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 ANGELES WEALTH ,

13F Portfolio OverlapQ1 2026ANGELES WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

ANGELES WEALTH MANAGEMENT, LLC is an institutional investor managing $1.8B across 524 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 ANGELES WEALTH , are Merited Wealth,, Pacific Park Financial,, Zhang Financial, with shared positions in $DOV, $NTRB, $KKR, $SHW, $BRZE, $DHR. The full ranking of 25 similar funds is below.

#1Merited Wealth, LLCPassive

Notable overlap · 4 shared positions

$DOV $NTRB $KKR $SHW

$121M

79 positions

#2Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$DOV $BRZE $DHR

$153M

73 positions

#3Zhang Financial LLCActive

Notable overlap · 5 shared positions

$BRZE $DOV $KKR $NTRB $DHR

$2.9B

367 positions

#4McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $BRZE $KKR

$169M

79 positions

#5Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$NTRB $KKR $DOV

$160M

106 positions

#6FC Advisory LLCActive

Notable overlap · 4 shared positions

$NTRB $DHR $DOV $BRZE

$342M

115 positions

#7Breakwater Investment ManagementPassive

Notable overlap · 4 shared positions

$BRZE $DOV $NTRB $KKR

$269M

506 positions

#8ETF Portfolio Partners, Inc.Active

Notable overlap · 4 shared positions

$NTRB $KKR $DHR $DOV

$381M

68 positions

#9Rakuten Investment Management, Inc.Smart money

Notable overlap · 4 shared positions

$DOV $BRZE $KKR $GE

$49.2B

464 positions

#10Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $GE

$116M

80 positions

#11Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$NTRB $DOV $KKR

$151M

97 positions

#12Pacific Center for Financial ServicesActive

Notable overlap · 5 shared positions

$BRZE $NTRB $KKR $WFC $GE

$394M

513 positions

#13CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 3 shared positions

$DOV $BRZE $DHR

$6.3B

64 positions

#14Alta Advisers LtdActive

Notable overlap · 3 shared positions

$DOV $WFC $GE

$276M

206 positions

#15BRANDYWINE TRUST COSmart money

Notable overlap · 3 shared positions

$DOV $WFC $GE

$552M

31 positions

#16Sageworth Trust CoActive

Notable overlap · 4 shared positions

$BRZE $DOV $KKR $GE

$2.3B

172 positions

#17OKABENA INVESTMENT SERVICES INCPassive

Notable overlap · 4 shared positions

$BRZE $NTRB $DOV $GE

$519M

144 positions

#18Leelyn Smith, LLCPassive

Notable overlap · 3 shared positions

$NTRB $KKR $BRZE

$713M

154 positions

#19American National Bank of TexasActive

Notable overlap · 3 shared positions

$DOV $KKR $PWR

$105M

57 positions

#20Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$NTRB $GE $PWR

$691M

138 positions

#21St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DOV $DHR

$856M

145 positions

#22FIDUCIARY ADVISORS, INC.Active

Notable overlap · 4 shared positions

$BRZE $KKR $DHR $DOV

$133M

121 positions

#23Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$DOV $KKR $DHR

$90M

65 positions

#24Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 3 shared positions

$BRZE $DOV $KKR

$156M

73 positions

#25Clarus Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$NTRB $SHW $PWR

$235M

88 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.