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 Abound Wealth

13F Portfolio OverlapQ1 2026Abound Wealth portfolio →

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Most similar hedge funds by 13F overlap

Abound Wealth Management is an institutional investor managing $504M across 1,359 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 Abound Wealth are LEGACY FINANCIAL GROUP,, PRUDENTIAL FINANCIAL, BOS Asset ,, with shared positions in $SCHW, $OKE, $PLTR, $MAR, $GEV, $GE. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL GROUP, INC.Active

Slight overlap · 4 shared positions

$SCHW $OKE $PLTR $MAR

$378M

89 positions

#2PRUDENTIAL FINANCIAL INCPassive

Slight overlap · 5 shared positions

$SCHW $OKE $GEV $GE $HUM

$81.2B

2,401 positions

#3BOS Asset Management, LLCPassive

Slight overlap · 4 shared positions

$SCHW $OKE $HUM $MAR

$392M

200 positions

#4Ameritas Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$SCHW $OKE $HUM $MAR

$2.6B

1,075 positions

#5Running Point Capital Advisors, LLC

Slight overlap · 4 shared positions

$SCHW $OKE $FBTC $MAR

$367M

190 positions

#6TABR Capital Management, LLCActive

Slight overlap · 3 shared positions

$SCHW $OKE $GEV

$109M

54 positions

#7SWAN Capital LLCPassive

Slight overlap · 8 shared positions

$SCHW $SO $PLTR $GE $HUM $MAR

$272M

554 positions

#8Disciplined Investments, LLCPassive

Slight overlap · 3 shared positions

$SCHW $OKE $JBHT

$279M

141 positions

#9Stony Point Wealth Management Inc.Passive

Slight overlap · 3 shared positions

$SCHW $OKE $MAR

$252M

96 positions

#10Advisory Resource GroupPassive

Slight overlap · 3 shared positions

$SCHW $OKE $AFL

$581M

172 positions

#11City Center Advisors, LLCPassive

Slight overlap · 3 shared positions

$OKE $SCHW $PLTR

$108M

155 positions

#12Transcendent Capital Group LLCPassive

Slight overlap · 3 shared positions

$SCHW $OKE $PLTR

$219M

112 positions

#13Corps Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$OKE $FBTC $PLTR $GEV

$115M

96 positions

#14Prospect Financial Group LLCActive

Slight overlap · 3 shared positions

$SCHW $OKE $HUM

$108M

63 positions

#15Capital Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$SCHW $OKE $SO

$6.2B

693 positions

#16Radnor Capital Management, LLCPassive

Slight overlap · 5 shared positions

$SCHW $CB $GEV $GE $AFL

$676M

308 positions

#17Marble Wealth, LLCPassive

Slight overlap · 6 shared positions

$SCHW $PLTR $SO $GEV $GE $HUM

$571M

222 positions

#18ATALANTA SOSNOFF CAPITAL, LLCActive

Slight overlap · 4 shared positions

$SCHW $PLTR $GEV $GE

$4.7B

104 positions

#19Frontier Asset Management, LLCActive

Slight overlap · 4 shared positions

$SCHW $OKE $GEV $GE

$477M

91 positions

#20Crewe Advisors LLCActive

Slight overlap · 4 shared positions

$OKE $SCHW $HUM $MAR

$1.2B

1,038 positions

#21COFG Advisors, LLCPassive

Slight overlap · 3 shared positions

$OKE $FBTC $PLTR

$404M

241 positions

#22SMART Wealth LLCPassive

Slight overlap · 3 shared positions

$SCHW $FBTC $GE

$341M

207 positions

#23BAXTER BROS INCPassive

Slight overlap · 4 shared positions

$SCHW $CB $GEV $GE

$810M

166 positions

#24Investment Research & Advisory Group, Inc.Active

Slight overlap · 4 shared positions

$SCHW $CB $GEV $GE

$286M

279 positions

#25Cambridge Advisors Inc.Active

Slight overlap · 3 shared positions

$SCHW $FBTC $HUM

$515M

178 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.