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 Ethos Financial Group,

13F Portfolio OverlapQ1 2026Ethos Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Ethos Financial Group, LLC is an institutional investor managing $1.4B across 540 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 Ethos Financial Group, are WT Wealth, Almanack Investment Partners,, Towneley , / DE, with shared positions in $SGOL, $WT, $SNOW, $JHG, $DOV, $YMM. The full ranking of 25 similar funds is below.

#1WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$SGOL $WT $SNOW $JHG

$336M

138 positions

#2Almanack Investment Partners, LLC.Active

Some overlap · 3 shared positions

$SGOL $WT $JHG

$592M

177 positions

#3Towneley Capital Management, Inc / DESmart money

Some overlap · 4 shared positions

$SGOL $SNOW $JHG $DOV

$478M

42 positions

#4FULCRUM WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$SGOL $WT $JHG

$121M

72 positions

#5Evelyn Partners Asset Management LtdPassive

Some overlap · 3 shared positions

$DOV $SGOL $YMM

$406M

308 positions

#6Pacific Park Financial, Inc.Active

Some overlap · 6 shared positions

$DOV $SNOW $DHR $JHG $SGOL $QUBT

$153M

73 positions

#7Copia Wealth ManagementPassive

Some overlap · 6 shared positions

$DOV $WT $QUBT $REGN $SNOW $PCT

$146M

532 positions

#8Systelligence, LLCPassive

Some overlap · 4 shared positions

$DOV $WT $SNOW $YMM

$514M

56 positions

#9Addison Capital CoPassive

Some overlap · 4 shared positions

$DOV $WT $SNOW $JHG

$562M

182 positions

#10RETIREMENT CAPITAL STRATEGIESActive

Some overlap · 3 shared positions

$DOV $WT $SNOW

$265M

62 positions

#11STAPP WEALTH MANAGEMENT, PLLCActive

Some overlap · 3 shared positions

$SGOL $WT $REGN

$78M

30 positions

#12VVR Holdings LLCActive

Some overlap · 3 shared positions

$DOV $QUBT $REGN

$194M

39 positions

#13Endowment Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$DOV $WT $REGN $JHG $ALPS

$226M

165 positions

#14Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$DOV $WT $DHR

$90M

65 positions

#15Allen Capital Group, LLCPassive

Some overlap · 4 shared positions

$SGOL $WT $SNOW $JHG

$1.1B

284 positions

#16New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$DOV $QUBT $JHG $WT

$866M

194 positions

#17Kastel Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SGOL $DHR $ALPS $DOV

$163M

55 positions

#18Permanent Capital Management, LPActive

Some overlap · 3 shared positions

$DOV $WT $TECK

$643M

155 positions

#19HOWARD WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$DOV $WT $JHG $ALPS $DHR

$238M

142 positions

#20Stonebridge Financial Group, LLCPassive

Some overlap · 5 shared positions

$SGOL $WT $SNOW $JHG $NEE

$1.2B

262 positions

#21Windsor Advisory Group, LLCActive

Some overlap · 3 shared positions

$DOV $ALPS $REGN

$120M

82 positions

#22Barry Investment Advisors, LLCActive

Some overlap · 3 shared positions

$DOV $WT $ALPS

$454M

99 positions

#23BIP Wealth, LLCActive

Some overlap · 4 shared positions

$DOV $WT $JHG $QUBT

$2.5B

453 positions

#24Anson Capital, Inc.Passive

Some overlap · 3 shared positions

$SGOL $WT $REGN

$146M

90 positions

#25Long Island Wealth Management, Inc.Active

Some overlap · 3 shared positions

$DOV $REGN $SNOW

$216M

89 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.