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 DRIVE WEALTH ,

13F Portfolio OverlapQ1 2026DRIVE WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

DRIVE WEALTH MANAGEMENT, LLC is an institutional investor managing $474M across 376 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 DRIVE WEALTH , are OMNI 360 Wealth,, Clear Trail Advisors,, Stonebridge Financial Group,, with shared positions in $MS, $WT, $BAH, $SNOW, $NEE, $MCD. The full ranking of 25 similar funds is below.

#1OMNI 360 Wealth, Inc.Passive

Some overlap · 5 shared positions

$MS $WT $BAH $SNOW $NEE

$194M

125 positions

#2Clear Trail Advisors, LLCPassive

Some overlap · 5 shared positions

$MS $BAH $NEE $SNOW $MCD

$601M

149 positions

#3Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$MS $WT $NEE $SNOW $MCD

$1.2B

262 positions

#4Meridian Financial Partners LLCActive

Some overlap · 5 shared positions

$MS $WT $NEE $SNOW $AMD

$263M

121 positions

#5Per Stirling Capital Management, LLC.Passive

Some overlap · 4 shared positions

$MS $BAH $WT $SNOW

$905M

310 positions

#6Clarity Asset Management, Inc.Passive

Some overlap · 6 shared positions

$MS $BAH $WT $SNOW $DE $WFC

$198M

290 positions

#7Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$MS $BAH $WT $MU

$405M

298 positions

#8Beacon Financial Advisory LLCPassive

Some overlap · 4 shared positions

$MS $BAH $WT $MCD

$443M

402 positions

#9Talisman Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$MS $WT $NEE $MCD $WFC

$124M

101 positions

#10Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$MS $BAH $WT

$133M

108 positions

#11Aprio Wealth Management, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $MS $NEE $MCD

$1.8B

613 positions

#12Powers Advisory Group, LLCActive

Some overlap · 5 shared positions

$MS $WT $DE $SNOW $MCD

$284M

125 positions

#13LEVEL FOUR ADVISORY SERVICES, LLCPassive

Some overlap · 5 shared positions

$BAH $WT $MS $NEE $MU

$3.0B

866 positions

#14LifeGoal Investments, LLCPassive

Some overlap · 4 shared positions

$MS $BAH $SNOW $MU

$175M

112 positions

#15JPL Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MS $WT $SNOW $DE

$435M

1,554 positions

#16MidAtlantic Capital Management, Inc.Passive

Some overlap · 4 shared positions

$MS $WT $SNOW $DE

$145M

84 positions

#17Eagle Strategies LLCPassive

Some overlap · 4 shared positions

$MS $WT $SNOW $AMD

$837M

258 positions

#18Journey Advisory Group, LLCPassive

Some overlap · 5 shared positions

$MS $WT $NEE $SNOW $AMD

$1.2B

244 positions

#19Tranquility Partners, LLCPassive

Some overlap · 4 shared positions

$MS $WT $NEE $SNOW

$265M

226 positions

#20Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$MS $WT $NEE $SNOW

$123M

111 positions

#21CERTUITY, LLCPassive

Some overlap · 4 shared positions

$MS $WT $WFC $MU

$1.5B

659 positions

#22MFA Wealth ServicesPassive

Some overlap · 4 shared positions

$MS $BAH $WFC $MCD

$151M

122 positions

#23KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MS $WT $WFC $NEM

$743M

262 positions

#24FLYNN ZITO CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MS $WT $MU $AMD

$313M

158 positions

#25Provident Wealth Management, LLCActive

Some overlap · 4 shared positions

$MS $WT $SNOW $MCD

$331M

134 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.