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 Regent Peak Wealth Advisors

13F Portfolio OverlapQ1 2026Regent Peak Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Regent Peak Wealth Advisors LLC is an institutional investor managing $540M across 221 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 Regent Peak Wealth Advisors are PFS Partners,, Stonebridge Financial Group,, Atwater Malick, with shared positions in $MS, $JHG, $MAR, $KO, $ACN, $SO. The full ranking of 25 similar funds is below.

#1PFS Partners, LLCActive

Some overlap · 3 shared positions

$MS $JHG $MAR

$218M

590 positions

#2Stonebridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$MS $JHG $KO

$1.2B

262 positions

#3Atwater Malick LLCActive

Some overlap · 3 shared positions

$MS $ACN $KO

$370M

100 positions

#4Autumn Glory Partners, LLCPassive

Some overlap · 5 shared positions

$MS $JHG $KO $MAR $SO

$272M

204 positions

#5Stonebridge Financial Planning Group, LLCPassive

Some overlap · 3 shared positions

$MS $JHG $MAR

$272M

171 positions

#6Prota Financial, LLCActive

Some overlap · 3 shared positions

$MS $KO $PGR

$138M

67 positions

#7Talisman Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$MS $KO $MAR

$124M

101 positions

#8Powers Advisory Group, LLCActive

Some overlap · 3 shared positions

$MS $KO $SO

$284M

125 positions

#9Capital Investment Advisors, LLCActive

Some overlap · 3 shared positions

$MS $KO $SO

$6.2B

693 positions

#10Meridian Financial Partners LLCActive

Some overlap · 3 shared positions

$MS $KO $AMD

$263M

121 positions

#11Wall Street Financial Group, Inc.Passive

Some overlap · 4 shared positions

$MS $MAR $KO $AMD

$169M

667 positions

#12DAGCO, INC.Passive

Some overlap · 3 shared positions

$MS $JHG $MAR

$461M

353 positions

#13Sterling Manor Financial, LLCActive

Some overlap · 3 shared positions

$MS $KO $AMD

$160M

39 positions

#14Strategies Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$MS $AMD $MAR $KO

$995M

193 positions

#15Atlas Private Wealth AdvisorsPassive

Some overlap · 3 shared positions

$MS $JHG $IBIT

$425M

132 positions

#16Buck Wealth Strategies, LLCActive

Some overlap · 3 shared positions

$MS $JHG $KO

$810M

166 positions

#17Baugh & Associates, LLCActive

Some overlap · 5 shared positions

$MS $SO $KO $PGR $MAR

$232M

44 positions

#18Smith Thornton Advisors LLCPassive

Some overlap · 3 shared positions

$MS $KO $SO

$199M

130 positions

#19Destiny Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$MS $JHG $AMD

$914M

1,148 positions

#20Compass Ion Advisors, LLCActive

Some overlap · 3 shared positions

$MS $IBIT $MAR

$1.0B

279 positions

#21Evercore Wealth Management, LLCActive

Some overlap · 3 shared positions

$MS $JHG $PGR

$6.4B

418 positions

#22STEVENS CAPITAL PARTNERSPassive

Some overlap · 3 shared positions

$MS $AMD $MAR

$416M

126 positions

#23Eldridge Investment Advisors, Inc.Passive

Some overlap · 3 shared positions

$MS $JHG $MAR

$456M

154 positions

#24Center for Wealth Management AdvisoryActive

Some overlap · 3 shared positions

$MS $ACN $KO

$139M

62 positions

#25HF Advisory Group, LLCPassive

Some overlap · 3 shared positions

$MS $MAR $SO

$293M

166 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.