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 SHP Wealth

13F Portfolio OverlapQ1 2026SHP Wealth portfolio →

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Most similar hedge funds by 13F overlap

SHP Wealth Management is an institutional investor managing $1.3B across 1,826 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 SHP Wealth are Powers Advisory Group,, CYPRESS FINANCIAL PLANNING, FINANCIAL ADVISORY PARTNERS,, with shared positions in $MS, $USB, $WT, $MCD, $SYY, $TECK. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MS $USB $WT $MCD

$284M

125 positions

#2CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 3 shared positions

$MS $USB $MCD

$363M

102 positions

#3FINANCIAL ADVISORY PARTNERS, LLCActive

Notable overlap · 4 shared positions

$USB $MS $SYY $WT

$354M

66 positions

#4Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$MS $TECK $WT $MCD

$331M

134 positions

#5Meridian Financial Partners LLCActive

Notable overlap · 3 shared positions

$MS $USB $WT

$263M

121 positions

#6LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $USB $GLDM

$175M

112 positions

#7Madrid Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$MS $SOLV $USB

$133M

70 positions

#8Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $ADP $WT $MCD

$124M

101 positions

#9Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $JHG $XYZ

$143M

96 positions

#10Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $JHG $WT

$589M

590 positions

#11Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $JHG $WT

$415M

51 positions

#12Presidio Capital Management, LLCActive

Notable overlap · 3 shared positions

$MS $JHG $MCD

$344M

79 positions

#13IFS Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $WT $ADP

$194M

217 positions

#14Legacy Financial Strategies, LLCActive

Notable overlap · 4 shared positions

$MS $JHG $ADP $MCD

$554M

140 positions

#15Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$USB $MS $WT $SOLV

$184M

157 positions

#16Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$USB $JHG $WT

$236M

81 positions

#17Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 3 shared positions

$USB $GLDM $WT

$153M

344 positions

#18CMC Financial GroupActive

Notable overlap · 3 shared positions

$USB $GLDM $WT

$51M

38 positions

#19Financial Freedom, LLCPassive

Notable overlap · 3 shared positions

$USB $QUBT $MCD

$201M

426 positions

#20Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$USB $JHG $MCD

$1.3B

129 positions

#21HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 4 shared positions

$USB $JHG $ADP $MCD

$280M

107 positions

#22Stonebridge Financial Planning Group, LLCPassive

Notable overlap · 5 shared positions

$MS $USB $JHG $QUBT $WT

$272M

171 positions

#23Rooted Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$MS $USB $QUBT $MCD

$379M

144 positions

#24Newton One Investments LLCActive

Notable overlap · 4 shared positions

$USB $MCD $WT $MS

$368M

121 positions

#25Meridian Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$MS $TECK $USB $WT $MCD

$183M

141 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.