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 CLIENT 1ST ADVISORY GROUP,

13F Portfolio OverlapQ1 2026CLIENT 1ST ADVISORY GROUP, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CLIENT 1ST ADVISORY GROUP, LLC is an institutional investor managing $384M across 144 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 CLIENT 1ST ADVISORY GROUP, are HOWARD WEALTH ,, Carr Financial Group, MUIRFIELD WEALTH ADVISORS, with shared positions in $HUM, $WT, $DOV, $SCHW, $DHR, $NTRB. The full ranking of 25 similar funds is below.

#1HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $DOV $SCHW $DHR

$238M

142 positions

#2Carr Financial Group CorpPassive

Some overlap · 5 shared positions

$HUM $NTRB $LRCX $AMAT $DHR

$379M

174 positions

#3MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 5 shared positions

$HUM $WT $BKNG $AMAT $SCHW

$136M

80 positions

#4Wealth Architects, LLCPassive

Some overlap · 5 shared positions

$HUM $DOV $SE $LRCX $WT

$1.1B

244 positions

#5E&G Advisors, LPPassive

Some overlap · 4 shared positions

$HUM $WT $LRCX $AMAT

$449M

236 positions

#6Breakwater Investment ManagementPassive

Some overlap · 5 shared positions

$HUM $NTRB $DOV $SCHW $WT

$269M

506 positions

#7Sincerus Advisory, LLCActive

Some overlap · 4 shared positions

$HUM $WT $SE $SCHW

$132M

76 positions

#8Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$HUM $WT $SO $DHR

$92M

82 positions

#9Cornerstone Financial Management LLCPassive

Some overlap · 4 shared positions

$HUM $NTRB $DOV $SE

$109M

1,311 positions

#10LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$HUM $WT $DHR $SCHW

$1.0B

232 positions

#11WealthShield Partners, LLCPassive

Some overlap · 5 shared positions

$HUM $WT $NTRB $SE $LRCX

$898M

609 positions

#12Aspetuck Financial Management LLCActive

Some overlap · 4 shared positions

$HUM $WT $LRCX $SCHW

$146M

75 positions

#13Windward Private Wealth Management Inc.Smart money

Some overlap · 5 shared positions

$HUM $DOV $WT $DHR $SE

$289M

44 positions

#14Interactive Financial AdvisorsActive

Some overlap · 4 shared positions

$HUM $WT $SE $SO

$153M

78 positions

#15Avant Capital LLCPassive

Some overlap · 3 shared positions

$HUM $WT $NTRB

$142M

76 positions

#16Sherman Wealth Management LLCPassive

Some overlap · 3 shared positions

$HUM $WT $NTRB

$116M

80 positions

#17Stokes Family Office, LLCPassive

Some overlap · 4 shared positions

$HUM $DOV $SE $LRCX

$969M

276 positions

#18Verum Partners LLCActive

Some overlap · 4 shared positions

$HUM $WT $SE $DHR

$527M

176 positions

#19Brightwater Advisory LLCActive

Some overlap · 3 shared positions

$HUM $WT $DOV

$151M

60 positions

#20Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$HUM $WT $SE

$484M

76 positions

#21JT Stratford LLCPassive

Some overlap · 3 shared positions

$HUM $WT $SE

$786M

297 positions

#22Creekside PartnersPassive

Some overlap · 4 shared positions

$HUM $DOV $SE $SCHW

$243M

183 positions

#23Nikulski Financial, Inc.Passive

Some overlap · 3 shared positions

$HUM $WT $LRCX

$405M

175 positions

#24Selby Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $WT $DOV

$254M

81 positions

#25ProVise Management Group, LLCPassive

Some overlap · 4 shared positions

$HUM $BKNG $AMAT $SCHW

$1.4B

261 positions

Compare CLIENT 1ST ADVISORY GROUP,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CLIENT 1ST ADVISORY GROUP,’s holdings

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.