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 Systelligence,

13F Portfolio OverlapQ1 2026Systelligence, portfolio →

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Most similar hedge funds by 13F overlap

Systelligence, LLC is an institutional investor managing $599M across 62 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 Systelligence, are Catalyst Investment, MOULTON WEALTH ,, Etesian Wealth Advisors,, with shared positions in $WT, $DOV, $MS, $IAU, $USB, $SAN. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Substantial overlap · 4 shared positions

$WT $DOV $MS $IAU

$90M

65 positions

#2MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 5 shared positions

$WT $USB $SAN $GSAT $IAU

$147M

52 positions

#3Etesian Wealth Advisors, Inc.Passive

Substantial overlap · 4 shared positions

$WT $SNOW $XYZ $DOV

$313M

138 positions

#4BIP Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $DOV $USB

$2.5B

453 positions

#5Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 4 shared positions

$WT $IAU $DOV $FSCO

$132M

80 positions

#6Bonfire FinancialActive

Substantial overlap · 3 shared positions

$WT $MS $MAR

$133M

57 positions

#7Lauer Wealth, LLCActive

Substantial overlap · 4 shared positions

$WT $USB $MAR $YMM

$126M

67 positions

#8Morton Capital Management LLC/CASmart money

Substantial overlap · 3 shared positions

$WT $IAU $USB

$672M

139 positions

#9MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 4 shared positions

$WT $USB $IAU $SIVR

$1.3B

143 positions

#10IAM Advisory, LLCActive

Substantial overlap · 3 shared positions

$WT $USB $GSAT

$446M

95 positions

#11Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$WT $IAU $USB

$125M

29 positions

#12CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 5 shared positions

$WT $IAU $MAR $SAN $USB

$149M

96 positions

#13TopTier Wealth Management, LLCPassive

Substantial overlap · 4 shared positions

$WT $IAU $SNOW $MS

$163M

795 positions

#14SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $DOV $XYZ

$1.0B

415 positions

#15Fortune Financial Group, Inc.Active

Notable overlap · 4 shared positions

$WT $GSAT $USB $SIVR

$111M

84 positions

#16Lunt Capital Management, Inc.Active

Notable overlap · 5 shared positions

$WT $XYZ $MAR $USB $GSAT

$260M

97 positions

#17Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $SNOW $MS

$3.2B

481 positions

#18Global View Capital Management LLCActive

Notable overlap · 4 shared positions

$WT $USB $SIVR $SAN

$377M

140 positions

#19Clearwater Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $USB $GSAT $SNOW

$1.2B

177 positions

#20Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $USB

$219M

145 positions

#21Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $GSAT $SNOW

$491M

147 positions

#22Madrid Financial ServicesActive

Notable overlap · 3 shared positions

$WT $USB $GSAT

$169M

26 positions

#23Williams Financial, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $USB

$172M

25 positions

#24Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 4 shared positions

$WT $XYZ $USB $SNOW

$2.1B

372 positions

#25Hamilton Capital, LLCSmart money

Notable overlap · 3 shared positions

$WT $IAU $MS

$1.9B

152 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.