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 Precision Wealth Strategies,

13F Portfolio OverlapQ1 2026Precision Wealth Strategies, portfolio →

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Most similar hedge funds by 13F overlap

Precision Wealth Strategies, LLC is an institutional investor managing $301M across 156 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 Precision Wealth Strategies, are Retireful,, Leeward Financial Partners,, Passumpsic Savings Bank, with shared positions in $MAR, $MU, $SCCO, $WDC, $NEM, $VRT. The full ranking of 25 similar funds is below.

#1Retireful, LLCPassive

Notable overlap · 7 shared positions

$MAR $MU $SCCO $WDC $NEM $VRT

$71M

84 positions

#2Leeward Financial Partners, LLCPassive

Some overlap · 6 shared positions

$MAR $SNOW $VRT $UNIT $APH $NTRA

$336M

97 positions

#3Passumpsic Savings Bank

Some overlap · 4 shared positions

$GE $MU $LRCX $APH

$183M

90 positions

#4Strengthening Families & Communities, LLCPassive

Some overlap · 4 shared positions

$MAR $LRCX $NEM $SCCO

$401M

589 positions

#5National Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$MAR $SNOW $LRCX $GE $WDC $SCCO

$269M

215 positions

#6NRI Wealth Management LC

Some overlap · 3 shared positions

$MAR $MU $LRCX

$196M

31 positions

#7Enclave Advisors LLCActive

Some overlap · 3 shared positions

$MAR $SNOW $NEM

$729M

132 positions

#8Winslow Capital Management, LLCActive

Some overlap · 5 shared positions

$GE $SNOW $MU $VRT $APH

$25.6B

60 positions

#9THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$GE $MU $VRT $APH

$558M

43 positions

#10DARA CAPITAL US, INC.Passive

Some overlap · 4 shared positions

$GE $MU $LRCX $VRT

$105M

119 positions

#11Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$MU $LRCX $NEM $WDC $VRT $CIEN

$133M

81 positions

#12Western Financial Corp/CAActive

Some overlap · 5 shared positions

$GE $LRCX $MU $WDC $APH

$255M

127 positions

#13Cornerstone Advisory, LLCPassive

Some overlap · 4 shared positions

$MAR $SNOW $JHG $UNIT

$1.1B

262 positions

#14SNOWWATER INVESTMENT PARTNERS, LLCPassive

Some overlap · 3 shared positions

$MAR $LRCX $NEM

$106M

89 positions

#15WESTBOURNE INVESTMENTS, INC.Passive

Some overlap · 3 shared positions

$GE $MU $VRT

$210M

141 positions

#16JM2 Capital Inc.Passive

Some overlap · 3 shared positions

$MAR $MU $APH

$121M

114 positions

#17Marotta Asset ManagementActive

Some overlap · 3 shared positions

$MAR $SNOW $UNIT

$543M

103 positions

#18PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive

Some overlap · 5 shared positions

$JHG $LRCX $GE $MU $VRT

$594M

178 positions

#19Curtis Advisory Group, LLCActive

Some overlap · 4 shared positions

$MAR $JHG $UNIT $EH

$464M

118 positions

#20Beacon Capital Management, Inc.Active

Some overlap · 3 shared positions

$MAR $SNOW $JHG

$1.8B

57 positions

#21Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MAR $SNOW $UNIT

$745M

219 positions

#22CERTUITY, LLCPassive

Some overlap · 3 shared positions

$GE $MU $MAR

$1.5B

659 positions

#23WD RUTHERFORD LLCPassive

Some overlap · 4 shared positions

$GE $SNOW $LRCX $VRT

$225M

71 positions

#24Gunderson Capital Management Inc.Passive

Some overlap · 3 shared positions

$GE $MU $SEI

$239M

46 positions

#25ARS Investment Partners, LLCActive

Some overlap · 5 shared positions

$MU $LRCX $NEM $WDC $VRT

$1.9B

182 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.