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 WJ Wealth ,

13F Portfolio OverlapQ1 2026WJ Wealth , portfolio →

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Most similar hedge funds by 13F overlap

WJ Wealth Management, LLC is an institutional investor managing $214M across 70 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 WJ Wealth , are Sound Stewardship,, Fiduciary Planning, Kraft, Davis & Associates,, with shared positions in $GLTR, $WT, $IAU, $SHW, $MDLZ, $MU. The full ranking of 25 similar funds is below.

#1Sound Stewardship, LLCActive

Notable overlap · 3 shared positions

$GLTR $WT $IAU

$218M

63 positions

#2Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$SHW $WT $MDLZ $MU

$331M

76 positions

#3Kraft, Davis & Associates, LLCPassive

Notable overlap · 3 shared positions

$SHW $WT $QUBT

$469M

151 positions

#4Stegent Equity Advisors, Inc.Passive

Notable overlap · 3 shared positions

$GLTR $QUBT $IAU

$117M

101 positions

#5Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$GRWG $WT $SNOW

$99M

59 positions

#6Stenger Family Office, LLCPassive

Some overlap · 3 shared positions

$GRWG $WT $GE

$566M

117 positions

#7WESPAC Advisors SoCal, LLCPassive

Some overlap · 4 shared positions

$SHW $MU $GE $IAU

$470M

119 positions

#8Courage Miller Partners, LLCActive

Some overlap · 3 shared positions

$GLTR $SNOW $GE

$354M

92 positions

#9Joseph P. Lucia & Associates, LLCPassive

Some overlap · 3 shared positions

$SHW $SNOW $WT

$280M

169 positions

#10Retirement Management Systems Inc.Active

Some overlap · 4 shared positions

$SHW $WT $SNOW $IAU

$415M

51 positions

#11Rezny Wealth Management, Inc.Active

Some overlap · 3 shared positions

$SHW $MU $LHX

$464M

38 positions

#12RWQ Financial Management Services, Inc.Active

Some overlap · 3 shared positions

$SHW $MU $GE

$153M

22 positions

#13Obion Capital Management LPActive

Some overlap · 3 shared positions

$SHW $GE $HLT

$101M

15 positions

#14David R. Rahn & Associates Inc.Passive

Some overlap · 3 shared positions

$SHW $WT $IAU

$354M

122 positions

#15Reliant Wealth PlanningActive

Some overlap · 5 shared positions

$GRWG $SSL $SNOW $HLT $IAU

$331M

51 positions

#16Lakeridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$SHW $GE $IAU

$233M

169 positions

#17Horizon Wealth Management, LLCPassive

Some overlap · 4 shared positions

$SHW $WT $MDLZ $GE

$682M

137 positions

#18WT Wealth ManagementPassive

Some overlap · 4 shared positions

$SHW $WT $MDLZ $SNOW

$336M

138 positions

#19THEORY FINANCIAL LLCPassive

Some overlap · 3 shared positions

$GRWG $WT $MDLZ

$285M

94 positions

#20IAM Advisory, LLCActive

Some overlap · 3 shared positions

$SHW $WT $LHX

$446M

95 positions

#21Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive

Some overlap · 3 shared positions

$SHW $WT $GRWG

$506M

57 positions

#22Howard Capital Management Inc.Active

Some overlap · 3 shared positions

$GRWG $SHW $WT

$6.1B

332 positions

#23Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive

Some overlap · 3 shared positions

$SHW $WT $GRWG

$1.5B

55 positions

#24First Financial Group CorpActive

Some overlap · 5 shared positions

$SHW $WT $SNOW $GE $IAU

$122M

80 positions

#25PlanVest Financial, IncPassive

Some overlap · 4 shared positions

$GRWG $WT $SNOW $IAU

$131M

565 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.