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 SFG Wealth ,

13F Portfolio OverlapQ1 2026SFG Wealth , portfolio →

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Most similar hedge funds by 13F overlap

SFG Wealth Management, LLC. is an institutional investor managing $243M 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 SFG Wealth , are Three Cord True Wealth ,, Bucket List Wealth ,, ATLas Financial Planning, with shared positions in $AMN, $OUNZ, $USB, $SAN, $SLV, $WT. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$AMN $OUNZ $USB $SAN

$180M

39 positions

#2Bucket List Wealth Management, LLCActive

Notable overlap · 4 shared positions

$AMN $OUNZ $SLV $WT

$166M

57 positions

#3ATLas Financial Planning LLCActive

Notable overlap · 4 shared positions

$AMN $USB $WT $SAN

$112M

69 positions

#4Unison Advisors LLCActive

Notable overlap · 4 shared positions

$AMN $WT $GM $AMD

$1.3B

175 positions

#5BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$AMN $USB $MU $AMD

$510M

85 positions

#6EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 4 shared positions

$AMN $WT $MU $AMD

$228M

114 positions

#7Kondo Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $WT $AZN

$266M

69 positions

#8Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$AMN $WT $AMD

$233M

676 positions

#9True Wealth Design, LLCActive

Notable overlap · 5 shared positions

$AMN $PH $LMT $GM $MU

$360M

2,699 positions

#10RW Investment Management LLCActive

Notable overlap · 4 shared positions

$AMN $MU $USB $LMT

$1.0B

113 positions

#11Torren Management, LLCActive

Notable overlap · 4 shared positions

$AMN $WT $MU $PH

$201M

983 positions

#12Allegiance Financial Group Advisory Services LLCActive

Notable overlap · 4 shared positions

$AMN $MU $RBLX $GM

$503M

198 positions

#13Bare Financial Services, IncPassive

Notable overlap · 4 shared positions

$AMN $CRM $CEG $AMD

$378M

1,730 positions

#14Meredith Wealth PlanningActive

Notable overlap · 3 shared positions

$AMN $MU $GSAT

$369M

70 positions

#15Mason Investment Advisory Services, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $WT $USB

$2.2B

79 positions

#16Beaird Harris Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $USB $WT

$1.5B

686 positions

#17RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Notable overlap · 3 shared positions

$AMN $USB $WT

$350M

53 positions

#18FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 3 shared positions

$AMN $USB $WT

$653M

191 positions

#19Creative Capital Management Investments LLCActive

Notable overlap · 3 shared positions

$AMN $USB $WT

$348M

324 positions

#20Harbor Group, Inc.Active

Notable overlap · 3 shared positions

$AMN $LMT $AMD

$692M

116 positions

#21ENZI WEALTHActive

Notable overlap · 3 shared positions

$AMN $LMT $AMD

$288M

71 positions

#22Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$AMN $USB $CEG

$1.1B

81 positions

#23Avondale Wealth ManagementActive

Notable overlap · 3 shared positions

$AMN $AMD $SAN

$203M

71 positions

#24Rubicon Advisors, GPPassive

Notable overlap · 3 shared positions

$AMN $WT $SLV

$115M

76 positions

#25Greater Midwest Financial Group, LLCPassive

Notable overlap · 4 shared positions

$AMN $MU $USB $AMD

$186M

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.