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 Whalen Wealth

13F Portfolio OverlapQ1 2026Whalen Wealth portfolio →

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Most similar hedge funds by 13F overlap

Whalen Wealth Management Inc. is an institutional investor managing $187M across 174 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 Whalen Wealth are Comprehensive Financial Planning, /PA, AssuredPartners Investment Advisors,, Mason & Associates, with shared positions in $JHG, $WT, $PLTR, $MU, $MS, $SNPS. The full ranking of 25 similar funds is below.

#1Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$JHG $WT $PLTR $MU $MS

$144M

387 positions

#2AssuredPartners Investment Advisors, LLCPassive

Some overlap · 7 shared positions

$WT $JHG $SNPS $BAC $MU $LRCX

$919M

402 positions

#3Mason & Associates IncActive

Some overlap · 5 shared positions

$JHG $WT $PLTR $AMD $MS

$516M

160 positions

#4AIFG Consultants Ltd.

Some overlap · 5 shared positions

$JHG $WT $BAC $MU $GEV

$58M

54 positions

#5Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $PLTR $AMD

$136M

108 positions

#6NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $PLTR $AMD $IBIT

$232M

168 positions

#7TOUNJIAN ADVISORY PARTNERS, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $BAC $MU $LRCX $PM

$277M

150 positions

#8AE Wealth Management LLCPassive

Some overlap · 6 shared positions

$JHG $MU $WT $AMD $PLTR $PM

$18.5B

2,591 positions

#9Brown Financial AdvisorsPassive

Some overlap · 5 shared positions

$JHG $UNH $BAC $LRCX $MS

$264M

209 positions

#10Gradient Investments LLCPassive

Some overlap · 5 shared positions

$JHG $UNH $BAC $LRCX $MS

$6.5B

420 positions

#11Vigilare Wealth ManagementActive

Some overlap · 4 shared positions

$JHG $WT $GEV $PLTR

$296M

109 positions

#12MRA Advisory GroupPassive

Some overlap · 4 shared positions

$JHG $SNPS $PLTR $UNH

$245M

142 positions

#13Leo Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $WT $GEV $HLT $MS

$1.4B

452 positions

#14Orion Capital Management LLCPassive

Some overlap · 5 shared positions

$JHG $PLTR $MS $AMD $BAC

$290M

485 positions

#15Z3 Capital Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $PLTR $BAC $MU

$395M

187 positions

#16Bowman & Co S.C.

Some overlap · 4 shared positions

$JHG $WT $GEV $AMD

$237M

118 positions

#17Three Magnolias Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $PLTR

$157M

103 positions

#18Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$JHG $WT $UNH $PM $MS

$477M

70 positions

#19First Financial Group CorpActive

Some overlap · 4 shared positions

$JHG $WT $GEV $LRCX

$122M

80 positions

#20Camelot Portfolios, LLCPassive

Some overlap · 4 shared positions

$JHG $HLT $PLTR $WT

$135M

195 positions

#21Triton Financial Group IncPassive

Some overlap · 4 shared positions

$JHG $PLTR $WT $GEV

$57M

62 positions

#22Generation Capital Management LLCPassive

Some overlap · 5 shared positions

$JHG $BAC $UNH $PM $MU

$137M

74 positions

#23M Wealth Management, LLCActive

Some overlap · 5 shared positions

$JHG $WT $IBIT $AMD $PLTR

$119M

55 positions

#24YARGER WEALTH STRATEGIES, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $MS $MU

$248M

125 positions

#25Magnolia Private Wealth, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $PM $GEV

$150M

134 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.