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 Rooted Wealth Advisors,

13F Portfolio OverlapQ1 2026Rooted Wealth Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rooted Wealth Advisors, Inc. is an institutional investor managing $379M across 144 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 Rooted Wealth Advisors, are APS Group,, truNorth Financial Services,, BEACON ADVISORS ,, with shared positions in $MS, $KKR, $GSAT, $DHR, $QUBT, $GMM. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive

Notable overlap · 6 shared positions

$MS $KKR $GSAT $DHR $QUBT $GMM

$117M

72 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$MS $KKR $HUM $SLV $UNIT

$97M

49 positions

#3BEACON ADVISORS HOLDINGS, LLCActive

Notable overlap · 4 shared positions

$MS $KKR $USB $BRZE

$187M

37 positions

#4TME FINANCIAL, INC.Passive

Notable overlap · 4 shared positions

$MS $KKR $USB $UNIT

$144M

65 positions

#5DAGCO, INC.Passive

Notable overlap · 5 shared positions

$MS $KKR $HUM $SLV $DHR

$461M

353 positions

#6Talisman Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$MS $KKR $HUM $MCD

$124M

101 positions

#7Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $KKR $HUM $DHR

$156M

44 positions

#8Wolff Financial Management LLCActive

Notable overlap · 6 shared positions

$MS $KKR $HUM $UNIT $GMM $MCD

$453M

103 positions

#9Stonebridge Financial Planning Group, LLCPassive

Notable overlap · 5 shared positions

$MS $USB $GSAT $KKR $QUBT

$272M

171 positions

#10Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$MS $KKR $HUM $SLV

$383M

290 positions

#11CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 5 shared positions

$MS $USB $HUM $MCD $UNH

$363M

102 positions

#12SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$MS $KKR $HUM

$340M

145 positions

#13RIDGECREST WEALTH PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$MS $KKR $HUM $AMAT

$181M

96 positions

#14Meridian Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$MS $HUM $USB $KKR $UNIT $MCD

$183M

141 positions

#15Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$MS $USB $BRZE $UNIT $AMAT

$313M

119 positions

#16Conservest Capital Advisors, Inc.Active

Notable overlap · 5 shared positions

$MS $KKR $HUM $SLV $USB

$1.1B

127 positions

#17KOM Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $KKR $DHR $BRZE

$147M

89 positions

#18Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 5 shared positions

$MS $KKR $HUM $AMAT $UNIT

$589M

590 positions

#19Sterling Wealth Advisors IncSmart money

Notable overlap · 3 shared positions

$MS $HUM $KKR

$175M

20 positions

#20TBH Global Asset Management, LLCPassive

Notable overlap · 5 shared positions

$MS $KKR $USB $HUM $DHR

$497M

245 positions

#21SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $BRZE $IAUM $UNIT

$103M

37 positions

#22Presidio Capital Management, LLCActive

Notable overlap · 5 shared positions

$MS $GSAT $UNH $MCD $SLV

$344M

79 positions

#23SHP Wealth ManagementActive

Notable overlap · 4 shared positions

$MS $USB $QUBT $MCD

$1.3B

1,826 positions

#24Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$MS $USB $MCD

$284M

125 positions

#25Madison Wealth Partners, IncPassive

Notable overlap · 6 shared positions

$MS $HUM $DHR $SLV $KKR $UNIT

$627M

220 positions

Compare Rooted Wealth Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Rooted Wealth Advisors,’s holdings

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.