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 WEALTH EFFECTS

13F Portfolio OverlapQ3 2026WEALTH EFFECTS portfolio →

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Most similar hedge funds by 13F overlap

WEALTH EFFECTS LLC is an institutional investor managing $370M across 251 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WEALTH EFFECTS are Clay Northam Wealth, SUMMIT PARTNERS PUBLIC ASSET, MRA Advisory Group, with shared positions in $DOCN, $ALAB, $MELI, $VRT, $ARWR, $SNDK. The full ranking of 25 similar funds is below.

#1Clay Northam Wealth Management, LLCActive

Some overlap · 4 shared positions

$DOCN $ALAB $MELI $VRT

$214M

109 positions

#2SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$DOCN $ARWR $VRT $SNDK

$5.7B

155 positions

#3MRA Advisory GroupPassive

Some overlap · 4 shared positions

$ALAB $DOCN $VRT $C

$267M

152 positions

#4KIDS CAPITAL MANAGEMENT, L.P.Active

Some overlap · 3 shared positions

$ALAB $BX $MELI

$127M

12 positions

#5SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 4 shared positions

$ALAB $BA $VRT $C

$895M

185 positions

#6FirstWave Capital Management LLCPassive

Some overlap · 3 shared positions

$ALAB $RBRK $MELI

$227M

63 positions

#7THAMES CAPITAL MANAGEMENT LLCActive

Some overlap · 4 shared positions

$ALAB $VRT $SNDK $C

$1.2B

56 positions

#8Williamson Legacy Group, LLCPassive

Some overlap · 4 shared positions

$DOCN $VRT $SNDK $C

$201M

75 positions

#9Seelaus Asset Management LLCPassive

Some overlap · 5 shared positions

$URI $BX $BA $VRT $C

$136M

190 positions

#10FRED ALGER MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$ALAB $ARWR $MELI $VRT

$30.0B

425 positions

#11Sterling Investment Advisors, Ltd.Passive

Some overlap · 4 shared positions

$BX $UTG $VRT $PFE

$599M

225 positions

#123G Capital Partners LPActive

Some overlap · 3 shared positions

$DOCN $MELI $SNDK

$373M

18 positions

#13Emergent Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$ALAB $BA $SNDK

$191M

124 positions

#14Edgemoor Investment Advisors, Inc.Active

Some overlap · 4 shared positions

$BX $URI $VRT $C

$1.5B

188 positions

#15Retireful, LLCPassive

Some overlap · 3 shared positions

$ALAB $VRT $SNDK

$116M

86 positions

#16WIN ADVISORS, INCActive

Some overlap · 3 shared positions

$ALAB $VRT $SNDK

$281M

75 positions

#17OAK FAMILY ADVISORS, LLCPassive

Some overlap · 4 shared positions

$KVUE $UTG $BA $GNRC

$385M

108 positions

#18Millennium Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$URI $BA $PFE $VRT $GNRC

$190M

137 positions

#19Morse Asset Management, IncPassive

Some overlap · 4 shared positions

$URI $ALAB $BA $VRT

$604M

415 positions

#20Hedeker Wealth, LLCPassive

Some overlap · 4 shared positions

$BX $URI $C $GNRC

$545M

93 positions

#21Generation Capital Management LLCPassive

Some overlap · 3 shared positions

$ALAB $SNDK $C

$163M

83 positions

#22Paragon Advisors, LLCSmart money

Some overlap · 3 shared positions

$ALAB $VRT $MELI

$476M

77 positions

#23JBR Co Financial Management IncPassive

Some overlap · 4 shared positions

$BX $UTG $VRT $ALAB

$261M

126 positions

#24D L CARLSON INVESTMENT GROUP INCActive

Some overlap · 3 shared positions

$DOCN $BA $SNDK

$628M

133 positions

#25CMC Financial GroupActive

Some overlap · 3 shared positions

$ALAB $SNDK $GNRC

$52M

45 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.