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 Lauer Wealth,

13F Portfolio OverlapQ1 2026Lauer Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Lauer Wealth, LLC is an institutional investor managing $167M across 75 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 Lauer Wealth, are Broussard Financial Group, Gaddis Premier Wealth Advisors, COLUMBIA ADVISORY PARTNERS, with shared positions in $WT, $IBIT, $UPST, $USB, $SLV, $COP. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive

Substantial overlap · 5 shared positions

$WT $IBIT $UPST $USB $SLV

$125M

29 positions

#2Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $COP $PLTR

$136M

85 positions

#3COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $COP $MU

$157M

92 positions

#4SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Substantial overlap · 3 shared positions

$WT $MSTR $AMD

$139M

37 positions

#5TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $UNH $SLV

$163M

795 positions

#6Team Financial Group, LLCActive

Substantial overlap · 5 shared positions

$WT $COP $PLTR $UNH $IBIT

$220M

273 positions

#7RESOLUTE CAPITAL, LLCActive

Substantial overlap · 3 shared positions

$WT $MAR $SLV

$247M

57 positions

#8Global View Capital Management LLCActive

Substantial overlap · 7 shared positions

$WT $USB $AGQ $SLV $ARKO $VZ

$377M

140 positions

#9MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 4 shared positions

$WT $USB $AGQ $SLV

$147M

52 positions

#10IAM Advisory, LLCActive

Substantial overlap · 5 shared positions

$WT $USB $AMD $PLTR $AGQ

$446M

95 positions

#11MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 3 shared positions

$WT $COP $MAR

$240M

234 positions

#12Lunt Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $MAR $USB

$260M

97 positions

#13ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $PLTR $COP

$235M

78 positions

#14Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $AGQ $SLV

$132M

80 positions

#15Exit Wealth Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $IBIT $SLV

$195M

131 positions

#16Fiduciary Planning LLCActive

Substantial overlap · 7 shared positions

$WT $PLTR $YMM $MU $EOSE $IBIT

$331M

76 positions

#17Retirement Planning Group, LLCActive

Substantial overlap · 3 shared positions

$WT $UPST $MAR

$3.2B

481 positions

#18Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 6 shared positions

$WT $MAR $AGQ $PLTR $USB $MU

$219M

145 positions

#19Wealthcare Capital Partners, LLCActive

Substantial overlap · 5 shared positions

$WT $AGQ $COP $UNH $SLV

$213M

153 positions

#20Quattro Advisors LLCActive

Substantial overlap · 4 shared positions

$WT $PLTR $IBIT $AMD

$115M

51 positions

#21INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $MU $AMD

$252M

89 positions

#22tru Independence LLCPassive

Substantial overlap · 3 shared positions

$WT $MAR $AGQ

$202M

102 positions

#23Systelligence, LLCPassive

Substantial overlap · 4 shared positions

$WT $USB $MAR $YMM

$514M

56 positions

#24Fortune Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$WT $USB $AGQ

$111M

84 positions

#25Encompass More Asset ManagementPassive

Substantial overlap · 7 shared positions

$WT $IBIT $AGQ $USB $PLTR $MU

$597M

251 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.