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 ADAMSBROWN WEALTH CONSULTANTS

13F Portfolio OverlapQ1 2026ADAMSBROWN WEALTH CONSULTANTS portfolio →

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Most similar hedge funds by 13F overlap

ADAMSBROWN WEALTH CONSULTANTS LLC is an institutional investor managing $530M across 173 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 ADAMSBROWN WEALTH CONSULTANTS are Onyx Bridge Wealth Group, Spectrum Wealth Advisory Group,, Sonoma Allocations, with shared positions in $WT, $XYZ, $OKE, $SLV, $AMD, $LOW. The full ranking of 25 similar funds is below.

#1Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$WT $XYZ $OKE

$930M

373 positions

#2Spectrum Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$WT $XYZ $SLV

$269M

58 positions

#3Sonoma Allocations LLCPassive

Some overlap · 3 shared positions

$WT $XYZ $AMD

$290M

145 positions

#4Econ Financial Services CorpPassive

Some overlap · 4 shared positions

$WT $XYZ $LOW $BA

$215M

74 positions

#5Winter & Associates, Inc.Passive

Some overlap · 3 shared positions

$WT $XYZ $MMM

$114M

84 positions

#6Rice Partnership, LLCActive

Some overlap · 3 shared positions

$WT $XYZ $MU

$732M

178 positions

#7Horizon Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $OKE $SLV $BA

$682M

137 positions

#8Ignite Planners, LLCPassive

Some overlap · 5 shared positions

$XYZ $OKE $WT $SLV $BA

$648M

393 positions

#9CPWA, LLCPassive

Some overlap · 5 shared positions

$WT $SLV $AMD $MU $LOW

$84M

90 positions

#10IAG Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $OKE $SLV $BA $DE

$896M

509 positions

#11Authentikos Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$WT $EH $AMD

$148M

70 positions

#12Eaton Financial Holdings Company, LLCPassive

Some overlap · 5 shared positions

$WT $SLV $XYZ $MU $BAC

$305M

125 positions

#13AssuredPartners Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $XYZ $MU $BAC

$919M

402 positions

#14Goldstone Financial Group, LLCPassive

Some overlap · 4 shared positions

$WT $XYZ $BAC $MU

$922M

228 positions

#15BlackDiamond Wealth Management, LLCPassive

Some overlap · 3 shared positions

$WT $XYZ $AMD

$208M

203 positions

#16Friedenthal FinancialPassive

Some overlap · 3 shared positions

$WT $EH $MU

$199M

244 positions

#17EVOLUTION WEALTH MANAGEMENT INC.Passive

Some overlap · 3 shared positions

$WT $EH $BAC

$137M

852 positions

#18Etesian Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $XYZ $BAC

$313M

138 positions

#19Ausdal Financial Partners, Inc.Passive

Some overlap · 4 shared positions

$WT $AMD $XYZ $MU

$2.3B

985 positions

#20Bonfire FinancialActive

Some overlap · 3 shared positions

$WT $KR $SLV

$133M

57 positions

#21Summit Asset Management, LLCActive

Some overlap · 4 shared positions

$WT $SLV $DE $BAC

$719M

172 positions

#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $KR $DE $BA

$697M

218 positions

#23Cypress Capital, LLCActive

Some overlap · 4 shared positions

$WT $OKE $KR $LOW

$351M

95 positions

#24M Wealth Management, LLCActive

Some overlap · 3 shared positions

$WT $OKE $AMD

$119M

55 positions

#25AIFG Consultants Ltd.

Some overlap · 4 shared positions

$WT $SLV $MU $BAC

$58M

54 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.