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 Prentice Wealth

13F Portfolio OverlapQ1 2026Prentice Wealth portfolio →

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Most similar hedge funds by 13F overlap

Prentice Wealth Management LLC is an institutional investor managing $484M across 126 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 Prentice Wealth are Intelligent Financial Strategies, Long Island Wealth ,, Alta Advisers Ltd, with shared positions in $DOV, $HUM, $MCD, $KO, $IBM, $GE. The full ranking of 25 similar funds is below.

#1Intelligent Financial StrategiesSmart money

Notable overlap · 4 shared positions

$DOV $HUM $MCD $KO

$192M

62 positions

#2Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$DOV $HUM $IBM

$216M

89 positions

#3Alta Advisers LtdActive

Notable overlap · 4 shared positions

$DOV $GE $BAC $KO

$276M

206 positions

#4Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $IBM $MCD

$281M

63 positions

#5BRANDYWINE TRUST COSmart money

Notable overlap · 5 shared positions

$DOV $GE $KO $NEE $BAC

$552M

31 positions

#6GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $NEE $IBM

$220M

30 positions

#7HFM Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $IBM $GE

$260M

1,210 positions

#8HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $MCD $KO

$187M

72 positions

#9American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $KO $MCD

$105M

57 positions

#10Merited Wealth, LLCPassive

Notable overlap · 3 shared positions

$DOV $AMP $UNH

$121M

79 positions

#11Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$DOV $HUM $BAC $KO

$90M

65 positions

#12Rakuten Investment Management, Inc.Smart money

Notable overlap · 3 shared positions

$DOV $KO $GE

$49.2B

464 positions

#13Cogent Private Wealth, Inc.Passive

Notable overlap · 3 shared positions

$DOV $GE $BAC

$139M

98 positions

#14Lanham O'Dell & Company, Inc.

Some overlap · 3 shared positions

$DOV $IBM $UNH

$347M

40 positions

#15PLANNING DIRECTIONS INCActive

Some overlap · 3 shared positions

$DOV $HUM $MCD

$198M

106 positions

#16LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive

Some overlap · 4 shared positions

$DOV $IBM $BAC $KO

$2.7B

111 positions

#17Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$HUM $DOV $NEE

$1.1B

244 positions

#18TSG Advice Partners, LLCActive

Some overlap · 3 shared positions

$DOV $MCD $IBM

$667M

135 positions

#19Aspen Grove Capital, LLCPassive

Some overlap · 4 shared positions

$HUM $DOV $IBM $BAC

$514M

200 positions

#20LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DOV $HUM $BAC

$595M

360 positions

#21SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 4 shared positions

$HUM $DOV $IBM $KO

$222M

135 positions

#22WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive

Some overlap · 4 shared positions

$HUM $DOV $NEE $KO

$355M

156 positions

#23STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$HUM $DOV $NEE $BAC $UNH

$547M

180 positions

#24Creekside PartnersPassive

Some overlap · 4 shared positions

$HUM $DOV $IBM $MCD

$243M

183 positions

#25AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$DOV $NEE $GE

$710M

221 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.