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 ACT WEALTH ,

13F Portfolio OverlapQ1 2026ACT WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

ACT WEALTH MANAGEMENT, LLC is an institutional investor managing $340M across 64 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 ACT WEALTH , are Ariston Services Group, Tepp RIA,, MARINO, STRAM & ASSOCIATES, with shared positions in $KKR, $SCHW, $DDOG, $ET, $BA, $MS. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Substantial overlap · 5 shared positions

$KKR $SCHW $DDOG $ET $BA

$167M

71 positions

#2Tepp RIA, LLCActive

Notable overlap · 3 shared positions

$KKR $ET $MS

$128M

41 positions

#3MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 4 shared positions

$KKR $MO $PM $MS

$557M

185 positions

#4RETIREMITTEN FINANCIAL LLCActive

Notable overlap · 3 shared positions

$KKR $SCHW $DIA

$207M

184 positions

#5truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $DIA $MS

$97M

49 positions

#6Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $INTU $MS

$192M

72 positions

#7Elevation Advisory Partners LLCActive

Notable overlap · 4 shared positions

$KKR $DDOG $PM $UNP

$107M

97 positions

#8Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $SCHW $CRM

$98M

197 positions

#9Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$KKR $SCHW $MO $PM

$255M

70 positions

#10White Lighthouse Investment Management Inc.Active

Notable overlap · 4 shared positions

$KKR $SCHW $DDOG $PM

$721M

145 positions

#11Investment Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$KKR $SCHW $MS

$393M

194 positions

#12HCR Wealth AdvisorsActive

Notable overlap · 3 shared positions

$KKR $BA $MS

$964M

241 positions

#13PARAGON FINANCIAL PARTNERS, INC.Active

Notable overlap · 4 shared positions

$KKR $BA $MO $PM

$177M

77 positions

#14VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $DDOG $SCHW

$335M

505 positions

#15Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$KKR $DDOG $MO $MS

$453M

103 positions

#16HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $SCHW $DIA

$238M

142 positions

#17GSG Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $DDOG $MS

$385M

137 positions

#18Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $DDOG $DIA

$341M

64 positions

#19CROBANPassive

Notable overlap · 3 shared positions

$KKR $SCHW $UNP

$213M

73 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $SCHW $MS

$90M

65 positions

#21Heron Bay Capital ManagementActive

Notable overlap · 3 shared positions

$SCHW $KKR $CRM

$1.1B

78 positions

#22IRONWOOD WEALTH MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$KKR $PM $MO

$223M

31 positions

#23Amicus Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SCHW $KKR $DDOG

$363M

90 positions

#24YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 3 shared positions

$KKR $MO $MS

$248M

125 positions

#25KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SCHW $DDOG $KKR

$192M

43 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.