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 WMG Financial Advisors,

13F Portfolio OverlapQ1 2026WMG Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

WMG Financial Advisors, LLC is an institutional investor managing $240M across 100 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 WMG Financial Advisors, are RED LIGHTHOUSE INVESTMENT ,, Meredith Wealth Planning, Mason Investment Advisory Services,, with shared positions in $AMN, $MAR, $BAC, $BRZE, $WT, $UPST. The full ranking of 25 similar funds is below.

#1RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $MAR $BAC

$296M

80 positions

#2Meredith Wealth PlanningActive

Substantial overlap · 3 shared positions

$AMN $BRZE $MAR

$369M

70 positions

#3Mason Investment Advisory Services, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $WT $UPST

$2.2B

79 positions

#4Creative Capital Management Investments LLCActive

Substantial overlap · 3 shared positions

$AMN $BRZE $WT

$348M

324 positions

#5Parkshore Wealth Management, Inc.Smart money

Substantial overlap · 3 shared positions

$AMN $BAC $BRZE

$299M

69 positions

#6KEB ASSET MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$AMN $SO $MAR

$522M

97 positions

#7Burton Enright WelchActive

Substantial overlap · 3 shared positions

$AMN $BAC $BRZE

$736M

134 positions

#8Kondo Wealth Advisors, Inc.Active

Substantial overlap · 4 shared positions

$AMN $WT $BAC $VZ

$266M

69 positions

#9POINCIANA ADVISORS GROUP, LLCPassive

Substantial overlap · 3 shared positions

$AMN $T $BAC

$127M

130 positions

#10Burk Holdings LLCPassive

Substantial overlap · 3 shared positions

$AMN $WT $BAC

$233M

676 positions

#11CLARIS ADVISORS, LLC / MO /Active

Substantial overlap · 3 shared positions

$AMN $BA $EMR

$334M

70 positions

#12Nvest Wealth Strategies, Inc.Active

Substantial overlap · 3 shared positions

$AMN $WT $SHOP

$143M

395 positions

#13Unison Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $UPST $WT $PFH $VZ

$1.3B

175 positions

#14Capstone Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $BRZE $SO $T

$143M

50 positions

#15Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$AMN $MAR $T $BA $EMR

$302M

51 positions

#16SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$AMN $MAR $T $SO

$566M

73 positions

#17EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$AMN $WT $T $VZ

$228M

114 positions

#18Pacific Asset Management, LLCActive

Notable overlap · 4 shared positions

$AMN $IBIT $BRZE $BA

$179M

70 positions

#19Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$AMN $BRZE $BAC

$98M

68 positions

#20Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $UPST $WT

$1.5B

686 positions

#21Marquette Asset Management, LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $VZ

$669M

795 positions

#22ATLas Financial Planning LLCActive

Notable overlap · 6 shared positions

$AMN $BRZE $SO $MAR $WT $BAC

$112M

69 positions

#23Private Wealth Management Group, LLCPassive

Notable overlap · 4 shared positions

$AMN $BAC $MAR $VZ

$381M

1,426 positions

#24Flagstone Financial ManagementSmart money

Notable overlap · 3 shared positions

$AMN $VZ $BAC

$403M

71 positions

#25Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $MAR $BAC

$379M

67 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.