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 Endowment Wealth ,

13F Portfolio OverlapQ1 2026Endowment Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Endowment Wealth Management, Inc. is an institutional investor managing $226M across 165 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 Endowment Wealth , are Provident Wealth ,, Fermata Advisors,, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $REGN, $MS, $WT, $LAZ, $JHG, $GSAT. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive

Notable overlap · 4 shared positions

$REGN $MS $WT $LAZ

$331M

134 positions

#2Fermata Advisors, LLCPassive

Notable overlap · 7 shared positions

$REGN $WT $MS $JHG $GSAT $ALPS

$444M

232 positions

#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 4 shared positions

$REGN $WT $SE $SCHW

$206M

97 positions

#4Presidio Capital Management, LLCActive

Notable overlap · 6 shared positions

$REGN $MS $GSAT $JHG $PH $IAU

$344M

79 positions

#5Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$WT $DOV $SE $MS $SCHW $IAU

$90M

65 positions

#6Systelligence, LLCPassive

Notable overlap · 5 shared positions

$MS $WT $DOV $GSAT $IAU

$514M

56 positions

#7CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$REGN $WT $SHW $ALPS $IAU

$149M

96 positions

#8Fortune Financial Group, Inc.Active

Notable overlap · 3 shared positions

$REGN $WT $GSAT

$111M

84 positions

#9Financial Security Advisor, Inc.Active

Notable overlap · 4 shared positions

$REGN $WT $JHG $PH

$544M

160 positions

#10Aprio Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$REGN $JHG $WT $MS $SCHW $ALPS

$1.8B

613 positions

#11Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$REGN $WT $SCHW $PLTR

$114M

84 positions

#12Copia Wealth ManagementPassive

Notable overlap · 5 shared positions

$REGN $WT $DOV $SHW $IAU

$146M

532 positions

#13SFI Advisors, LLCPassive

Notable overlap · 4 shared positions

$REGN $WT $GSAT $SHW

$95M

48 positions

#14PSI Advisors, LLCPassive

Notable overlap · 4 shared positions

$REGN $MS $WT $UBER

$418M

156 positions

#15GLR Partners, LLCPassive

Notable overlap · 5 shared positions

$REGN $WT $SE $IAU $PH

$183M

100 positions

#16Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$REGN $WT $JHG $MS $IAU

$462M

53 positions

#17Prota Financial, LLCActive

Notable overlap · 4 shared positions

$REGN $MS $ALPS $TJX

$138M

67 positions

#18Sylvest Advisors, LLCActive

Notable overlap · 3 shared positions

$REGN $WT $SCHW

$188M

70 positions

#19Anson Capital, Inc.Passive

Notable overlap · 4 shared positions

$REGN $WT $GSAT $FBTC

$146M

90 positions

#20Strategic Family Wealth Counselors, L.L.C.Passive

Notable overlap · 7 shared positions

$WT $REGN $JHG $DOV $SE $UBER

$381M

163 positions

#21Retirement Management Systems Inc.Active

Notable overlap · 6 shared positions

$MS $WT $JHG $SHW $HSBC $IAU

$415M

51 positions

#22OakTrust Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$REGN $WT $TJX

$110M

68 positions

#23American Alpha Advisors, LLCActive

Some overlap · 5 shared positions

$REGN $WT $GSAT $UBER $ALPS

$188M

96 positions

#24Addison Capital CoPassive

Some overlap · 5 shared positions

$DOV $SE $JHG $WT $SCHW

$562M

182 positions

#25Meridian Financial Partners LLCActive

Some overlap · 3 shared positions

$MS $WT $LAZ

$263M

121 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.