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 Ignite Planners,

13F Portfolio OverlapQ1 2026Ignite Planners, portfolio →

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Most similar hedge funds by 13F overlap

Ignite Planners, LLC is an institutional investor managing $648M across 393 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 Ignite Planners, are Cadent Advisors,, WealthCare Investment Partners,, ADAMSBROWN WEALTH CONSULTANTS, with shared positions in $SAN, $XYZ, $OKE, $SLV, $MAR, $WT. The full ranking of 25 similar funds is below.

#1Cadent Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$SAN $XYZ $OKE $SLV $MAR

$386M

187 positions

#2WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$SAN $SLV $WT $MAR $SHW $T

$360M

191 positions

#3ADAMSBROWN WEALTH CONSULTANTS LLCActive

Some overlap · 5 shared positions

$XYZ $OKE $WT $SLV $BA

$378M

138 positions

#4Systelligence, LLCPassive

Some overlap · 4 shared positions

$SAN $XYZ $WT $MAR

$514M

56 positions

#5Beckerman Institutional, LLCPassive

Some overlap · 4 shared positions

$SAN $OKE $WT $MAR

$188M

121 positions

#6Horizon Wealth Management, LLCPassive

Some overlap · 6 shared positions

$OKE $WT $SLV $SHW $BA $T

$682M

137 positions

#7CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 5 shared positions

$MAR $WT $SAN $SLV $SHW

$149M

96 positions

#8Certified Advisory CorpPassive

Some overlap · 4 shared positions

$XYZ $MAR $SLV $SAN

$1.1B

318 positions

#9Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 3 shared positions

$SAN $MAR $WT

$153M

344 positions

#10PACIFIC SUN FINANCIAL CORPPassive

Some overlap · 4 shared positions

$MAR $SAN $WT $SLV

$206M

201 positions

#11Ameritas Advisory Services, LLCPassive

Some overlap · 4 shared positions

$OKE $MAR $WT $SHW

$2.6B

1,075 positions

#12Nova Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SAN $MAR $WT $SLV

$154M

545 positions

#13Chicago Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$SAN $MAR $SLV

$251M

59 positions

#14HRC WEALTH MANAGEMENT, LLCSmart money

Some overlap · 4 shared positions

$MAR $SAN $SLV $BA

$212M

59 positions

#15JBR Co Financial Management IncActive

Some overlap · 4 shared positions

$SAN $MAR $OKE $O

$239M

120 positions

#16Royal Fund Management, LLCPassive

Some overlap · 4 shared positions

$SAN $MAR $OKE $T

$1.1B

297 positions

#17Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$XYZ $OKE $WT

$930M

373 positions

#18Interactive Financial AdvisorsActive

Some overlap · 4 shared positions

$SAN $WT $SHW $SLV

$153M

78 positions

#19WNY Asset Management, LLCPassive

Some overlap · 4 shared positions

$SAN $SHW $SLV $T

$967M

249 positions

#20TECTONIC ADVISORS LLCActive

Some overlap · 5 shared positions

$OKE $WT $O $T $TSLX

$1.9B

267 positions

#21Bulwark Capital CorpActive

Some overlap · 5 shared positions

$OKE $MAR $WT $SAN $SHW

$162M

100 positions

#22Spectrum Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$XYZ $WT $SLV $MAR

$269M

58 positions

#23Capstone Wealth Management Group LLCPassive

Some overlap · 3 shared positions

$SAN $WT $SLV

$163M

123 positions

#24Odyssey Capital Advisors, Inc.Passive

Some overlap · 3 shared positions

$SAN $MAR $SHW

$112M

97 positions

#25PW Nova Financial Services LLCPassive

Some overlap · 3 shared positions

$SAN $MAR $SHW

$399M

193 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.