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 OverlapQ1 2026Wick Partners, portfolio →

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Most similar hedge funds by 13F overlap

Wick Capital Partners, LLC is an institutional investor managing $548M across 224 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 Wick Partners, are Winthrop Partners - WNY,, Catalyst Investment, Compass Ion Advisors,, with shared positions in $DHR, $SSL, $KKR, $CB, $WT, $LMT. The full ranking of 25 similar funds is below.

#1Winthrop Partners - WNY, LLCPassive

Some overlap · 4 shared positions

$DHR $SSL $KKR $CB

$188M

87 positions

#2Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$DHR $WT $LMT $HUM $KKR $MS

$90M

65 positions

#3Compass Ion Advisors, LLCActive

Some overlap · 6 shared positions

$DHR $HUM $KKR $COP $IBIT $MS

$1.0B

279 positions

#4Kastel Capital Advisors, LLCActive

Some overlap · 5 shared positions

$DHR $HUM $KKR $COP $IBIT

$163M

55 positions

#5RPS ADVISORY SOLUTIONS LLCActive

Some overlap · 4 shared positions

$DHR $WT $HUM $MU

$176M

108 positions

#6CATALYST PRIVATE WEALTH, LLCActive

Some overlap · 4 shared positions

$DHR $LMT $HUM $KKR

$185M

76 positions

#7Forum Private Client Group LLCActive

Some overlap · 4 shared positions

$DHR $HUM $KKR $COP

$300M

80 positions

#8Tide Cove Capital Partners LLCSmart money

Some overlap · 4 shared positions

$DHR $HUM $KKR $COP

$147M

13 positions

#9Vantage Financial Partners, LLC

Some overlap · 4 shared positions

$DHR $HUM $COP $MS

$493M

212 positions

#10FORTE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$DHR $RELX $IBIT $MS

$228M

76 positions

#11Meridian Wealth Partners, LLCActive

Some overlap · 3 shared positions

$DHR $MRBK $HUM

$729M

118 positions

#12D.A. DAVIDSON & CO.Passive

Some overlap · 4 shared positions

$DHR $WT $KKR $CB

$16.5B

1,567 positions

#13Solutions 4 Wealth, LtdPassive

Some overlap · 3 shared positions

$DHR $WT $COP

$66M

55 positions

#14CHERRYDALE WEALTH MANAGEMENT, LLCSmart money

Some overlap · 3 shared positions

$DHR $WT $MU

$324M

77 positions

#15Skyline Advisors, Inc.Passive

Some overlap · 3 shared positions

$DHR $WT $MS

$287M

120 positions

#16Patrick Mauro Investment Advisor, INC.Active

Some overlap · 3 shared positions

$DHR $LMT $BMY

$199M

40 positions

#17Spectrum Investment Advisors, Inc.Active

Some overlap · 3 shared positions

$DHR $HUM $KKR

$201M

46 positions

#18Note Advisors, LLCActive

Some overlap · 3 shared positions

$DHR $HUM $MS

$200M

85 positions

#19Beta Wealth Group, Inc.Passive

Some overlap · 3 shared positions

$DHR $HUM $MS

$242M

112 positions

#20Hardy Reed LLCActive

Some overlap · 3 shared positions

$DHR $KKR $COP

$1.4B

243 positions

#21Schubert & CoActive

Some overlap · 3 shared positions

$DHR $KKR $COP

$123M

69 positions

#22FIDUCIARY ADVISORS, INC.Active

Some overlap · 3 shared positions

$DHR $KKR $COP

$133M

121 positions

#23guardian investment managementActive

Some overlap · 3 shared positions

$DHR $KKR $MU

$127M

60 positions

#24Alliance Wealth Advisors, LLC /UTPassive

Some overlap · 3 shared positions

$DHR $KKR $IBIT

$462M

228 positions

#25ARTHUR M. COHEN & ASSOCIATES, LLCActive

Some overlap · 3 shared positions

$DHR $AGQ $KKR

$563M

127 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.