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 Long Run Wealth Advisors,

13F Portfolio OverlapQ4 2025Long Run Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Long Run Wealth Advisors, LLC is an institutional investor managing $531M across 106 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Long Run Wealth Advisors, are Catalyst Investment, Financially in Tune,, Talisman Wealth Advisors, with shared positions in $KKR, $WT, $MS, $BSX, $SE, $NOW. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$KKR $WT $MS $BSX $SE

$90M

65 positions

#2Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $WT $NOW $IBM

$116M

77 positions

#3Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $MS $WFC

$124M

101 positions

#4FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $MS $IBM

$233M

350 positions

#5YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $MS $NOW

$248M

125 positions

#6Causey Wealth LLCPassive

Notable overlap · 4 shared positions

$KKR $WT $IBM $BRZE

$236M

81 positions

#7Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $WT $MS $BRZE

$365M

111 positions

#8Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $WT $TXN $BRZE

$104M

20 positions

#9Bay Capital Advisors, LLCActive

Notable overlap · 4 shared positions

$KKR $WT $MS $RELX

$162M

107 positions

#10truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $WT $MS

$97M

49 positions

#11INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$KKR $WT $TXN $PFE

$803M

181 positions

#12GSG Advisors LLCActive

Notable overlap · 5 shared positions

$KKR $WT $PANW $MS $BRZE

$385M

137 positions

#13Juno Financial Group LLCActive

Notable overlap · 6 shared positions

$KKR $PANW $PM $GLW $BRZE $SE

$255M

70 positions

#14Milestone Investment Advisors LLCActive

Notable overlap · 5 shared positions

$KKR $WT $NOW $BRZE $TXN

$414M

139 positions

#15Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$KKR $BSX $MS $SE

$358M

716 positions

#16HCR Wealth AdvisorsActive

Notable overlap · 4 shared positions

$KKR $PANW $MS $AME

$964M

241 positions

#17MidAtlantic Capital Management, Inc.Passive

Some overlap · 3 shared positions

$KKR $WT $MS

$145M

84 positions

#18FFG RETIREMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$KKR $WT $SE

$172M

43 positions

#19Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$KKR $CB $WT $MS $T $PM

$123M

111 positions

#20HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$KKR $WT $BRZE

$238M

142 positions

#21Operose Advisors LLCActive

Some overlap · 6 shared positions

$KKR $MS $WT $IBM $T $PFE

$431M

593 positions

#22Hyposwiss Advisors SAPassive

Some overlap · 3 shared positions

$KKR $WT $BRZE

$101M

112 positions

#23Berkeley Capital Partners, LLCActive

Some overlap · 4 shared positions

$KKR $CB $PFE $PM

$431M

184 positions

#24Western Pacific Wealth Management, LPActive

Some overlap · 4 shared positions

$KKR $WFC $PANW $BRZE

$98M

197 positions

#25Measured Wealth Private Client Group, LLCPassive

Some overlap · 3 shared positions

$KKR $MS $UPS

$366M

726 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.