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 MOTIVE WEALTH ADVISORS

13F Portfolio OverlapQ1 2026MOTIVE WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MOTIVE WEALTH ADVISORS is an institutional investor managing $213M across 92 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 MOTIVE WEALTH ADVISORS are Firestone, ASPIRIANT,, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $HUM, $DDOG, $EPAM, $MCD, $PLTR, $IBM. The full ranking of 25 similar funds is below.

#1Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $DDOG $EPAM

$480M

160 positions

#2ASPIRIANT, LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $EPAM

$3.5B

338 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $MCD

$350M

95 positions

#4RIVER'S EDGE WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $PLTR

$107M

46 positions

#5Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $MCD

$341M

64 positions

#6Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $MCD

$302M

51 positions

#7HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $EPAM $DDOG $PLTR

$246M

118 positions

#8WEST PACES ADVISORS INC.Active

Notable overlap · 3 shared positions

$HUM $EPAM $MCD

$516M

197 positions

#9KilterHowling LLCSmart money

Notable overlap · 3 shared positions

$HUM $EPAM $IBM

$198M

49 positions

#10ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$HUM $DDOG $PLTR

$753M

159 positions

#11Mosaic Advisors LLCPassive

Notable overlap · 3 shared positions

$HUM $EPAM $AMD

$67M

42 positions

#12Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $DDOG $PLTR

$745M

219 positions

#13Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $DDOG $IBM

$476M

199 positions

#14SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $MCD $PLTR $GE $MU $AMD

$272M

554 positions

#15Stokes Family Office, LLCPassive

Notable overlap · 3 shared positions

$HUM $DDOG $LRCX

$969M

276 positions

#16PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $DDOG $MCD

$198M

106 positions

#17Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $MCD $IBM $PLTR

$251M

83 positions

#18Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $DDOG $PLTR

$729M

132 positions

#19Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $EPAM $IBM

$945M

412 positions

#20Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AMD $GE

$116M

80 positions

#21Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $GE $NOW

$187M

121 positions

#22Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $AMD $PLTR

$732M

125 positions

#23Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $AMD $PLTR

$98M

197 positions

#24White Wing Wealth ManagementSmart money

Notable overlap · 3 shared positions

$HUM $AMD $PLTR

$167M

37 positions

#25MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$HUM $GE $IBM

$824M

231 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.