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 Wealth Dimensions Group, Ltd.

13F Portfolio OverlapQ1 2026Wealth Dimensions Group, Ltd. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wealth Dimensions Group, Ltd. is an institutional investor managing $508M across 170 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 Wealth Dimensions Group, Ltd. are Arlington, Vernal Point Advisors,, Chemistry Wealth, with shared positions in $UPST, $KKR, $IAU, $HUM, $SCHW, $MCD. The full ranking of 25 similar funds is below.

#1Arlington Trust Co LLCActive

Substantial overlap · 4 shared positions

$UPST $KKR $IAU $HUM

$1.1B

844 positions

#2Vernal Point Advisors, LLCSmart money

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$246M

21 positions

#3Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$569M

204 positions

#4Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $IAU $SCHW

$184M

56 positions

#5GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $IAU $HUM $SCHW

$162M

51 positions

#6Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$UPST $KKR $MCD $HUM

$453M

103 positions

#7MAYPORT, LLCActive

Notable overlap · 4 shared positions

$UPST $KKR $HUM $SCHW

$538M

130 positions

#8INSIGHT 2811, INC.Active

Notable overlap · 3 shared positions

$UPST $CTVA $SCHW

$239M

101 positions

#9Drum Hill Capital, LLCActive

Notable overlap · 3 shared positions

$UPST $GE $GEV

$109M

46 positions

#10PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 5 shared positions

$UPST $SCHW $GE $GEV $HUM

$567M

75 positions

#11Causey Wealth LLCPassive

Notable overlap · 5 shared positions

$UPST $KKR $SCHW $AMGN $HUM

$236M

81 positions

#12Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$UPST $CTVA $MCD

$434M

49 positions

#13Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $DUK

$149M

51 positions

#14Strata Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $SCHW $MCD

$365M

87 positions

#15Morling Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $SCHW

$325M

108 positions

#16Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $KKR $HUM

$101M

40 positions

#17Orgel Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UPST $HUM $CTAS

$4.6B

95 positions

#18ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$UPST $GE $HUM $SCHW

$153M

46 positions

#19ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 3 shared positions

$UPST $CTVA $SCHW

$370M

119 positions

#20Oak Harvest Investment ServicesPassive

Notable overlap · 7 shared positions

$UPST $KKR $DUK $MCD $AMGN $HUM

$958M

176 positions

#21Miller Investment Management, LPSmart money

Notable overlap · 3 shared positions

$UPST $HUM $AMGN

$1.0B

86 positions

#22Level Financial AdvisorsActive

Notable overlap · 4 shared positions

$UPST $HUM $SCHW $GE

$392M

92 positions

#23Wealth Care LLCActive

Notable overlap · 4 shared positions

$KKR $IAU $CTVA $HUM

$113M

67 positions

#24ROGCO, LPActive

Notable overlap · 3 shared positions

$UPST $IAU $MCD

$300M

205 positions

#25Ariston Services GroupActive

Notable overlap · 4 shared positions

$KKR $IAU $HUM $SCHW

$167M

71 positions

Compare Wealth Dimensions Group, Ltd.’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 Wealth Dimensions Group, Ltd.’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.