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 CASTLE WEALTH

13F Portfolio OverlapQ1 2026CASTLE WEALTH portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

CASTLE WEALTH MANAGEMENT LLC is an institutional investor managing $309M across 132 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 CASTLE WEALTH are Great Point Wealth Advisors,, WT Wealth, 1 NORTH WEALTH SERVICES, with shared positions in $JHG, $WT, $AMN, $RELX, $USB, $ALPS. The full ranking of 25 similar funds is below.

#1Great Point Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $AMN

$542M

62 positions

#2WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $WT $RELX $USB

$336M

138 positions

#31 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $ALPS $USB

$277M

270 positions

#4First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $WT $NKE $NEE

$122M

80 positions

#5Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$WT $SLV $JHG $NKE $NEE $AMGN

$477M

70 positions

#6Del-Sette Capital Management, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $NKE $ALPS

$167M

44 positions

#7Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $LOW

$157M

103 positions

#8Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $AMN

$150M

134 positions

#9Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $WT $ETN

$462M

53 positions

#10TruWealth Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $AMN $NKE

$2.1B

182 positions

#11M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $IAUM $JHG $AMN

$119M

55 positions

#12Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $TMO

$136M

108 positions

#13Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $USB

$1.2B

177 positions

#14Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$JHG $WT $NEE

$589M

590 positions

#15Bridgewealth Advisory Group, LLCActive

Notable overlap · 4 shared positions

$JHG $AMN $SLV $CRM

$482M

135 positions

#16Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $AMN $USB

$180M

39 positions

#17Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $MAR $SLV

$144M

387 positions

#18Kane Co Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$WT $AMN $NKE $NEE

$119M

51 positions

#19Seed Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$JHG $AMN $RELX

$145M

98 positions

#20Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$JHG $RELX $WT $MAR $ALPS

$162M

100 positions

#21PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $SLV $MAR

$218M

590 positions

#22Accel Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $NKE $SLV

$383M

290 positions

#23Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $AMN $ETN

$290M

485 positions

#24Mraz, Amerine & Associates, Inc.Active

Notable overlap · 4 shared positions

$WT $AMN $NKE $AMGN

$678M

190 positions

#25Prasad Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $ALPS $ETN $SLV

$367M

146 positions

Compare CASTLE WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View CASTLE WEALTH’s holdings

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.