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 Secure Asset ,

13F Portfolio OverlapQ1 2026Secure Asset , portfolio →

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Most similar hedge funds by 13F overlap

Secure Asset Management, LLC is an institutional investor managing $714M across 333 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 Secure Asset , are Destiny Wealth Partners,, Paragon Advisors,, ATWOOD & PALMER, with shared positions in $JHG, $DOV, $PLTR, $CRWD, $UBER, $LRCX. The full ranking of 25 similar funds is below.

#1Destiny Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $DOV $PLTR $CRWD $UBER

$914M

1,148 positions

#2Paragon Advisors, LLCActive

Notable overlap · 5 shared positions

$JHG $LRCX $PLTR $CRWD $FIX

$371M

76 positions

#3ATWOOD & PALMER INCPassive

Notable overlap · 5 shared positions

$JHG $PLTR $UBER $GNRC $LDOS

$1.8B

531 positions

#4Addison Capital CoPassive

Notable overlap · 5 shared positions

$JHG $DOV $SNOW $IBIT $SCHW

$562M

182 positions

#5Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$JHG $DOV $SCHW $MCD

$89M

81 positions

#6Ballast Rock Private Wealth LLCPassive

Some overlap · 6 shared positions

$JHG $SNOW $LRCX $SCHW $MCD $ALPS

$181M

177 positions

#7BARINGS LLCActive

Some overlap · 3 shared positions

$JHG $DOV $SNOW

$6.2B

179 positions

#8BARD ASSOCIATES INCPassive

Some overlap · 4 shared positions

$JHG $SNOW $ALPS $SCHW

$398M

292 positions

#9Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $PLTR $ASTS

$136M

108 positions

#10Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $DOV $MCD

$193M

1,065 positions

#11WT Wealth ManagementPassive

Some overlap · 4 shared positions

$JHG $SNOW $UBER $SCHW

$336M

138 positions

#12Clearview Wealth Advisors LLC

Some overlap · 4 shared positions

$JHG $SNOW $MCD $SCHW

$158M

103 positions

#13Mason & Associates IncActive

Some overlap · 4 shared positions

$JHG $PLTR $ALPS $CRWD

$516M

160 positions

#14Orion Capital Management LLCPassive

Some overlap · 4 shared positions

$JHG $PLTR $SCHW $FSLR

$290M

485 positions

#15IFC & Insurance Marketing, Inc.Active

Some overlap · 4 shared positions

$JHG $SNOW $CRWD $PLTR

$96M

72 positions

#16First Financial Group CorpActive

Some overlap · 4 shared positions

$JHG $SNOW $CRWD $LRCX

$122M

80 positions

#17Northeast Financial Group, Inc.Active

Some overlap · 4 shared positions

$JHG $SNOW $SCHW $MCD

$404M

90 positions

#18WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$JHG $SNOW $MCD

$156M

139 positions

#19SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 5 shared positions

$JHG $SNOW $SCHW $IBIT $ALPS

$119M

61 positions

#20Sovereign Investment Advisors, LLCActive

Some overlap · 3 shared positions

$JHG $SNOW $ALPS

$472M

106 positions

#21Miller Global Investments, LLCPassive

Some overlap · 3 shared positions

$JHG $SNOW $SCHW

$121M

295 positions

#22Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 3 shared positions

$JHG $PLTR $CRWD

$144M

387 positions

#23Prasad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $ALPS $PLTR $LRCX

$367M

146 positions

#24Medallion Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $SNOW $SCHW

$306M

1,121 positions

#25Signature Wealth Management Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $DOV $CRWD $PLTR

$199M

116 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.