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 NewEdge Wealth,

13F Portfolio OverlapQ1 2026NewEdge Wealth, portfolio →

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Most similar hedge funds by 13F overlap

NewEdge Wealth, LLC is an institutional investor managing $8.4B across 1,124 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 NewEdge Wealth, are IAM Advisory,, WALLED LAKE PLANNING & WEALTH ,, WIN ADVISORS,, with shared positions in $WT, $NVS, $LMT, $AMGN, $GILD, $VST. The full ranking of 25 similar funds is below.

#1IAM Advisory, LLCActive

Notable overlap · 6 shared positions

$WT $NVS $LMT $AMGN $GILD $VST

$446M

95 positions

#2WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$WT $GILD $NVS $LMT $IBM

$340M

136 positions

#3WIN ADVISORS, INCPassive

Notable overlap · 5 shared positions

$WT $LRCX $FITB $CNQ $LMT

$219M

78 positions

#4Joseph Group Capital ManagementPassive

Some overlap · 4 shared positions

$WT $LRCX $FITB $AMGN

$400M

379 positions

#5Cardinal Point Capital Management, ULCActive

Some overlap · 4 shared positions

$WT $SU $CNQ $IBM

$1.6B

286 positions

#6PRECEDENT WEALTH PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $LRCX $AMGN $LMT

$500M

166 positions

#7MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $UPST $IBM $AMGN

$260M

146 positions

#8Compass Financial Services IncActive

Some overlap · 4 shared positions

$WT $GILD $FITB $WFC

$231M

56 positions

#9Ruggaard & Associates LLCPassive

Some overlap · 4 shared positions

$WT $NVS $SU $CNQ

$252M

122 positions

#10McGuire Investment Group, LLCActive

Some overlap · 4 shared positions

$WT $LRCX $LMT $AMGN

$885M

121 positions

#11Dickmeyer Boyce Financial Management, Inc.Passive

Some overlap · 4 shared positions

$WT $WFC $LMT $AMGN

$170M

125 positions

#12MB, LEVIS & ASSOCIATES, LLCPassive

Some overlap · 5 shared positions

$WT $NVS $AMGN $IBM $LMT

$240M

234 positions

#13Linscomb Wealth, Inc.Active

Some overlap · 4 shared positions

$WT $LRCX $LMT $AMGN

$2.2B

337 positions

#14Retirement Planning Group, LLCActive

Some overlap · 3 shared positions

$WT $UPST $LMT

$3.2B

481 positions

#15Grey Ledge Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $IBM $LMT $AMGN

$443M

239 positions

#16tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $FITB $LMT $WFC

$202M

102 positions

#17Winter & Associates, Inc.Passive

Some overlap · 4 shared positions

$WT $UPST $IBM $LRCX

$114M

84 positions

#18Wright Wealth LLCActive

Some overlap · 3 shared positions

$WT $UPST $IBM

$149M

51 positions

#19Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$WT $IBM $AMGN $LMT

$153M

344 positions

#20Solutions 4 Wealth, LtdPassive

Some overlap · 3 shared positions

$WT $NVS $GILD

$66M

55 positions

#21Charis Legacy Partners, LLCSmart money

Some overlap · 3 shared positions

$WT $KLAC $UPST

$68M

27 positions

#22BEACON FINANCIAL GROUPPassive

Some overlap · 3 shared positions

$WT $WFC $FITB

$1.0B

348 positions

#23Consolidated Planning CorpActive

Some overlap · 3 shared positions

$WT $KLAC $LRCX

$617M

144 positions

#24HC Advisors, LLCActive

Some overlap · 4 shared positions

$WT $FITB $IBM $WFC

$149M

60 positions

#25Del-Sette Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $FITB $IBM

$167M

44 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.