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 Opal Wealth Advisors,

13F Portfolio OverlapQ1 2026Opal Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Opal Wealth Advisors, LLC is an institutional investor managing $442M across 606 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 Opal Wealth Advisors, are Grove Street Fiduciary,, Sentinel Dome Partners,, ASPIRIANT,, with shared positions in $UNIT, $SNOW, $IBM, $PM, $DDOG, $MS. The full ranking of 25 similar funds is below.

#1Grove Street Fiduciary, LLCActive

Substantial overlap · 4 shared positions

$UNIT $SNOW $IBM $PM

$227M

74 positions

#2Sentinel Dome Partners, LLCActive

Substantial overlap · 3 shared positions

$UNIT $SNOW $DDOG

$105M

29 positions

#3ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$UNIT $DDOG $MS

$3.5B

338 positions

#4Oath Planning, LLCActive

Notable overlap · 3 shared positions

$UNIT $IBM $AMN

$113M

69 positions

#5Shakespeare Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $DDOG

$422M

98 positions

#6Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$UNIT $AMN $DDOG

$2.2B

79 positions

#7Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $KO $IBM

$543M

103 positions

#8Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $MS $DDOG

$313M

119 positions

#925 LLCActive

Notable overlap · 3 shared positions

$UNIT $DDOG $AFRM

$324M

69 positions

#10Gladwyn Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$UNIT $KO $VZ

$160M

82 positions

#11Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 4 shared positions

$UNIT $SNOW $TXN $UNH

$111M

63 positions

#12Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$UNIT $MS $PM

$173M

38 positions

#13WALLER FINANCIAL PLANNING GROUP, INCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $PM $KO

$453M

74 positions

#14Rodgers & Associates, LTDActive

Notable overlap · 3 shared positions

$UNIT $SNOW $MS

$982M

101 positions

#15SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$UNIT $SNOW $FSCO $VZ

$152M

119 positions

#16Retirement Investment Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$UNIT $SNOW $DDOG $IBM $TXN

$1.2B

67 positions

#17Veery Capital, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $DDOG

$326M

96 positions

#18Payne Capital Management, LLCActive

Notable overlap · 3 shared positions

$UNIT $MS $PM

$331M

79 positions

#19Abacus Planning Group, Inc.Active

Notable overlap · 4 shared positions

$UNIT $SNOW $KO $AMN

$743M

264 positions

#20Asset Management Group, Inc.Passive

Notable overlap · 3 shared positions

$UNIT $SNOW $DDOG

$619M

138 positions

#21TME FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$UNIT $MS $DDOG $SNOW

$144M

65 positions

#22Grey Fox Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $SNOW $DDOG

$518M

140 positions

#23Whitaker-Myers Wealth Managers, LTD.Active

Notable overlap · 3 shared positions

$UNIT $KO $REGN

$502M

108 positions

#24LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$UNIT $AMN $IBM

$182M

136 positions

#25Plum Street Advisors, LLCActive

Notable overlap · 4 shared positions

$UNIT $SNOW $DDOG $AMN

$289M

98 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.