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 Three Bridge Wealth Advisors

13F Portfolio OverlapQ2 2026Three Bridge Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Three Bridge Wealth Advisors, LLC is an institutional investor managing $399M across 87 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Three Bridge Wealth Advisors are Zhang Financial, Leonard Rickey Investment Advisors P.L.L.C., Evelyn Partners Asset Ltd, with shared positions in $DOV, $IAU, $MDT, $GD, $UL, $ASML. The full ranking of 25 similar funds is below.

#1Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $MDT

$3.4B

392 positions

#2Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $DOV $GD

$637M

125 positions

#3Evelyn Partners Asset Management Ltd

Notable overlap · 6 shared positions

$DOV $IAU $UL $ASML $DIS $DEO

$406M

308 positions

#4Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $IAU $SBUX

$568M

133 positions

#5Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$DOV $ASML $GD

$336M

121 positions

#6Roehl & Yi Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $DOV $ASML $NVO $SBUX $PEP

$304M

194 positions

#7PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$DOV $COIN $PEP

$216M

110 positions

#8Jasper Ridge Partners, L.P.Smart money

Notable overlap · 4 shared positions

$DOV $RBLX $COIN $PEP

$4.7B

151 positions

#9Sageworth Trust CoActive

Notable overlap · 3 shared positions

$DOV $ASML $IAU

$2.5B

127 positions

#10PROFFITT & GOODSON INCActive

Notable overlap · 3 shared positions

$DOV $DIS $PEP

$728M

298 positions

#11Addison Capital CoActive

Notable overlap · 3 shared positions

$DOV $DIS $PEP

$610M

184 positions

#12Bigelow Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $DIS $GD $SBUX $PEP

$276M

157 positions

#13Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $GD $PEP

$478M

102 positions

#14Breakwater Investment ManagementPassive

Notable overlap · 3 shared positions

$DOV $SBUX $IAU

$294M

600 positions

#15MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$IAU $ASML $GD $PEP

$297M

166 positions

#16Cobblestone Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $COIN $XYZ

$240M

74 positions

#17Allie Family Office LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $ASML

$269M

107 positions

#18SWP FINANCIAL LLCActive

Notable overlap · 3 shared positions

$DOV $IAU $GD

$216M

78 positions

#19Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $DIS

$127M

90 positions

#20CAPE ANN SAVINGS BANKActive

Notable overlap · 4 shared positions

$IAU $MDT $GD $PEP

$212M

113 positions

#21LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $MDT $GD

$143M

89 positions

#22AlTi Global, Inc.Active

Notable overlap · 4 shared positions

$IAU $DIS $MDT $PEP

$4.8B

505 positions

#23Permanens Capital L.P.Active

Notable overlap · 3 shared positions

$IAU $DOV $ASML

$972M

100 positions

#24CPR Investments Inc.Active

Notable overlap · 3 shared positions

$IAU $DOV $GD

$130M

55 positions

#25Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$IAU $DIS $GD

$134M

119 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.