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 ShoreHaven Wealth Partners,

13F Portfolio OverlapQ1 2026ShoreHaven Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

ShoreHaven Wealth Partners, LLC is an institutional investor managing $318M across 106 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 ShoreHaven Wealth Partners, are Catalyst Investment, Stonebridge Financial Group,, Beacon Harbor Wealth Advisors,, with shared positions in $WT, $IAU, $SE, $RF, $MS, $JHG. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $SE $RF $MS

$90M

65 positions

#2Stonebridge Financial Group, LLCPassive

Notable overlap · 8 shared positions

$WT $IAU $MS $JHG $VRT $DDOG

$1.2B

262 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 9 shared positions

$WT $IAU $VRT $JHG $SE $VZ

$477M

70 positions

#4WESCAP Management Group, Inc.Active

Notable overlap · 6 shared positions

$WT $IAU $SE $GMM $FBTC $GLW

$508M

107 positions

#5Exit Wealth Advisors, LLC.Active

Notable overlap · 5 shared positions

$WT $IAU $BTC $JHG $GLW

$195M

131 positions

#6Fermata Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $MS $JHG $GLDM

$444M

232 positions

#7MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $JHG $VZ

$260M

146 positions

#8Per Stirling Capital Management, LLC.Passive

Notable overlap · 4 shared positions

$WT $JHG $IAU $MS

$905M

310 positions

#9Amplius Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $MDLZ $IAU $MS

$1.2B

175 positions

#10Great Point Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $JHG $FBTC $SE $GMM $BTC

$542M

62 positions

#11Optivise Advisory Services LLCPassive

Notable overlap · 5 shared positions

$WT $MDLZ $JHG $IAU $AZN

$165M

183 positions

#12First Financial Group CorpActive

Notable overlap · 4 shared positions

$WT $IAU $JHG $NEE

$122M

80 positions

#13Alpha Zero LLCActive

Notable overlap · 3 shared positions

$WT $IAU $JHG

$198M

79 positions

#14Avid Wealth Partners LLCActive

Notable overlap · 5 shared positions

$WT $MDLZ $JHG $DDOG $GLDM

$212M

71 positions

#15AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 6 shared positions

$WT $SE $GMM $MDLZ $DDOG $PM

$206M

97 positions

#16UPTICK PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $MS $MDLZ $IAU $GLDM

$502M

293 positions

#17BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $JHG $SE

$129M

217 positions

#18Magnolia Private Wealth, LLCPassive

Notable overlap · 6 shared positions

$WT $JHG $IAU $DDOG $GLDM $PM

$150M

134 positions

#19Roan Capital PartnersPassive

Notable overlap · 5 shared positions

$WT $SE $GMM $DDOG $GLDM

$108M

77 positions

#20Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $IAU $GMM $MAR $NEE $T

$589M

138 positions

#21Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $SE $VRT $GLDM

$692M

146 positions

#22Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $MS $MAR

$514M

56 positions

#23Vantage Point Financial LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $SE $GLDM $NEE

$285M

176 positions

#24Key FInancial IncPassive

Notable overlap · 5 shared positions

$WT $SE $GMM $VZ $MAR

$562M

1,394 positions

#25Clear Creek Financial Management, LLCPassive

Notable overlap · 4 shared positions

$WT $SE $IAU $JHG

$1.3B

608 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.