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 SATOVSKY ASSET

13F Portfolio OverlapQ1 2026SATOVSKY ASSET portfolio →

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Most similar hedge funds by 13F overlap

SATOVSKY ASSET MANAGEMENT LLC is an institutional investor managing $566M across 73 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 SATOVSKY ASSET are Trailhead Planners, STOLZ & ASSOCIATES, PS, Meredith Wealth Planning, with shared positions in $AMN, $NEE, $IAU, $MAR, $MCD, $AMAT. The full ranking of 25 similar funds is below.

#1Trailhead Planners LLCActive

Substantial overlap · 3 shared positions

$AMN $NEE $IAU

$104M

49 positions

#2STOLZ & ASSOCIATES, PSSmart money

Substantial overlap · 3 shared positions

$AMN $NEE $IAU

$143M

30 positions

#3Meredith Wealth PlanningActive

Substantial overlap · 4 shared positions

$AMN $NEE $MAR $MCD

$369M

70 positions

#4Torren Management, LLCActive

Substantial overlap · 3 shared positions

$AMN $NEE $AMAT

$201M

983 positions

#5CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 5 shared positions

$AMN $NEE $AMAT $PFE $EPD

$334M

70 positions

#6True Wealth Design, LLCActive

Substantial overlap · 3 shared positions

$NEE $AMN $MCD

$360M

2,699 positions

#7Petersen Hastings Wealth Advisors Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $NEE $IAU

$1.1B

81 positions

#8TCI Wealth Advisors, Inc.Active

Substantial overlap · 4 shared positions

$AMN $NEE $MCD $T

$1.9B

251 positions

#9Arcadia Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $IAU $PFE

$185M

55 positions

#10KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 4 shared positions

$AMN $NEE $MAR $SO

$522M

97 positions

#11Oceanside Advisors LLCActive

Substantial overlap · 3 shared positions

$NEE $IAU $AMN

$175M

53 positions

#12RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $IAU $MAR

$296M

80 positions

#13POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 4 shared positions

$AMN $NEE $GILD $T

$127M

130 positions

#14WMG Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $MAR $T $SO

$240M

100 positions

#15Pacific Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $MCD

$179M

70 positions

#16Valued Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $GILD $T

$247M

751 positions

#17GREAT OAK CAPITAL PARTNERS, LLCSmart money

Notable overlap · 3 shared positions

$NEE $IAU $MAR

$430M

47 positions

#18Capstone Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $NEE $T $SO

$143M

50 positions

#19Henrickson Nauta Wealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$AMN $MAR $GILD $EPD

$356M

106 positions

#20Timonier Family Office, LTD.

Notable overlap · 3 shared positions

$NEE $IAU $MAR

$315M

56 positions

#21Capstone Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$NEE $IAU $EPD

$118M

38 positions

#22EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $T

$228M

114 positions

#23DiNuzzo Private Wealth, Inc.Active

Notable overlap · 4 shared positions

$NEE $IAU $MCD $T

$928M

1,345 positions

#24Forum Financial Management, LPSmart money

Notable overlap · 3 shared positions

$NEE $IAU $MAR

$7.1B

331 positions

#25New England Capital Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $MCD $T

$365M

425 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.