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 Austin Private Wealth,

13F Portfolio OverlapQ4 2025Austin Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Austin Private Wealth, LLC is an institutional investor managing $1.3B across 298 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Austin Private Wealth, are Detalus Advisors,, Roan Partners, Integrity Wealth Solutions, with shared positions in $GMM, $GLDM, $SE, $HUM, $INTU, $IBM. The full ranking of 25 similar funds is below.

#1Detalus Advisors, LLCActive

Some overlap · 4 shared positions

$GMM $GLDM $SE $HUM

$438M

186 positions

#2Roan Capital PartnersPassive

Some overlap · 3 shared positions

$GMM $GLDM $SE

$108M

77 positions

#3Integrity Wealth Solutions LLCPassive

Some overlap · 4 shared positions

$GMM $GLDM $SE $INTU

$255M

130 positions

#4CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Some overlap · 3 shared positions

$GMM $GLDM $IBM

$182M

106 positions

#5HORIZON FINANCIAL SERVICES, LLCPassive

Some overlap · 3 shared positions

$GMM $GLDM $IBM

$226M

425 positions

#6KWB WealthActive

Some overlap · 3 shared positions

$GMM $GLDM $SE

$1.0B

166 positions

#7Cassaday & Co Wealth Management LLCActive

Some overlap · 4 shared positions

$GMM $GLDM $SE $IBM

$4.7B

1,361 positions

#8Archer Investment Management, LLCPassive

Slight overlap · 4 shared positions

$GMM $SE $GLDM $HUM

$238M

108 positions

#9West Wealth Group, LLCActive

Slight overlap · 4 shared positions

$GMM $SE $AMD $LRCX

$506M

130 positions

#10MA Private WealthActive

Slight overlap · 5 shared positions

$GMM $SE $AMD $HUM $IBM

$591M

86 positions

#11Upper Left Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$GLDM $GMM $SE $AMD

$169M

68 positions

#12WealthTrak Capital Management LLCPassive

Slight overlap · 3 shared positions

$GMM $SE $GLDM

$140M

80 positions

#13NewEdge Advisors, LLCPassive

Slight overlap · 4 shared positions

$GMM $SE $IBM $INTU

$2.2B

1,217 positions

#14NavPoint Financial, Inc.Active

Slight overlap · 3 shared positions

$GMM $GLDM $IBM

$247M

71 positions

#15Valtinson Bruner Financial Planning LLCActive

Slight overlap · 3 shared positions

$GMM $GLDM $AMD

$364M

171 positions

#16McNaughton Wealth Management, LLCActive

Slight overlap · 3 shared positions

$GLDM $GMM $SE

$242M

70 positions

#17JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$GMM $GLDM $HUM

$1.2B

819 positions

#18BayBridge Capital Group, LLCActive

Slight overlap · 3 shared positions

$GMM $SE $IBM

$161M

95 positions

#19Cobblestone Asset Management LLCPassive

Slight overlap · 3 shared positions

$GMM $SE $IBM

$222M

73 positions

#20CUTLER INVESTMENT COUNSEL LLCActive

Slight overlap · 3 shared positions

$GMM $SE $IBM

$971M

146 positions

#21Midwest Capital Advisors, LLCActive

Slight overlap · 4 shared positions

$GMM $SE $AMD $LRCX

$214M

199 positions

#22Fonville Wealth Management LLCPassive

Slight overlap · 3 shared positions

$GMM $SE $HUM

$525M

138 positions

#23BlueStem Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$GMM $SE $HUM

$900M

124 positions

#24ONE Advisory Partners, LLCActive

Slight overlap · 3 shared positions

$GMM $SE $HUM

$324M

72 positions

#25Beacon Bridge Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$GLDM $GMM $SE $HUM

$299M

101 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.