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 Leslie Global Wealth,

13F Portfolio OverlapQ1 2026Leslie Global Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Leslie Global Wealth, LLC is an institutional investor managing $190M across 79 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 Leslie Global Wealth, are Asset Advisory Services, Comprehensive Money Services, Elwood & Goetz Wealth Advisory Group,, with shared positions in $IAU, $WT, $GMM, $BAC, $GSAT, $NEE. The full ranking of 25 similar funds is below.

#1Capital Asset Advisory Services LLCActive

Notable overlap · 4 shared positions

$IAU $WT $GMM $BAC

$2.6B

299 positions

#2Comprehensive Money Management Services LLCPassive

Notable overlap · 4 shared positions

$WT $GSAT $IAU $GMM

$152M

193 positions

#3Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$IAU $WT $GMM $NEE

$589M

138 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$IAU $WT $PM $NEE $VZ

$477M

70 positions

#5First Financial Group CorpActive

Some overlap · 4 shared positions

$IAU $WT $GSAT $NEE

$122M

80 positions

#6WESCAP Management Group, Inc.Active

Some overlap · 3 shared positions

$IAU $WT $GMM

$508M

107 positions

#7MBA Advisors LLCPassive

Some overlap · 4 shared positions

$IAU $WT $VZ $MCD

$260M

146 positions

#8Catalyst Investment Management LLCPassive

Some overlap · 3 shared positions

$IAU $WT $BAC

$90M

65 positions

#9Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$IAU $WT $PM

$132M

80 positions

#10MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Some overlap · 3 shared positions

$IAU $WT $PM

$1.3B

143 positions

#11GenWealth Group, Inc.Active

Some overlap · 5 shared positions

$IAU $WT $HON $VZ $PM

$584M

85 positions

#12Exit Wealth Advisors, LLC.Active

Some overlap · 3 shared positions

$IAU $WT $MO

$195M

131 positions

#13Financial Harvest, LLCActive

Some overlap · 3 shared positions

$IAU $WT $MCD

$170M

57 positions

#14ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $GMM $GSAT $BAC $NEE

$84M

65 positions

#15Morton Capital Management LLC/CASmart money

Some overlap · 3 shared positions

$WT $IAU $HON

$672M

139 positions

#16CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 3 shared positions

$WT $IAU $NEE

$149M

96 positions

#17Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$IAU $WT $NEE $HON

$118M

85 positions

#18Fermata Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $IAU $GSAT

$444M

232 positions

#19Pinnacle Financial Group, LLC / ILPassive

Some overlap · 3 shared positions

$WT $IAU $MCD

$365M

111 positions

#20WealthCare Investment Partners, LLCPassive

Some overlap · 5 shared positions

$IAU $GSAT $WT $VZ $MO

$360M

191 positions

#21AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$IAU $WT $MO

$287M

158 positions

#22ShoreHaven Wealth Partners, LLCPassive

Some overlap · 6 shared positions

$WT $IAU $GMM $VZ $PM $NEE

$278M

103 positions

#23Midwest Capital Advisors, LLCActive

Some overlap · 3 shared positions

$IAU $GMM $WT

$214M

199 positions

#24KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WT $GMM $BAC

$743M

262 positions

#25Hobart Private Capital, LLCPassive

Some overlap · 3 shared positions

$GMM $WT $GSAT

$509M

132 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.