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 Safir Wealth Advisors,

13F Portfolio OverlapQ1 2026Safir Wealth Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Safir Wealth Advisors, LLC is an institutional investor managing $154M across 17 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 Safir Wealth Advisors, are Grove Street Fiduciary,, PLANNING DIRECTIONS, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $SNOW, $HUM, $UPST, $MCD. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $UPST

$227M

74 positions

#2PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MCD

$198M

106 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $UPST $SNOW $MCD

$350M

95 positions

#4Cornerstone Financial Management LLCPassive

Notable overlap · 3 shared positions

$HUM $UPST $SNOW

$109M

1,311 positions

#5Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $HUM $UPST

$289M

44 positions

#6Human Investing LLCSmart money

Notable overlap · 4 shared positions

$HUM $SNOW $UPST $MCD

$687M

96 positions

#7Calder Financial LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $SNOW

$101M

40 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $UPST $HUM

$950M

192 positions

#9Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $MCD $UPST

$484M

76 positions

#10Opus Financial Solutions LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $UPST

$106M

103 positions

#11Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$HUM $UPST $SNOW

$228M

60 positions

#12Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MCD

$302M

51 positions

#13Red Mountain Financial, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$106M

79 positions

#14FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$754M

345 positions

#15Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $MCD

$341M

64 positions

#16MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $UPST $MCD

$260M

146 positions

#17Andrews Advisory Associates, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$190M

82 positions

#18Whitegate Investment Counselors, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $UPST

$315M

68 positions

#19Western Reserve Capital Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $HUM $MCD

$122M

50 positions

#20C M BIDWELL & ASSOCIATES LTDPassive

Notable overlap · 3 shared positions

$SNOW $HUM $UPST

$214M

483 positions

#21WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$156M

139 positions

#22American Money Management, LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $MCD

$632M

168 positions

#23Aventus Investment Advisors, Inc.Active

Notable overlap · 3 shared positions

$UPST $SNOW $HUM

$118M

148 positions

#24Jackson, Grant Investment Advisers, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $MCD

$300M

398 positions

#25Planned Solutions, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $MCD

$306M

139 positions

Compare Safir Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Safir Wealth Advisors,’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.