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 YARGER WEALTH STRATEGIES,

13F Portfolio OverlapQ1 2026YARGER WEALTH STRATEGIES, portfolio →

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Most similar hedge funds by 13F overlap

YARGER WEALTH STRATEGIES, LLC is an institutional investor managing $278M across 136 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 YARGER WEALTH STRATEGIES, are truNorth Financial Services,, INSPIRION WEALTH ADVISORS,, Talisman Wealth Advisors, with shared positions in $KKR, $MS, $WT, $JHG, $MO, $MU. The full ranking of 25 similar funds is below.

#1truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $MS $WT

$97M

49 positions

#2INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$KKR $JHG $WT

$803M

181 positions

#3Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $WT

$124M

101 positions

#4DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $MS $JHG

$461M

353 positions

#5Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$KKR $MS $MO

$453M

103 positions

#6Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 4 shared positions

$MS $JHG $WT $KKR

$589M

590 positions

#7Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$MS $JHG $KKR $MU

$383M

290 positions

#8Caldwell Investment Management Ltd.Active

Notable overlap · 3 shared positions

$KKR $MS $TJX

$255M

57 positions

#9PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $JHG $MU

$218M

590 positions

#10APS Management Group, Inc.Passive

Notable overlap · 3 shared positions

$MS $KKR $NOW

$117M

72 positions

#11Guardian Financial Partners, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $MRVL $ASML

$237M

67 positions

#12FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 4 shared positions

$KKR $MS $WT $TJX

$233M

350 positions

#13Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$KKR $MS $WT

$90M

65 positions

#14HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$KKR $JHG $WT

$238M

142 positions

#15Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$MS $JHG $WT

$415M

51 positions

#16MidAtlantic Capital Management, Inc.Passive

Notable overlap · 3 shared positions

$KKR $MS $WT

$145M

84 positions

#17HCR Wealth AdvisorsActive

Notable overlap · 4 shared positions

$KKR $JHG $MS $MU

$964M

241 positions

#18Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$KKR $MS $MU $ASML

$358M

716 positions

#19Financially in Tune, LLCActive

Notable overlap · 3 shared positions

$KKR $WT $NOW

$116M

77 positions

#20Causey Wealth LLCPassive

Notable overlap · 3 shared positions

$KKR $WT $JHG

$236M

81 positions

#21MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $MS $MO

$557M

185 positions

#22Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $MS $TJX

$192M

72 positions

#23GSG Advisors LLCActive

Notable overlap · 3 shared positions

$KKR $MS $WT

$385M

137 positions

#24Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $MS $KKR

$914M

1,148 positions

#25Conservest Capital Advisors, Inc.Active

Notable overlap · 3 shared positions

$MS $KKR $WT

$1.1B

127 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.