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 OverlapQ2 2026Leslie Global Wealth portfolio →

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Most similar hedge funds by 13F overlap

Leslie Global Wealth, LLC is an institutional investor managing $257M across 85 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 Leslie Global Wealth are Shah Wealth Advisors, MBA Advisors, Sowa Financial Group, with shared positions in $IAU, $MO, $VZ, $URI, $NEE, $CMI. The full ranking of 25 similar funds is below.

#1Shah Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $VZ

$433M

79 positions

#2MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$IAU $MO $VZ

$297M

166 positions

#3Sowa Financial Group, Inc.Smart money

Notable overlap · 3 shared positions

$IAU $MO $VZ

$215M

29 positions

#4TRUE Private Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$IAU $URI $VZ

$1.2B

283 positions

#5CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $NEE $CMI

$212M

113 positions

#6ETF Store, Inc.Passive

Notable overlap · 5 shared positions

$IAU $O $NEE $MO $VZ

$120M

114 positions

#7ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $VZ $NEE

$318M

106 positions

#8FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $NEE $VZ

$1.3B

159 positions

#9BCWM, LLCPassive

Some overlap · 3 shared positions

$IAU $MO $VZ

$342M

57 positions

#10Purkiss Capital Advisors LLCPassive

Some overlap · 3 shared positions

$IAU $NEE $CMI

$263M

189 positions

#11American Investment Services, Inc.Active

Some overlap · 4 shared positions

$IAU $VZ $NEE $O

$473M

133 positions

#12Ridge Creek Global, IncPassive

Some overlap · 4 shared positions

$IAU $NEE $HONA $CMI

$129M

94 positions

#13WealthCare Investment Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $MO $VZ

$412M

206 positions

#14Signet Investment Advisory Group, Inc.Passive

Some overlap · 3 shared positions

$IAU $NEE $HONA

$227M

73 positions

#15Strathmore Capital Advisors, Inc.Active

Some overlap · 3 shared positions

$IAU $MO $CMI

$371M

142 positions

#16Skyline Advisors, Inc.Active

Some overlap · 3 shared positions

$IAU $NEE $MO

$319M

123 positions

#17TPG Advisors LLCActive

Some overlap · 4 shared positions

$IAU $O $MO $VZ

$182M

115 positions

#18Smith Thornton Advisors LLCPassive

Some overlap · 3 shared positions

$IAU $NEE $VZ

$227M

140 positions

#19Vision Capital Management, Inc.Active

Some overlap · 3 shared positions

$IAU $NEE $HONA

$876M

156 positions

#20Exit Wealth Advisors, LLC.Passive

Some overlap · 3 shared positions

$IAU $MO $CMI

$220M

150 positions

#21Wills Financial Group LLCPassive

Some overlap · 3 shared positions

$IAU $NEE $VZ

$275M

82 positions

#22Northstar Financial Companies, Inc.Passive

Some overlap · 4 shared positions

$IAU $NEE $MO $VZ

$148M

117 positions

#23Windle Wealth, LLCActive

Some overlap · 3 shared positions

$O $MO $VZ

$249M

35 positions

#24Landing Point Financial Group, LLCActive

Some overlap · 3 shared positions

$IAU $URI $MO

$294M

99 positions

#25NORTH DALLAS BANK & TRUST COPassive

Some overlap · 4 shared positions

$IAU $URI $NEE $CMI

$169M

113 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.