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 Leo Wealth,

13F Portfolio OverlapQ1 2026Leo Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Leo Wealth, LLC is an institutional investor managing $1.4B across 452 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 Leo Wealth, are Farrell Financial, LifeGuide Financial Advisors,, Joel Adams & Associates,, with shared positions in $AFRM, $WT, $HUM, $IBM, $MCD, $MS. The full ranking of 25 similar funds is below.

#1Farrell Financial LLCPassive

Notable overlap · 3 shared positions

$AFRM $WT $HUM

$167M

76 positions

#2LifeGuide Financial Advisors, LLCSmart money

Notable overlap · 3 shared positions

$AFRM $IBM $MCD

$313M

46 positions

#3Joel Adams & Associates, Inc.Active

Notable overlap · 3 shared positions

$AFRM $MS $MCD

$135M

64 positions

#4Vigilare Wealth ManagementActive

Notable overlap · 4 shared positions

$WT $JHG $GEV $HUM

$296M

109 positions

#5First Financial Group CorpActive

Some overlap · 5 shared positions

$WT $JHG $GEV $HUM $IBM

$122M

80 positions

#6MBA Advisors LLCPassive

Some overlap · 5 shared positions

$WT $JHG $MCD $VZ $IBM

$260M

146 positions

#7tru Independence LLCPassive

Some overlap · 4 shared positions

$WT $JHG $MCD $HUM

$202M

102 positions

#8Balanced Rock Investment Advisors LLCPassive

Some overlap · 3 shared positions

$AFRM $JHG $MS

$143M

96 positions

#9Financial Security Advisor, Inc.Active

Some overlap · 4 shared positions

$WT $JHG $MCD $VZ

$544M

160 positions

#10Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 4 shared positions

$WT $JHG $HUM $MS

$589M

590 positions

#11Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$WT $JHG $HUM $MS

$905M

310 positions

#12AIFG Consultants Ltd.

Some overlap · 3 shared positions

$WT $JHG $GEV

$58M

54 positions

#13COLUMBIA ADVISORY PARTNERS LLCActive

Some overlap · 4 shared positions

$WT $JHG $HUM $MCD

$157M

92 positions

#14Ameritas Advisory Services, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $HUM

$2.6B

1,075 positions

#15Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $MCD

$89M

81 positions

#16Aprio Wealth Management, LLCPassive

Some overlap · 6 shared positions

$JHG $WT $MCD $HUM $MS $BMY

$1.8B

613 positions

#17Magnolia Private Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $JHG $GEV

$150M

134 positions

#18CGN Advisors LLCPassive

Some overlap · 3 shared positions

$WT $JHG $MCD

$1.3B

317 positions

#19Retirement Management Systems Inc.Active

Some overlap · 3 shared positions

$WT $JHG $MS

$415M

51 positions

#20Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $JHG $VZ $MS

$477M

70 positions

#21New Covenant Trust Company, N.A.Active

Some overlap · 3 shared positions

$AFRM $GEV $MS

$112M

96 positions

#22BLUELINE ADVISORS LLCActive

Some overlap · 4 shared positions

$WT $JHG $HUM $AFRM

$129M

217 positions

#23Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$AFRM $JHG $HUM

$550M

74 positions

#24ALBION FINANCIAL GROUP /UTActive

Some overlap · 6 shared positions

$JHG $HON $HUM $GEV $MCD $MS

$1.5B

737 positions

#25GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 4 shared positions

$WT $JHG $HUM $MCD

$5.5B

999 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.