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 High Net Worth Advisory Group

13F Portfolio OverlapQ1 2026High Net Worth Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

High Net Worth Advisory Group LLC is an institutional investor managing $429M across 244 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 High Net Worth Advisory Group are Blackston Financial Advisory Group,, CDM FINANCIAL COUNSELING SERVICES,, Evergreen Wealth ,, with shared positions in $HUM, $KKR, $MAR, $NTRB, $TMO, $AMGN. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $NTRB

$160M

106 positions

#2CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$HUM $KKR $MAR $NTRB $TMO

$105M

80 positions

#3Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $AMGN $REGN

$194M

54 positions

#4Howard Capital Management Inc.Active

Notable overlap · 4 shared positions

$HUM $KKR $NTRB $TMO

$6.1B

332 positions

#5DAGCO, INC.Passive

Notable overlap · 5 shared positions

$KKR $HUM $PH $MAR $TMO

$461M

353 positions

#6Ariston Services GroupActive

Notable overlap · 5 shared positions

$HUM $KKR $DDOG $PH $TMO

$167M

71 positions

#7SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $MAR

$272M

554 positions

#8Hofer & Associates. IncActive

Notable overlap · 5 shared positions

$HUM $KKR $AMGN $REGN $ABT

$186M

64 positions

#9Cornerstone Advisory, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $MAR $BAH

$1.1B

262 positions

#10DAHRING {-} CUSMANO LLCActive

Notable overlap · 5 shared positions

$CRM $HUM $KKR $NTRB $BAH

$163M

58 positions

#11Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DDOG $AMGN

$341M

64 positions

#12Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $NTRB

$116M

80 positions

#13Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $NTRB

$356M

180 positions

#14LightSquare Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $TMO $MAR

$133M

92 positions

#15Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $NTRB

$156M

44 positions

#16Cannon Wealth Management Services, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $BAH

$148M

85 positions

#17Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $NTRB

$3.0B

455 positions

#18Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $CRM

$98M

197 positions

#19Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$KKR $HUM $MAR $AMGN

$358M

716 positions

#20SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 4 shared positions

$HUM $KKR $TMO $AMGN

$212M

66 positions

#21Human Investing LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $AMGN $DDOG

$687M

96 positions

#22Infinity Wealth Counsel, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $MAR

$109M

63 positions

#23HICKS CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $REGN

$100M

37 positions

#24Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $DDOG

$745M

219 positions

#25FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $AMGN $MAR

$176M

104 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.