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 High Note Wealth,

13F Portfolio OverlapQ1 2026High Note Wealth, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

High Note Wealth, LLC is an institutional investor managing $509M across 938 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 High Note Wealth, are Torrey Growth & Income Advisors, Laurel Wealth Planning, Boothe Investment Group,, with shared positions in $NOW, $PLTR, $AMD, $UBER, $UNH, $WT. The full ranking of 25 similar funds is below.

#1Torrey Growth & Income AdvisorsActive

Notable overlap · 5 shared positions

$NOW $PLTR $AMD $UBER $UNH

$239M

110 positions

#2Laurel Wealth Planning LLCActive

Notable overlap · 3 shared positions

$NOW $WT $MUFG

$190M

59 positions

#3Boothe Investment Group, Inc.Active

Notable overlap · 5 shared positions

$NOW $WT $AMD $UBER $CRWD

$311M

40 positions

#4Torren Management, LLCActive

Notable overlap · 5 shared positions

$NOW $MUFG $WT $PLTR $EBAY

$201M

983 positions

#5Forefront Analytics, LLCSmart money

Notable overlap · 4 shared positions

$NOW $MUFG $WT $UNH

$110M

39 positions

#6Impact Investors, IncPassive

Notable overlap · 4 shared positions

$NOW $MUFG $AZO $AMD

$144M

106 positions

#7Balanced Rock Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$NOW $MUFG $FSCO

$143M

96 positions

#8ITHAKA GROUP LLCActive

Notable overlap · 5 shared positions

$NOW $PLTR $AMD $UBER $CRWD

$482M

38 positions

#9Stanich Group LLCSmart money

Notable overlap · 3 shared positions

$NOW $MUFG $WT

$131M

47 positions

#10LFA - Lugano Financial Advisors SAActive

Notable overlap · 4 shared positions

$NOW $MUFG $SSL $HLT

$197M

223 positions

#11Bond & Devick Financial Network, Inc.Passive

Some overlap · 3 shared positions

$NOW $UNH $MUFG

$358M

188 positions

#12SPINNAKER TRUSTActive

Some overlap · 5 shared positions

$NOW $UBER $SSL $UNH $HLT

$1.8B

285 positions

#13RAM Investment Partners, LLCActive

Some overlap · 3 shared positions

$NOW $UNH $AMD

$569M

121 positions

#14ISLAY CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$NOW $PLTR $WT $LMT

$197M

204 positions

#15Accuvest Global AdvisorsPassive

Some overlap · 4 shared positions

$NOW $PLTR $UBER $CRWD

$107M

57 positions

#16Clio Asset Management LLCActive

Some overlap · 3 shared positions

$NOW $AZO $HLT

$119M

16 positions

#17Guided Capital Wealth Management, LLCActive

Some overlap · 3 shared positions

$NOW $PLTR $WT

$152M

34 positions

#18PRAKASH INVESTMENT ADVISORS LLCPassive

Some overlap · 4 shared positions

$NOW $PLTR $AMD $CRWD

$128M

80 positions

#19Rare Wolf Capital LLCPassive

Some overlap · 6 shared positions

$NOW $WT $PLTR $AMD $LMT $UNH

$154M

127 positions

#20Windsor Capital Management, LLCActive

Some overlap · 3 shared positions

$NOW $SSL $HLT

$355M

123 positions

#21HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$PLTR $WT $FSCO $AMD

$238M

142 positions

#22Telligent Fund, LPActive

Some overlap · 3 shared positions

$PLTR $NOW $AMD

$94M

24 positions

#23AXS Investments LLCActive

Some overlap · 5 shared positions

$PLTR $WT $UBER $NOW $AMD

$248M

189 positions

#24RPG Investment Advisory, LLCPassive

Some overlap · 4 shared positions

$PLTR $NOW $AMD $CRWD

$829M

92 positions

#25McGuire Investment Group, LLCActive

Some overlap · 4 shared positions

$PLTR $WT $AMD $LMT

$885M

121 positions

Compare High Note Wealth,’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 High Note Wealth,’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.