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 Melone Private Wealth,

13F Portfolio OverlapQ1 2026Melone Private Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Melone Private Wealth, LLC is an institutional investor managing $263M across 58 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 Melone Private Wealth, are Oxinas Partners Wealth, Bravias Group,, Key FInancial, with shared positions in $WT, $DIA, $AGQ, $GMM, $APP, $INTC. The full ranking of 25 similar funds is below.

#1Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $DIA $AGQ

$219M

145 positions

#2Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $GMM $AGQ

$153M

96 positions

#3Key FInancial IncPassive

Notable overlap · 3 shared positions

$WT $GMM $AGQ

$562M

1,394 positions

#4SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $DIA $AGQ

$300M

88 positions

#5Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$WT $GMM $AGQ

$108M

77 positions

#6Trilogy Capital Inc.Passive

Notable overlap · 3 shared positions

$WT $GMM $APP

$2.3B

390 positions

#7Marathon Strategic Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GMM $INTC

$139M

52 positions

#8HOWARD FINANCIAL SERVICES, LTD.Passive

Notable overlap · 3 shared positions

$WT $APP $CMG

$888M

223 positions

#9Second Line Capital, LLCActive

Notable overlap · 3 shared positions

$GMM $APP $WT

$528M

185 positions

#10Gridiron Partners, LLCSmart money

Notable overlap · 6 shared positions

$NMZ $NZF $NEA $NMCO $VGM $NVG

$164M

47 positions

#11Congress Park Capital LLCPassive

Some overlap · 4 shared positions

$NEA $NAD $NZF $NVG

$326M

131 positions

#12Cascade Financial Partners, LLCActive

Some overlap · 3 shared positions

$WT $GMM $AGQ

$970M

263 positions

#13TCP Asset Management, LLCActive

Some overlap · 5 shared positions

$WT $DIA $GMM $AGQ $NMZ

$778M

133 positions

#14Hershey Financial Advisers, LLCPassive

Some overlap · 3 shared positions

$APP $WT $GMM

$116M

80 positions

#15Schwallier Wealth Management LLCActive

Some overlap · 3 shared positions

$GMM $WT $AGQ

$137M

58 positions

#16GFS Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $APP $NAD

$785M

159 positions

#17Hennion & Walsh Asset Management, Inc.Passive

Some overlap · 8 shared positions

$WT $NEA $MHD $NVG $NMZ $NZF

$3.0B

928 positions

#18Millington Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $AGQ

$237M

119 positions

#19Graney & King, LLCActive

Some overlap · 3 shared positions

$APP $AGQ $INTC

$186M

370 positions

#20McGowan Group Asset Management, Inc.Passive

Some overlap · 4 shared positions

$NEA $NAD $NZF $NVG

$785M

154 positions

#21HighPoint Advisor Group LLCPassive

Some overlap · 3 shared positions

$WT $GMM $AGQ

$2.4B

642 positions

#22Lionsbridge Wealth Management LLCPassive

Some overlap · 3 shared positions

$WT $DIA $AGQ

$99M

59 positions

#23INTEGRITY ALLIANCE, LLC.Passive

Some overlap · 3 shared positions

$WT $DIA $GMM

$2.6B

756 positions

#24Uptown Financial Advisors LLCActive

Some overlap · 3 shared positions

$GMM $NAD $NEA

$126M

76 positions

#25JNBA Financial AdvisorsActive

Some overlap · 3 shared positions

$GMM $WT $INTC

$1.2B

819 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.