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 Concord Wealth Partners

13F Portfolio OverlapQ1 2026Concord Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Concord Wealth Partners is an institutional investor managing $770M across 207 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 Concord Wealth Partners are Concord Asset , /VA, Cypress ,, Wright Wealth, with shared positions in $UPST, $AL, $MS, $WT, $AMN, $LMT. The full ranking of 25 similar funds is below.

#1Concord Asset Management, LLC/VAActive

Substantial overlap · 18 shared positions

$UPST $AL $MS $WT $AMN $LMT

$592M

117 positions

#2Cypress Capital, LLCActive

Notable overlap · 8 shared positions

$UPST $WT $LMT $AGQ $COP $AMGN

$351M

95 positions

#3Wright Wealth LLCActive

Notable overlap · 4 shared positions

$UPST $WT $MS $AMN

$149M

51 positions

#4Oak Harvest Investment ServicesPassive

Notable overlap · 6 shared positions

$UPST $MS $COP $UNP $AMGN $ETN

$958M

176 positions

#5McLean Asset Management CorpActive

Notable overlap · 6 shared positions

$UPST $AMN $MS $WT $LRCX $SO

$572M

165 positions

#6MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 7 shared positions

$UPST $NEE $AMN $UNP $COP $LRCX

$295M

82 positions

#7Falcon Wealth PlanningActive

Notable overlap · 3 shared positions

$UPST $WT $AMN

$1.5B

236 positions

#8Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$UPST $WT $COP $AGQ

$126M

67 positions

#9VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 6 shared positions

$UPST $AMN $NEE $COP $LRCX $ETN

$469M

104 positions

#10Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$UPST $AMN $COP $LRCX $NEE

$392M

92 positions

#11NORTHWEST WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$UPST $AMN $NEE $ETN $UNP

$665M

255 positions

#12GOULD ASSET MANAGEMENT LLC /CA/Active

Some overlap · 3 shared positions

$UPST $WT $COP

$576M

171 positions

#13ARK & TLK INVESTMENTS, LLCActive

Some overlap · 5 shared positions

$UPST $WT $AMN $UNP $COP

$370M

119 positions

#14Causey Wealth LLCPassive

Some overlap · 4 shared positions

$UPST $WT $COP $AMGN

$236M

81 positions

#15Peak Asset Management, LLCPassive

Some overlap · 5 shared positions

$UPST $AMN $COP $AMAT $UNP

$567M

148 positions

#16Global Wealth Management Investment Advisory, Inc.Passive

Some overlap · 6 shared positions

$UPST $MS $KO $SO $AMGN $TFC

$638M

158 positions

#17Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$UPST $MS $COP $KO $LMT

$109M

1,311 positions

#18Wolff Financial Management LLCActive

Some overlap · 3 shared positions

$UPST $MS $COP

$453M

103 positions

#19TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive

Some overlap · 5 shared positions

$UPST $COP $SO $KO $AMGN

$1.6B

271 positions

#20Portland Global Advisors LLCActive

Some overlap · 4 shared positions

$UPST $WT $AMGN $ETN

$938M

146 positions

#21Financial Plan, Inc.Active

Some overlap · 3 shared positions

$UPST $AMN $COP

$933M

94 positions

#22Arista Wealth Management, LLCPassive

Some overlap · 5 shared positions

$UPST $KO $LRCX $NEE $LMT

$822M

253 positions

#23CAPE ANN SAVINGS BANKPassive

Some overlap · 5 shared positions

$UPST $MS $AMAT $NEE $WT

$199M

121 positions

#24MOKAN Wealth Management Inc.Passive

Some overlap · 4 shared positions

$UPST $AMAT $COP $LRCX

$226M

109 positions

#251834 INVESTMENT ADVISORS COPassive

Some overlap · 4 shared positions

$UPST $LMT $COP $TFC

$801M

206 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.