What hedge funds are most similar to SK Wealth Management, LLC?

The funds with the most similar 13F portfolios to SK Wealth Management, LLC are RVW Wealth,, MOR Wealth ,, Freedom Investment ,, based on overlapping conviction holdings in the latest SEC filings.

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 SK Wealth ,

13F Portfolio OverlapQ1 2026SK Wealth , portfolio →

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Most similar hedge funds by 13F overlap

SK Wealth Management, LLC is an institutional investor managing $360M across 77 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 SK Wealth , are RVW Wealth,, MOR Wealth ,, Freedom Investment ,, with shared positions in $WT, $MDY, $NU, $TECK, $MAR, $MUFG. The full ranking of 25 similar funds is below.

#1RVW Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $MDY $NU

$1.3B

176 positions

#2MOR Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$WT $TECK $MAR

$218M

103 positions

#3Freedom Investment Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $NU $MUFG

$337M

106 positions

#4Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $BAH

$3.2B

481 positions

#5Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $MUFG

$293M

107 positions

#6Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $ORLY $LRCX

$132M

378 positions

#7Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $MDY $MAR $LRCX

$736M

187 positions

#8Goldenstone Wealth Management LLCActive

Notable overlap · 3 shared positions

$WT $CSX $LRCX

$137M

89 positions

#9Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $CSX $LRCX

$462M

53 positions

#10CLG LLCActive

Notable overlap · 4 shared positions

$WT $BAH $LRCX $HON

$403M

134 positions

#11Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $MAR $HON

$1.2B

521 positions

#12Vertex Planning Partners, LLCActive

Notable overlap · 3 shared positions

$WT $MDY $MAR

$515M

135 positions

#13Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $HON

$170M

48 positions

#14Granite Bay Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $MDY $VRTX

$470M

94 positions

#15BLUELINE ADVISORS LLCActive

Notable overlap · 4 shared positions

$WT $TECK $MDY $NU

$129M

217 positions

#16Rare Wolf Capital LLCPassive

Notable overlap · 3 shared positions

$WT $VRTX $LRCX

$154M

127 positions

#17United Advisor Group, LLCPassive

Notable overlap · 3 shared positions

$WT $CNS $BAH

$811M

508 positions

#18FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $BAH

$233M

350 positions

#19Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $MDY $CSX

$108M

77 positions

#20Frontier Asset Management, LLCActive

Notable overlap · 3 shared positions

$TECK $BAH $WT

$477M

91 positions

#21Glen Eagle Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $MDY $LRCX

$714M

1,021 positions

#22Shore Point Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $TECK $MAR

$253M

76 positions

#23ORBA Wealth Advisors, L.L.C.Passive

Notable overlap · 5 shared positions

$WT $BAH $MDY $MAR $LRCX

$84M

65 positions

#24SFM, LLCActive

Notable overlap · 4 shared positions

$WT $BAH $MDY $MAR

$165M

63 positions

#25PRECEDENT WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $MDY $LRCX

$500M

166 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.