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 N.E.W. Advisory Services

13F Portfolio OverlapQ1 2026N.E.W. Advisory Services portfolio →

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Most similar hedge funds by 13F overlap

N.E.W. Advisory Services LLC is an institutional investor managing $1.3B across 914 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 N.E.W. Advisory Services are WealthCollab,, Greenline Partners,, COGENT STRATEGIC WEALTH, with shared positions in $BRZE, $AMN, $SNOW, $NKE, $COP, $PLTR. The full ranking of 25 similar funds is below.

#1WealthCollab, LLCPassive

Notable overlap · 5 shared positions

$BRZE $AMN $SNOW $NKE $COP

$243M

977 positions

#2Greenline Partners, LLCActive

Notable overlap · 4 shared positions

$BRZE $AMN $SNOW $COP

$930M

144 positions

#3COGENT STRATEGIC WEALTH LLCActive

Notable overlap · 4 shared positions

$BRZE $AMN $NKE $PLTR

$97M

56 positions

#4Integrity Wealth Solutions LLCPassive

Notable overlap · 6 shared positions

$AMN $BRZE $GMM $SNOW $KKR $PLTR

$255M

130 positions

#5Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$BRZE $AMN $SNOW $COP $NKE

$478M

42 positions

#6Fonville Wealth Management LLCPassive

Notable overlap · 8 shared positions

$AMN $GMM $SNOW $NKE $BRZE $KKR

$525M

138 positions

#7FIDUCIARY ADVISORS, INC.Active

Notable overlap · 5 shared positions

$BRZE $AMN $KKR $COP $MAR

$133M

121 positions

#8Capital Investment Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $GMM $SNOW $NKE

$291M

125 positions

#9TRB Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$BRZE $GMM $SNOW $KKR $COP

$704M

285 positions

#10Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$BRZE $AMN $SNOW $KKR

$143M

56 positions

#11L.K. Benson & Company, P.C.Active

Notable overlap · 6 shared positions

$BRZE $AMN $NKE $SNOW $IBM $KKR

$302M

113 positions

#12ATLas Financial Planning LLCActive

Some overlap · 4 shared positions

$AMN $BRZE $NKE $MAR

$112M

69 positions

#13Financial Symmetry IncSmart money

Some overlap · 5 shared positions

$BRZE $AMN $NKE $IBM $MCD

$281M

63 positions

#14Global Trust Wealth Management LLCActive

Some overlap · 7 shared positions

$BRZE $NKE $WEC $IBM $PLTR $AMN

$132M

83 positions

#15Clarity Capital Advisors, LLCActive

Some overlap · 7 shared positions

$BRZE $SNOW $NKE $GMM $KKR $MAR

$215M

95 positions

#16Zhang Financial LLCActive

Some overlap · 6 shared positions

$BRZE $SNOW $AMN $NTRB $KKR $COP

$2.9B

367 positions

#17B&D White Capital Company, LLCActive

Some overlap · 3 shared positions

$AMN $BRZE $NKE

$809M

74 positions

#18Mustard Seed Financial, LLCPassive

Some overlap · 6 shared positions

$BRZE $SNOW $NKE $MAR $KKR $COP

$167M

92 positions

#19Avantax Planning Partners, Inc.Active

Some overlap · 6 shared positions

$AMN $BRZE $SNOW $IBM $KKR $COP

$3.6B

435 positions

#20Davidson Kahn Capital Management, LLCActive

Some overlap · 3 shared positions

$BRZE $AMN $KKR

$188M

62 positions

#21David Kennon IncSmart money

Some overlap · 3 shared positions

$BRZE $GMM $NTRB

$279M

41 positions

#22ADE, LLCActive

Some overlap · 3 shared positions

$BRZE $GMM $KKR

$209M

86 positions

#23Breakwater Investment ManagementPassive

Some overlap · 7 shared positions

$BRZE $SNOW $NTRB $KKR $GMM $MAR

$269M

506 positions

#24CLUNE & ASSOCIATES, LTD.Passive

Some overlap · 6 shared positions

$BRZE $AMN $NKE $KKR $MCD $COP

$532M

162 positions

#25PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$BRZE $SNOW $NKE $COP $SLV

$1.4B

283 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.