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 WEALTHSPAN PARTNERS,

13F Portfolio OverlapQ1 2026WEALTHSPAN PARTNERS, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

WEALTHSPAN PARTNERS, LLC is an institutional investor managing $284M across 123 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 WEALTHSPAN PARTNERS, are White Lighthouse Investment, Employees' Retirement Fund of the City of Fort Worth, Farrell Financial, with shared positions in $COP, $KKR, $IAU, $HUM, $UNIT, $SLV. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$COP $KKR $IAU $HUM $UNIT

$721M

145 positions

#2Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 5 shared positions

$COP $HUM $KKR $SLV $UNIT

$230M

21 positions

#3Farrell Financial LLCPassive

Notable overlap · 3 shared positions

$IAU $COP $HUM

$167M

76 positions

#4Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $COP $KKR $UNIT

$98M

68 positions

#5Ariston Services GroupActive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $COP $DE

$167M

71 positions

#6truNorth Financial Services, Inc.Active

Notable overlap · 6 shared positions

$COP $KKR $HUM $SLV $UNIT $DE

$97M

49 positions

#7DAGCO, INC.Passive

Notable overlap · 6 shared positions

$COP $KKR $HUM $NEE $CSX $SLV

$461M

353 positions

#8Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$113M

67 positions

#9Sterling Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$IAU $KKR $COP $UNIT $NKE $HUM

$337M

117 positions

#10Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$COP $HUM $KKR

$147M

13 positions

#11Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$COP $HUM $IAU $UNIT $NEE

$480M

160 positions

#12Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $IAU $MCD $COP

$356M

180 positions

#13WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$IAU $COP $SLV $HUM $UNIT

$508M

107 positions

#14EQ WEALTH ADVISORS, LLCActive

Notable overlap · 6 shared positions

$IAU $HUM $MCD $CSX $COP $NKE

$171M

54 positions

#15Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $IAU $HUM $MCD $UNIT

$365M

111 positions

#16Montis Financial, LLCActive

Notable overlap · 6 shared positions

$COP $KKR $HUM $IAU $DE $SLV

$484M

150 positions

#17GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$IAU $COP $UNIT $OKE

$212M

87 positions

#18MONTGOMERY INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$DE $COP $NEE $MCD

$293M

103 positions

#19Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$COP $HUM $IAU $MCD $NEE $KKR

$420M

120 positions

#20DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $SLV

$163M

58 positions

#21CPA Asset Management LLCActive

Notable overlap · 5 shared positions

$IAU $HUM $MCD $KKR $NEE

$298M

99 positions

#22Forza Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$IAU $KKR $COP $HUM $UNIT

$287M

188 positions

#23Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $NEE

$250M

153 positions

#24Kure Advisory, LLCActive

Notable overlap · 4 shared positions

$IAU $COP $SLV $WFC

$184M

56 positions

#25Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $COP $HUM

$578M

118 positions

Compare WEALTHSPAN PARTNERS,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View WEALTHSPAN PARTNERS,’s holdings

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.