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 Horizon Wealth ,

13F Portfolio OverlapQ1 2026Horizon Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Horizon Wealth Management, LLC is an institutional investor managing $682M across 137 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 Horizon Wealth , are Fiduciary Planning, IAM Advisory,, FLAGSHIP WEALTH ADVISORS,, with shared positions in $WT, $SHW, $MDLZ, $AGQ, $MS, $HUM. The full ranking of 25 similar funds is below.

#1Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$WT $SHW $MDLZ

$331M

76 positions

#2IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $SHW $AGQ

$446M

95 positions

#3FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$WT $MS $SHW $HUM $TJX $IBM

$233M

350 positions

#4truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$WT $MS $SLV $HUM

$97M

49 positions

#5Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MS $SLV

$133M

57 positions

#6IAG Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$WT $OKE $SLV $HUM $BA

$896M

509 positions

#7Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $MS

$444M

232 positions

#8Professional Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $MS $SLV $AGQ

$491M

137 positions

#9Wright Wealth LLCActive

Notable overlap · 6 shared positions

$WT $MS $HUM $T $VZ $IBM

$149M

51 positions

#10MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $SHW $SLV $AGQ

$147M

52 positions

#11FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $T

$313M

158 positions

#12Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$WT $MS $VZ $MCD

$284M

125 positions

#13Bouchey Financial Group LtdActive

Notable overlap · 4 shared positions

$WT $SHW $MCD $GE

$1.4B

173 positions

#14First Financial Group CorpActive

Notable overlap · 6 shared positions

$WT $SHW $DIS $HUM $GE $IBM

$122M

80 positions

#15Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SHW $WT $MS

$415M

51 positions

#16Vertex Planning Partners, LLCActive

Notable overlap · 4 shared positions

$WT $OKE $VZ $SHW

$515M

135 positions

#17Legacy Financial Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $MS $GE

$715M

404 positions

#18Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $OKE $TJX

$198M

79 positions

#19CPWA, LLCPassive

Notable overlap · 4 shared positions

$WT $SHW $SLV $MCD

$84M

90 positions

#20Stonebridge Financial Group, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $OKE $MCD

$1.2B

262 positions

#21Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $MS $HUM

$90M

65 positions

#22Prism Advisors, Inc.Active

Notable overlap · 4 shared positions

$WT $MS $AGQ $MCD

$375M

75 positions

#23Stenger Family Office, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $GE $AXP $MCD

$566M

117 positions

#24UPTICK PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$WT $MS $HUM $MDLZ

$502M

293 positions

#25Bravias Capital Group, LLCActive

Notable overlap · 5 shared positions

$WT $SLV $SHW $AGQ $VZ

$153M

96 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.