCO $BA $CRWD $GLW $PLTR

$200M

93 positions

#24Xcel Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$UBER $BA $CRWD $GLW $PLTR

$362M

133 positions

#25Old Port AdvisorsPassive

Slight overlap · 5 shared positions

$IBM $GLW $KKR $T $NFG

$434M

239 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.