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 Horizons Wealth

13F Portfolio OverlapQ1 2026Horizons Wealth portfolio →

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Most similar hedge funds by 13F overlap

Horizons Wealth Management is an institutional investor managing $152M across 170 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 Horizons Wealth are Passive ,, Allodium Investment Consultants,, Heritage Wealth , /Texas, with shared positions in $SCHW, $DDOG, $WT, $BAC, $LOW, $MKL. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active

Notable overlap · 7 shared positions

$SCHW $DDOG $WT $BAC $LOW $MKL

$335M

104 positions

#2Allodium Investment Consultants, LLCActive

Notable overlap · 3 shared positions

$SCHW $DDOG $IAU

$209M

52 positions

#3Heritage Wealth Management, Inc./TexasSmart money

Notable overlap · 4 shared positions

$SCHW $IAU $WT $HUM

$234M

41 positions

#4Gibson Capital, LLCSmart money

Notable overlap · 5 shared positions

$SCHW $IAU $IBIT $HUM $SLV

$537M

87 positions

#5DecisionPoint Financial, LLCActive

Notable overlap · 4 shared positions

$SCHW $IAU $IBIT $MAR

$464M

679 positions

#6BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$251M

40 positions

#7SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$SCHW $MKL $MAR $HUM

$272M

554 positions

#8DEFINE FINANCIAL, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $MKL $MAR

$184M

41 positions

#9Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$SCHW $MKL $HUM

$155M

74 positions

#10Whelan FinancialActive

Notable overlap · 4 shared positions

$SCHW $IAU $BAC $LOW

$322M

88 positions

#11MOLLER WEALTH PARTNERSActive

Notable overlap · 4 shared positions

$SCHW $DDOG $NOW $WT

$507M

67 positions

#12BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $DDOG $MKL

$259M

33 positions

#13Note Advisors, LLCActive

Notable overlap · 4 shared positions

$SCHW $DDOG $IAU $HUM

$200M

85 positions

#14Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$SCHW $DDOG $WT $MKL $HUM

$255M

49 positions

#15Magnolia Wealth Management, LLCActive

Notable overlap · 5 shared positions

$SCHW $DE $MAR $IAU $SLV

$172M

212 positions

#16Johnson Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$SCHW $IAU $HUM

$207M

49 positions

#17Omega Financial Group, LLCPassive

Notable overlap · 5 shared positions

$SCHW $NOW $MDY $MKL $HUM

$308M

101 positions

#18SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$SCHW $DDOG $MKL $HUM

$103M

37 positions

#19Rockwood Wealth Management, LLCSmart money

Notable overlap · 7 shared positions

$SCHW $DDOG $IAU $MKL $MAR $HUM

$1.4B

118 positions

#20Prairiewood Capital, LLCActive

Some overlap · 4 shared positions

$SCHW $BAC $DE $MAR

$346M

77 positions

#21KRM WEALTH MANAGEMENT L.L.C.Smart money

Some overlap · 3 shared positions

$SCHW $DDOG $MAR

$192M

43 positions

#22AWM CAPITAL, LLCActive

Some overlap · 5 shared positions

$SCHW $ICFI $IAU $IBIT $HUM

$1.1B

113 positions

#23Hurlow Wealth Management Group, Inc.Active

Some overlap · 4 shared positions

$SCHW $DDOG $IAU $HUM

$420M

120 positions

#24Flagstone Financial ManagementSmart money

Some overlap · 6 shared positions

$SCHW $IAU $BAC $MKL $DE $HUM

$403M

71 positions

#25Amicus Financial Advisors, LLCActive

Some overlap · 4 shared positions

$SCHW $DDOG $ICFI $IBIT

$363M

90 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.