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 Family Wealth Group,

13F Portfolio OverlapQ1 2026Family Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

Family Wealth Group, LLC is an institutional investor managing $157M across 117 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 Family Wealth Group, are Ballast Financial Advisors, One Charles Private Wealth Services,, CERTIOR FINANCIAL GROUP,, with shared positions in $GBTC, $BRZE, $KKR, $UNIT, $MAR, $SE. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$GBTC $BRZE $KKR $UNIT

$98M

68 positions

#2One Charles Private Wealth Services, LLCActive

Some overlap · 3 shared positions

$GBTC $UNIT $MAR

$400M

159 positions

#3CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$GBTC $BRZE $SE $MAR

$157M

130 positions

#4EagleClaw Capital Managment, LLCActive

Some overlap · 3 shared positions

$GBTC $ETN $MAR

$714M

145 positions

#5MSH Capital Advisors LLCPassive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $SE

$472M

273 positions

#6Creekside PartnersPassive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $SE

$243M

183 positions

#7Coordinated Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $SE

$174M

176 positions

#8FIDUCIARY ADVISORS, INC.Active

Slight overlap · 5 shared positions

$BRZE $KKR $UNIT $SE $MAR

$133M

121 positions

#9Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $SE

$111M

63 positions

#10Integrity Wealth Solutions LLCPassive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $SE

$255M

130 positions

#11Sagace Wealth Management LLCPassive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $ETN

$149M

70 positions

#12McClarren Financial Advisors, Inc.Active

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$169M

79 positions

#13White Lighthouse Investment Management Inc.Active

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$721M

145 positions

#14Donalies Financial Planning, LLCActive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$117M

74 positions

#15CHRISTINE MESSMER PCActive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$156M

80 positions

#16FLYWHEEL PRIVATE WEALTH LLCPassive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$176M

104 positions

#17Greenhouse Wealth Management, LLCSmart money

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$162M

57 positions

#18Arbor Wealth Advisors LLCActive

Slight overlap · 4 shared positions

$BRZE $UNIT $KKR $ETN

$143M

56 positions

#19Clarity Capital Advisors, LLCActive

Slight overlap · 4 shared positions

$BRZE $KKR $UNIT $MAR

$215M

95 positions

#20Monument Group Wealth Advisors, LLCSmart money

Slight overlap · 4 shared positions

$UNIT $BRZE $SE $KKR

$180M

43 positions

#21MONETA GROUP INVESTMENT ADVISORS LLCActive

Slight overlap · 4 shared positions

$UNIT $BRZE $KKR $SE

$13.3B

808 positions

#22THEORY FINANCIAL LLCPassive

Slight overlap · 4 shared positions

$BRZE $UNIT $SE $MAR

$285M

94 positions

#23Sterling Wealth Management, Inc.Active

Slight overlap · 4 shared positions

$BRZE $UNIT $KKR $MAR

$364M

112 positions

#24Downshift Financial, LLCActive

Slight overlap · 4 shared positions

$BRZE $UNIT $SE $MAR

$193M

77 positions

#25Juno Financial Group LLCActive

Slight overlap · 4 shared positions

$BRZE $KKR $SE $ETN

$255M

70 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.