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 WFA of San Diego

13F Portfolio OverlapQ2 2026WFA of San Diego portfolio →

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Most similar hedge funds by 13F overlap

WFA of San Diego, LLC is an institutional investor managing $122M across 94 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WFA of San Diego are My Portfolio Guide, MATRIX ASSET ADVISORS, Parcion Private Wealth, with shared positions in $GLDM, $QCOM, $LMT, $BNY, $AMGN, $WFC. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLC

Some overlap · 3 shared positions

$GLDM $QCOM $LMT

$181M

166 positions

#2MATRIX ASSET ADVISORS INC/NYActive

Some overlap · 5 shared positions

$QCOM $BNY $AMGN $LMT $WFC

$1.2B

106 positions

#3Parcion Private Wealth LLCPassive

Some overlap · 4 shared positions

$GLDM $STT $AMGN $IAU

$1.8B

529 positions

#4ELEMENT POINTE ADVISORS, LLCSmart money

Some overlap · 3 shared positions

$GLDM $BNY $STT

$621M

90 positions

#5American Investment Services, Inc.Active

Some overlap · 4 shared positions

$GLDM $AMGN $IAU $O

$473M

133 positions

#6Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$GLDM $STT $IAU $BA

$251M

74 positions

#7Cedar Point Capital Partners, LLCActive

Some overlap · 4 shared positions

$GLDM $STT $BA $WFC

$174M

77 positions

#8Bangor Savings BankActive

Some overlap · 5 shared positions

$GLDM $QCOM $AMGN $BA $C

$1.4B

543 positions

#9Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $QCOM $WFC

$414M

74 positions

#10RETIREMENT INCOME SOLUTIONS, INCSmart money

Some overlap · 4 shared positions

$GLDM $STT $IAU $AMGN

$581M

172 positions

#11Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$BNY $AMGN $QCOM $STT $WFC

$108M

52 positions

#12January Capital Advisors LLCActive

Some overlap · 3 shared positions

$GLDM $AMGN $IAU

$120M

55 positions

#13BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 5 shared positions

$BNY $QCOM $AMGN $O $LMT

$404M

99 positions

#14RCW Management, LLCActive

Some overlap · 3 shared positions

$GLDM $STT $IAU

$112M

68 positions

#15Hudson Oak Wealth Advisory LLCActive

Some overlap · 3 shared positions

$GLDM $STT $IAU

$130M

52 positions

#16Upper Left Wealth Management, LLCActive

Some overlap · 3 shared positions

$GLDM $STT $IAU

$180M

73 positions

#17Walkner Condon Financial Advisors LLCPassive

Some overlap · 3 shared positions

$GLDM $STT $IAU

$871M

344 positions

#18American National Bank of TexasActive

Some overlap · 3 shared positions

$GLDM $STT $AMGN

$110M

56 positions

#19Gradient Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$GLDM $BNY $AMGN $STT $QCOM $LMT

$432M

179 positions

#20KWB WealthActive

Some overlap · 4 shared positions

$GLDM $STT $BA $WFC

$1.2B

169 positions

#21Copia Wealth ManagementPassive

Some overlap · 4 shared positions

$GLDM $STT $IAU $AMGN

$166M

570 positions

#22SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$GLDM $STT $C

$5.6B

669 positions

#23Cassaday & Co Wealth Management LLCSmart money

Some overlap · 3 shared positions

$GLDM $STT $LMT

$5.3B

1,313 positions

#24Sankala Group LLCPassive

Some overlap · 3 shared positions

$GLDM $NVO $IAU

$150M

631 positions

#25Collaborative Wealth Managment Inc.Active

Some overlap · 3 shared positions

$GLDM $STT $QCOM

$238M

170 positions

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View WFA of San Diego’s holdings

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.