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 Simplicity Wealth,

13F Portfolio OverlapQ1 2026Simplicity Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Simplicity Wealth,LLC is an institutional investor managing $1.8B across 748 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 Simplicity Wealth, are ORBA Wealth Advisors, L.L.C., Unison Advisors, Gateway Wealth Partners,, with shared positions in $AMN, $KKR, $LRCX, $GMM, $WT, $AMD. The full ranking of 25 similar funds is below.

#1ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$AMN $KKR $LRCX $GMM $WT

$84M

65 positions

#2Unison Advisors LLCActive

Some overlap · 5 shared positions

$AMN $KKR $AMD $VLTO $WT

$1.3B

175 positions

#3Gateway Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$AMN $KKR $SE $WT $GMM

$2.6B

925 positions

#4FIDUCIARY ADVISORS, INC.Active

Some overlap · 5 shared positions

$AMN $KKR $SE $MKL $KO

$133M

121 positions

#5Bowman & Co S.C.

Some overlap · 4 shared positions

$AMN $KKR $AMD $WT

$237M

118 positions

#6Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $SE $GMM

$525M

138 positions

#7Cascade Financial Partners, LLCActive

Some overlap · 5 shared positions

$KKR $AMN $SE $GMM $WT

$970M

263 positions

#8Wealthcare Advisory Partners LLCPassive

Some overlap · 5 shared positions

$AMN $KKR $SE $WT $MKL

$5.1B

1,073 positions

#9Approach Retirement Advisors, LLCActive

Some overlap · 4 shared positions

$AMN $KKR $AMD $KO

$120M

79 positions

#10Stokes Family Office, LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $SE $LRCX

$969M

276 positions

#11SAGE RHINO CAPITAL LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $VLTO $MKL

$535M

330 positions

#12Creative PlanningPassive

Some overlap · 5 shared positions

$AMN $GMM $KKR $WT $SE

$147.4B

4,090 positions

#13Davidson Kahn Capital Management, LLCActive

Some overlap · 4 shared positions

$AMN $KKR $WT $MKL

$188M

62 positions

#14Cherry Tree Wealth Management, LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $WT $MKL

$473M

582 positions

#15Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$AMN $KKR $GMM $WT

$218M

162 positions

#16Integrity Wealth Solutions LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $GMM $SE

$255M

130 positions

#17Westside Investment Management, Inc.Passive

Some overlap · 4 shared positions

$AMN $KKR $AMD $WT

$653M

1,477 positions

#18Apeiron RIA LLCPassive

Some overlap · 4 shared positions

$AMN $KKR $WT $GMM

$431M

204 positions

#19Cypress Point Wealth Management, LLCActive

Slight overlap · 6 shared positions

$AMN $KKR $KO $MKL $WT $AMD

$464M

123 positions

#20Westfuller Advisors, LLCPassive

Slight overlap · 5 shared positions

$KKR $LRCX $SE $VLTO $MKL

$232M

756 positions

#21Anfield Capital Management, LLCPassive

Slight overlap · 4 shared positions

$AMN $AMD $SE $WT

$363M

715 positions

#22MEANS INVESTMENT CO., INC.Active

Slight overlap · 4 shared positions

$AMN $LRCX $KKR $MKL

$1.1B

212 positions

#23Waverly Advisors, LLCPassive

Slight overlap · 4 shared positions

$AMN $KKR $MKL $KO

$13.4B

1,620 positions

#24Concord Asset Management, LLC/VAActive

Slight overlap · 4 shared positions

$AMN $LRCX $KO $WT

$592M

117 positions

#25Moisand Fitzgerald Tamayo, LLCActive

Slight overlap · 6 shared positions

$AMN $LRCX $MKL $WT $KO $SE

$931M

518 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.