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 CORRECT WEALTH

13F Portfolio OverlapQ1 2026CORRECT WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CORRECT CAPITAL WEALTH MANAGEMENT is an institutional investor managing $536M across 109 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 CORRECT WEALTH are Pine Harbor Wealth ,, Alliance Wealth Advisors,, HMV Wealth Advisors,, with shared positions in $AMN, $OKE, $MS, $KO, $CRM, $SCHW. The full ranking of 25 similar funds is below.

#1Pine Harbor Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $OKE $MS $KO

$334M

102 positions

#2Alliance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $MS $CRM $OKE

$228M

158 positions

#3HMV Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$AMN $SCHW $UNP $KO

$213M

81 positions

#4Plancorp, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $EMR

$3.5B

378 positions

#5ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 4 shared positions

$AMN $SCHW $KO $MS

$158M

125 positions

#6CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $UNP

$293M

1,255 positions

#7Flagstone Financial ManagementSmart money

Notable overlap · 4 shared positions

$AMN $SCHW $UNP $ETN

$403M

71 positions

#8Beta Wealth Group, Inc.Passive

Notable overlap · 3 shared positions

$AMN $MS $EMR

$242M

112 positions

#9RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$AMN $MS $SCHW

$296M

80 positions

#10Valued Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $MS $SCHW $UNP $WM

$247M

751 positions

#11Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $OKE $SCHW

$233M

676 positions

#12Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$AMN $UNP $MS

$143M

395 positions

#13Invariant Investment ManagementActive

Notable overlap · 3 shared positions

$AMN $DPZ $NTAP

$162M

70 positions

#14Bare Financial Services, IncPassive

Notable overlap · 3 shared positions

$AMN $CRM $SCHW

$378M

1,730 positions

#15SFG Wealth Management, LLC.Active

Notable overlap · 3 shared positions

$AMN $CRM $RBLX

$243M

100 positions

#16Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $OKE $SCHW

$1.5B

686 positions

#17ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $ETN $SCHW

$288M

71 positions

#18Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $RBLX

$503M

198 positions

#19ORRSTOWN FINANCIAL SERVICES INCActive

Notable overlap · 3 shared positions

$AMN $UNP $ETN

$597M

117 positions

#20Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $MS $KO

$331M

134 positions

#21RW Investment Management LLCActive

Notable overlap · 4 shared positions

$AMN $ETN $MS $SCHW

$1.0B

113 positions

#22Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$AMN $SCHW $KO

$931M

518 positions

#23Truepoint, Inc.Active

Notable overlap · 3 shared positions

$AMN $SCHW $EMR

$4.5B

148 positions

#24Argent Advisors, Inc.Passive

Notable overlap · 3 shared positions

$AMN $MS $KO

$366M

173 positions

#25ARQ WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$AMN $MS $WM $SCHW

$555M

191 positions

Compare CORRECT WEALTH’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 CORRECT WEALTH’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.