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 New Perspectives,

13F Portfolio OverlapQ1 2026New Perspectives, portfolio →

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Most similar hedge funds by 13F overlap

New Perspectives, Inc is an institutional investor managing $289M across 44 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 New Perspectives, are Warren Street Wealth Advisors,, Planning Advisors,, Team Financial Group,, with shared positions in $WT, $GLDM, $AMGN, $SHW, $HUM, $MKL. The full ranking of 25 similar funds is below.

#1Warren Street Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $AMGN

$393M

129 positions

#2Capital Planning Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $SHW

$692M

146 positions

#3Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $HUM

$220M

273 positions

#4Trust Point Inc.Active

Notable overlap · 3 shared positions

$WT $HUM $MKL

$1.2B

521 positions

#5OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $WT $HUM $AMGN

$110M

68 positions

#6Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $GLDM $SHW

$153M

96 positions

#7Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $MKL $AMGN

$114M

68 positions

#8Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $MKL

$150M

134 positions

#9Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $HUM $MKL

$365M

111 positions

#10SNS Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $GLDM $MKL $HUM $UNP

$1.2B

208 positions

#11Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $GLDM $MKL

$213M

153 positions

#12Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $AMGN

$170M

48 positions

#13Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $HUM $GLDM $AMGN

$153M

344 positions

#14UPTICK PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $GLDM

$502M

293 positions

#15BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $MKL $AMGN

$2.5B

453 positions

#16Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $MKL $RF

$90M

65 positions

#17Evernest Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $HUM $AMGN

$481M

180 positions

#18Morton Capital Management LLC/CASmart money

Notable overlap · 3 shared positions

$WT $HUM $AMGN

$672M

139 positions

#19Duncan Williams Asset Management, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $EGP $RF

$361M

154 positions

#20Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 5 shared positions

$WT $GLDM $SHW $ADSK $LNT

$132M

80 positions

#21MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $MKL $SHW

$147M

52 positions

#22Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $HUM $GLDM

$231M

56 positions

#23Garrett Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $UNP

$562M

134 positions

#24Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $GLDM $CB

$285M

176 positions

#25Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $AMGN

$491M

147 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.