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 JOURNEY STRATEGIC WEALTH

13F Portfolio OverlapQ1 2026JOURNEY STRATEGIC WEALTH portfolio →

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Most similar hedge funds by 13F overlap

JOURNEY STRATEGIC WEALTH LLC is an institutional investor managing $4.0B across 821 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 JOURNEY STRATEGIC WEALTH are OakTrust Wealth Advisors,, Team Financial Group,, Stratos Wealth Advisors,, with shared positions in $GLDM, $AMN, $WT, $AXP, $MCD, $IBM. The full ranking of 25 similar funds is below.

#1OakTrust Wealth Advisors, LLCActive

Slight overlap · 6 shared positions

$GLDM $AMN $WT $AXP $MCD $IBM

$110M

68 positions

#2Team Financial Group, LLCActive

Slight overlap · 5 shared positions

$GLDM $AMN $SNOW $WT $IBM

$220M

273 positions

#3Stratos Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$1.6B

609 positions

#4Gambit Capital Management, LLCActive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$145M

90 positions

#5UPTICK PARTNERS, LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$502M

293 positions

#6Farther Finance Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$10.6B

5,757 positions

#7Leading Edge Financial Planning LLCActive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$475M

72 positions

#8XY Planning Network, Inc.Passive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$626M

273 positions

#9Wealthcare Advisory Partners LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $WT

$5.1B

1,073 positions

#10Heritage Financial Services, LLC

Slight overlap · 6 shared positions

$AMN $SNOW $WT $AXP $MCD $IBM

$1.2B

126 positions

#11Austin Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $WT $AXP

$440M

118 positions

#12Zhang Financial LLCActive

Slight overlap · 4 shared positions

$GLDM $AMN $SNOW $MU

$2.9B

367 positions

#13Advisor Resource CouncilActive

Slight overlap · 4 shared positions

$GLDM $AMN $WT $MU

$309M

244 positions

#14Boyce & Associates Wealth Consulting, Inc.Active

Slight overlap · 4 shared positions

$GLDM $AMN $WT $PM

$132M

80 positions

#15Magnolia Private Wealth, LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $WT $PM

$150M

134 positions

#16Collaborative Wealth Managment Inc.Passive

Slight overlap · 4 shared positions

$GLDM $AMN $WT $MCD

$218M

162 positions

#17SENTINEL PENSION ADVISORS, LLCActive

Slight overlap · 4 shared positions

$GLDM $AMN $WT $MCD

$676M

137 positions

#18Capital Planning Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $AMN $WT $IBM

$692M

146 positions

#19NavPoint Financial, Inc.Active

Slight overlap · 5 shared positions

$GLDM $SNOW $AXP $MCD $IBM

$247M

71 positions

#20CONTINUUM WEALTH ADVISORS, LLCActive

Slight overlap · 5 shared positions

$GLDM $WT $MU $MCD $IBM

$241M

70 positions

#21Quantum Financial Advisors, LLCActive

Slight overlap · 4 shared positions

$GLDM $AMN $AXP $MU

$891M

231 positions

#22Beckerman Institutional, LLCPassive

Slight overlap · 4 shared positions

$GLDM $SNOW $WT $PM

$188M

121 positions

#23Bank of MarinPassive

Slight overlap · 4 shared positions

$GLDM $SNOW $WT $MCD

$137M

135 positions

#24GREAT VALLEY ADVISOR GROUP, INC.Passive

Slight overlap · 4 shared positions

$GLDM $SNOW $WT $MCD

$5.5B

999 positions

#25Tillman Hartley LLCActive

Slight overlap · 5 shared positions

$AMN $SNOW $WT $AXP $PM

$398M

88 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.