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 FIRETHORN WEALTH PARTNERS,

13F Portfolio OverlapQ1 2026FIRETHORN WEALTH PARTNERS, portfolio →

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Most similar hedge funds by 13F overlap

FIRETHORN WEALTH PARTNERS, LLC is an institutional investor managing $310M across 200 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 FIRETHORN WEALTH PARTNERS, are Ridgeline Wealth,, Dynamic Financial Group, PFS Partners,, with shared positions in $JHG, $MDLZ, $SO, $IAU, $SE, $HON. The full ranking of 25 similar funds is below.

#1Ridgeline Wealth, LLCActive

Notable overlap · 3 shared positions

$JHG $MDLZ $SO

$140M

52 positions

#2Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $IAU $SE

$122M

69 positions

#3PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $HON $CB

$218M

590 positions

#4Sage Mountain Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $DDOG $IAU

$1.4B

281 positions

#5Grant Street Asset Management, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $IAU $LEN

$519M

96 positions

#6Rise Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $BAC $SO

$284M

94 positions

#7HIGHLINE WEALTH PARTNERS LLCPassive

Notable overlap · 4 shared positions

$JHG $SE $IAU $DDOG

$392M

1,298 positions

#8EPIQ PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$JHG $LEN $DDOG $BAC $CB

$214M

83 positions

#9Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $IAU $BAC

$482M

135 positions

#10Clearview Wealth Advisors LLC

Notable overlap · 4 shared positions

$JHG $BAC $HON $CB

$158M

103 positions

#11Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $DDOG

$150M

134 positions

#12NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $IAU $LEN

$777M

112 positions

#13Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $CSX $IAU

$462M

53 positions

#14Trail Ridge Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $MDLZ $CB

$230M

99 positions

#15Generation Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $IAU $BAC

$137M

74 positions

#16PARTNERS WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$JHG $CSX $SO

$97M

109 positions

#17CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$JHG $DDOG $SE

$648M

134 positions

#18Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $IAU $DDOG

$478M

42 positions

#19AllGen Financial Advisors, Inc.

Notable overlap · 3 shared positions

$JHG $IAU $SO

$422M

40 positions

#20Modern Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $SE $IAU $HON

$5.8B

877 positions

#21Advisory Resource GroupPassive

Some overlap · 3 shared positions

$JHG $AFL $HON

$581M

172 positions

#22Stirlingshire Investments, Inc.Passive

Some overlap · 3 shared positions

$JHG $LEN $DDOG

$114M

196 positions

#23INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 4 shared positions

$JHG $EIX $BAC $SE

$168M

73 positions

#24VIAWEALTH, LLCPassive

Some overlap · 3 shared positions

$JHG $BAC $HON

$180M

159 positions

#25Ergawealth Advisors, Inc.Smart money

Some overlap · 3 shared positions

$JHG $IAU $BAC

$226M

55 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.