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 StrongBox Wealth,

13F Portfolio OverlapQ1 2026StrongBox Wealth, portfolio →

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Most similar hedge funds by 13F overlap

StrongBox Wealth, LLC is an institutional investor managing $313M across 95 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 StrongBox Wealth, are MOSELEY INVESTMENT, FORBES J M & LLP, Aprio Wealth ,, with shared positions in $ETN, $HUM, $NEE, $AMGN, $KKR, $PLTR. The full ranking of 25 similar funds is below.

#1MOSELEY INVESTMENT MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$ETN $HUM $NEE $AMGN $KKR $PLTR

$314M

163 positions

#2FORBES J M & CO LLPActive

Notable overlap · 5 shared positions

$NEE $HUM $LIN $ETN $ABT

$1.2B

150 positions

#3Aprio Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$NEE $HUM $JHG $CRM

$1.8B

613 positions

#4Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$NEE $LIN $HUM $ABT $CL $WMB

$446M

104 positions

#5DAHRING {-} CUSMANO LLCActive

Notable overlap · 5 shared positions

$HUM $JHG $KKR $CRM $PLTR

$163M

58 positions

#6High Net Worth Advisory Group LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $CRM $AMGN $ABT

$429M

244 positions

#7Somerset Trust CoPassive

Some overlap · 4 shared positions

$NEE $AMGN $LIN $ABT

$326M

174 positions

#8WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$NEE $LIN $CRM $AMGN $ETN

$1.2B

69 positions

#9AVITY INVESTMENT MANAGEMENT INC.Active

Some overlap · 4 shared positions

$NEE $ETN $AMGN $CL

$1.4B

114 positions

#10Colter Lewis Investment Partners LLCPassive

Some overlap · 7 shared positions

$HUM $JHG $AMGN $CL $NEE $LIN

$106M

111 positions

#11Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$HUM $JHG $KKR $ETN $PLTR

$290M

485 positions

#12Munro PartnersActive

Some overlap · 3 shared positions

$ETN $NEE $LIN

$3.0B

59 positions

#13Hamilton Point Investment Advisors, LLCPassive

Some overlap · 5 shared positions

$AMGN $ETN $NEE $CRM $CL

$649M

186 positions

#14Haverford Financial Services, Inc.Active

Some overlap · 4 shared positions

$ETN $NEE $LIN $JHG

$336M

46 positions

#15BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$LIN $ETN $NEE $AMGN $ABT

$7.8B

1,278 positions

#16Fusion Capital, LLCActive

Some overlap · 4 shared positions

$HUM $AMGN $JHG $KKR

$371M

104 positions

#17Aureus Asset Management, LLCPassive

Some overlap · 4 shared positions

$NEE $LIN $ABT $WMB

$1.5B

225 positions

#18Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$NEE $AMGN $HUM

$170M

48 positions

#19McCollum Christoferson Group LLCPassive

Some overlap · 5 shared positions

$NEE $LIN $ABT $CL $NOC

$333M

77 positions

#20M. Kraus & CoActive

Some overlap · 4 shared positions

$NEE $LIN $ABT $ETN

$343M

81 positions

#21CPA Asset Management LLCActive

Some overlap · 4 shared positions

$NEE $HUM $KKR $AMGN

$298M

99 positions

#22DJE Kapital AGActive

Some overlap · 4 shared positions

$NEE $LIN $CL $CRM

$4.5B

113 positions

#23HEADINVEST, LLCPassive

Some overlap · 4 shared positions

$JHG $HUM $KKR $LIN

$488M

225 positions

#24NORTHSTAR ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$ETN $LIN $CRM

$326M

86 positions

#25TORRAY LLCPassive

Some overlap · 3 shared positions

$NEE $AMGN $KKR

$682M

88 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.