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 SENTINEL WEALTH ,

13F Portfolio OverlapQ1 2026SENTINEL WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

SENTINEL WEALTH MANAGEMENT, INC. is an institutional investor managing $125M across 39 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 SENTINEL WEALTH , are Catalyst Investment, BLUELINE ADVISORS, Finley Financial,, with shared positions in $WT, $DHR, $SE, $SCHW, $CTVA, $MDY. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $DHR $SE $SCHW

$90M

65 positions

#2BLUELINE ADVISORS LLCActive

Notable overlap · 5 shared positions

$WT $CTVA $SCHW $MDY $SE

$129M

217 positions

#3Finley Financial, LLCActive

Notable overlap · 7 shared positions

$DHR $CTVA $EPAM $SNOW $MDY $WT

$214M

107 positions

#4TopTier Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$WT $MDY $SNOW $EPD $ET $DHR

$163M

795 positions

#5Waldron Private Wealth LLCActive

Notable overlap · 5 shared positions

$DHR $CTVA $EPAM $MDY $SNOW

$2.6B

342 positions

#6LWM Advisory Services, LLCPassive

Notable overlap · 4 shared positions

$WT $EPAM $NEE $DIA

$94M

76 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $CTVA $NEE

$240M

234 positions

#8WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $SCHW $SE

$508M

107 positions

#9Carmel Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $NEE $SCHW

$277M

118 positions

#10Professional Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $SE $SCHW

$491M

137 positions

#11Roan Capital PartnersPassive

Notable overlap · 4 shared positions

$WT $MDY $SE $DHR

$108M

77 positions

#12BCM ADVISORS, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $EPD

$507M

78 positions

#13AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $SCHW $SE

$206M

97 positions

#14Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $SE $SNOW $NEE

$154M

66 positions

#15Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SNOW $SCHW

$313M

138 positions

#16Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $MDY $DIA

$501M

68 positions

#17Vertex Planning Partners, LLCActive

Notable overlap · 5 shared positions

$WT $OKE $SE $DHR $MDY

$515M

135 positions

#18Trilogy Capital Inc.Passive

Notable overlap · 3 shared positions

$WT $SE $SCHW

$2.3B

390 positions

#19Eaton Financial Holdings Company, LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $EPD $DIA

$305M

125 positions

#20ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $SNOW $SE

$524M

258 positions

#21Phillip James Consulting Co.Passive

Notable overlap · 4 shared positions

$WT $SNOW $SCHW $DHR

$132M

378 positions

#22INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $ET

$252M

89 positions

#23OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $ET

$215M

159 positions

#24Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $SCHW $DIA

$89M

81 positions

#25Amplius Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $DIA $DHR $SNOW

$1.2B

175 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.