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 Wick Partners

13F Portfolio OverlapQ2 2026Wick Partners portfolio →

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Most similar hedge funds by 13F overlap

Wick Capital Partners, LLC is an institutional investor managing $663M across 246 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wick Partners are Bull Harbor, Essential Partners, Caerus Investment Advisors, with shared positions in $WDC, $SNDK, $BMY, $CB, $TER, $ABNB. The full ranking of 25 similar funds is below.

#1Bull Harbor Capital LLCPassive

Some overlap · 11 shared positions

$WDC $SNDK $BMY $CB $TER $ABNB

$513M

552 positions

#2Essential Partners LLCPassive

Some overlap · 11 shared positions

$WDC $BMY $CB $TER $ABNB $PCG

$217M

2,853 positions

#3Caerus Investment Advisors, LLCPassive

Some overlap · 10 shared positions

$WDC $SNDK $BMY $CB $TER $ABNB

$300M

339 positions

#4FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 10 shared positions

$WDC $BMY $LMT $CB $TER $ABNB

$326M

109 positions

#5AQR CAPITAL MANAGEMENT LLCPassive

Some overlap · 11 shared positions

$WDC $BMY $ABNB $PCG $EIX $CB

$286.8B

3,900 positions

#6MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 9 shared positions

$LMT $WDC $BMY $CB $ABNB $PCG

$255M

197 positions

#7Allegiance Financial Group Advisory Services LLCActive

Some overlap · 8 shared positions

$WDC $SNDK $BMY $ABNB $PCG $EIX

$578M

205 positions

#8JACKSON THORNTON WEALTH MANAGEMENT, LLCActive

Some overlap · 8 shared positions

$WDC $BMY $CB $PCG $ABNB $EIX

$1.3B

417 positions

#9True Wealth Design, LLCActive

Some overlap · 9 shared positions

$WDC $BMY $JBHT $EIX $CNC $ABNB

$420M

2,655 positions

#10COGENT STRATEGIC WEALTH LLCActive

Some overlap · 7 shared positions

$WDC $BMY $CB $TER $ABNB $PCG

$105M

58 positions

#11Sivia Capital Partners, LLCPassive

Some overlap · 8 shared positions

$WDC $ABNB $EIX $CNC $SNDK $PCG

$822M

540 positions

#12LifeGoal Investments, LLCActive

Some overlap · 6 shared positions

$WDC $SNDK $TER $ABNB $PCG $CNC

$218M

155 positions

#13Optimize Financial IncPassive

Some overlap · 4 shared positions

$QRVO $WDC $SNDK $TER

$557M

588 positions

#14waypoint wealth counselPassive

Some overlap · 7 shared positions

$SNDK $WDC $PCG $EIX $CB $JBHT

$160M

150 positions

#15NORTHWEST WEALTH MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$WDC $SNDK $BMY $EIX $CB $CNC

$758M

265 positions

#16Capstone Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WDC $ABNB $PCG $EIX $CNC $TJX

$216M

188 positions

#17TWO SIGMA INVESTMENTS, LPPassive

Some overlap · 6 shared positions

$WDC $LMT $BMY $SNDK $TJX $ITW

$138.1B

5,017 positions

#18STANCE CAPITAL LLCPassive

Some overlap · 5 shared positions

$WDC $SNDK $TER $EIX $TJX

$328M

340 positions

#19CMC Financial GroupActive

Slight overlap · 5 shared positions

$WDC $SNDK $EIX $JBHT $TJX

$52M

45 positions

#20Sound Capital Solutions LLCPassive