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 EARNED WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026EARNED WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

EARNED WEALTH ADVISORS, LLC is an institutional investor managing $1.5B across 468 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 EARNED WEALTH ADVISORS, are Confluence Wealth Services,, Trademark Financial ,, OMNI 360 Wealth,, with shared positions in $NKE, $MS, $HUM, $SNOW, $WT, $DDOG. The full ranking of 25 similar funds is below.

#1Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$NKE $MS $HUM $SNOW

$2.6B

365 positions

#2Trademark Financial Management, LLCPassive

Notable overlap · 4 shared positions

$NKE $MS $WT $HUM

$204M

102 positions

#3OMNI 360 Wealth, Inc.Passive

Notable overlap · 6 shared positions

$NKE $MS $WT $DDOG $HUM $SNOW

$194M

125 positions

#4Burk Holdings LLCPassive

Notable overlap · 6 shared positions

$NKE $AMN $WT $HUM $DDOG $SNOW

$233M

676 positions

#5Apeiron RIA LLCPassive

Notable overlap · 5 shared positions

$NKE $AMN $WT $DDOG $OTIS

$431M

204 positions

#6McLean Asset Management CorpActive

Notable overlap · 6 shared positions

$NKE $AMN $MS $WT $LRCX $SNOW

$572M

165 positions

#7Clarity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$NKE $MS $WT $SNOW

$198M

290 positions

#8Kestra Investment Management, LLCActive

Notable overlap · 5 shared positions

$NKE $DDOG $WT $AMN $SNOW

$5.8B

439 positions

#9Beaird Harris Wealth Management, LLCActive

Notable overlap · 5 shared positions

$NKE $AMN $DDOG $SNOW $WT

$1.5B

686 positions

#10Savant Capital, LLCActive

Notable overlap · 5 shared positions

$NKE $WT $AMN $DDOG $SNOW

$20.7B

1,500 positions

#11Financial Futures Ltd Liability Co.Active

Notable overlap · 5 shared positions

$NKE $AMN $DDOG $SNOW $FCFS

$228M

72 positions

#12Kane Co Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NKE $AMN $DDOG $WT

$119M

51 positions

#13Evanson Asset Management, LLCActive

Notable overlap · 4 shared positions

$NKE $DDOG $WT $AMN

$1.9B

321 positions

#14DeLarme Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$NKE $AMN $DDOG $WT

$155M

63 positions

#15Kondo Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$NKE $AMN $WT $SNOW

$266M

69 positions

#16Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$NKE $DDOG $WT $HUM $SNOW

$337M

117 positions

#17Prism Advisors, Inc.Active

Notable overlap · 3 shared positions

$NKE $MS $WT

$375M

75 positions

#18Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$NKE $AMN $DDOG

$1.1B

81 positions

#19Foster Group, Inc.Active

Notable overlap · 3 shared positions

$NKE $AMN $DDOG

$3.4B

284 positions

#20ELEVATE WEALTH ADVISORY, INCActive

Notable overlap · 5 shared positions

$NKE $AMN $DDOG $SNOW $MS

$158M

125 positions

#21ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$NKE $WT $DDOG $HUM $SNOW

$753M

159 positions

#22ATLas Financial Planning LLCActive

Notable overlap · 3 shared positions

$NKE $AMN $WT

$112M

69 positions

#23Falcon Wealth PlanningActive

Notable overlap · 3 shared positions

$NKE $AMN $WT

$1.5B

236 positions

#24Team Hewins, LLCSmart money

Notable overlap · 5 shared positions

$NKE $AMN $HUM $WT $SNOW

$337M

41 positions

#25McCartney Wealth Management LLCActive

Notable overlap · 4 shared positions

$NKE $AMN $WT $SNOW

$119M

65 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.