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 Phoenix Wealth Advisors

13F Portfolio OverlapQ1 2026Phoenix Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Phoenix Wealth Advisors is an institutional investor managing $253M across 126 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 Phoenix Wealth Advisors are Comprehensive Financial Consultants Institutional,, HARRELL INVESTMENT PARTNERS,, Winthrop Partners - WNY,, with shared positions in $MPC, $ETN, $ADI, $CME, $MSI, $CB. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 15 shared positions

$MPC $ETN $ADI $CME $MSI $CB

$337M

193 positions

#2HARRELL INVESTMENT PARTNERS, LLCPassive

Substantial overlap · 16 shared positions

$ETN $ADI $MPC $CME $MSI $CB

$419M

144 positions

#3Winthrop Partners - WNY, LLCPassive

Notable overlap · 14 shared positions

$ETN $ADI $CME $MPC $MSI $CB

$188M

87 positions

#4Scissortail Wealth Management, LLCPassive

Notable overlap · 15 shared positions

$MPC $CME $ADI $CB $ETN $MSI

$498M

115 positions

#5Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

$ETN $MPC $CME $MSI $DRI $CB

$601M

149 positions

#6Tulsa Wealth Advisors, INCActive

Notable overlap · 17 shared positions

$ETN $MPC $MSI $ADI $CME $CB

$570M

150 positions

#7Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$ETN $MPC $CME $CB $JCI $VZ

$208M

58 positions

#8Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 14 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#9CrossGen Wealth, LLCPassive

Notable overlap · 8 shared positions

$ETN $MPC $CME $MSI $CB $JCI

$114M

200 positions

#10Bowman & Co S.C.

Notable overlap · 10 shared positions

$ETN $MSI $ADI $CB $CME $MPC

$237M

118 positions

#11BlueStem Wealth Partners, LLCActive

Notable overlap · 5 shared positions

$SE $GMM $OKE $FAST $WFC

$900M

124 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$OKE $CME $VZ $UNP $CMI $ETR

$220M

148 positions

#13TMB Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$MSI $ADI $ETN $MPC $ETR $JCI

$297M

176 positions

#14Invera Wealth Advisors, LLCPassive

Notable overlap · 10 shared positions

$JCI $CMI $ETN $MPC $CB $CME

$156M

98 positions

#15Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$ETN $CME $MSI $CB $JCI $UNP

$1.1B

944 positions

#16CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 7 shared positions

$ETN $ADI $JCI $WFC $CMI $UNP

$758M

179 positions

#17CUTLER INVESTMENT COUNSEL LLCActive

Notable overlap · 4 shared positions

$SE $GMM $VZ $NEE

$971M

146 positions

#18Arrow Capital Pty LtdActive

Notable overlap · 3 shared positions

$SE $MPC $ETR

$100M

17 positions

#19CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 13 shared positions

$OKE $MPC $JCI $VZ $APD $CB

$914M

270 positions

#20Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$ADI $ETN $CB $MPC $JCI $VZ

$202M

157 positions

#21SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Notable overlap · 4 shared positions

$SE $ADI $UNP $NEE

$595M

212 positions

#22Coign Capital Advisors LLCActive

Notable overlap · 4 shared positions

$SE $ADI $CB $GMM

$190M

80 positions

#23Cornerstone National Bank & Trust CoPassive

Some overlap · 3 shared positions

$SE $ADI $JCI

$271M

209 positions

#24VISTA INVESTMENT PARTNERS LLCPassive

Some overlap · 5 shared positions

$OKE $JCI $CB $VZ $DRI

$378M

169 positions

#25Shoker Investment Counsel, Inc.Active

Some overlap · 4 shared positions

$SE $MPC $ADI $UNP

$337M

109 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.