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 Hidden Cove Wealth ,

13F Portfolio OverlapQ1 2026Hidden Cove Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Hidden Cove Wealth Management, LLC is an institutional investor managing $156M across 109 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 Hidden Cove Wealth , are Dynamic Financial Group, Guardian Financial Partners,, PFS Partners,, with shared positions in $JHG, $SNOW, $GE, $GEV, $SBUX, $AMGN. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupActive

Notable overlap · 4 shared positions

$JHG $SNOW $GE $GEV

$122M

69 positions

#2Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $GEV

$237M

67 positions

#3PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $GE $GEV

$218M

590 positions

#4MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $SBUX $AMGN

$316M

37 positions

#5Rise Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $KO $AMGN

$284M

94 positions

#6First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $SNOW $GE $GEV

$122M

80 positions

#7WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $KO $WFC

$156M

139 positions

#8Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $WFC

$482M

135 positions

#9Vista Private Wealth Partners. LLCPassive

Notable overlap · 3 shared positions

$JHG $GE $GEV

$291M

87 positions

#10MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $GE $KO

$824M

231 positions

#11Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $GE $GEV

$150M

134 positions

#12GENESIS PRIVATE WEALTH, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $FITB $GE

$318M

182 positions

#13Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$FITB $SNOW $WFC

$284M

161 positions

#14Bulwark Capital CorpActive

Notable overlap · 3 shared positions

$JHG $SNOW $GE

$162M

100 positions

#15Burford Brothers, Inc.Passive

Notable overlap · 5 shared positions

$JHG $VST $KO $GE $GEV

$244M

172 positions

#16Northeast Financial Group, Inc.Active

Notable overlap · 3 shared positions

$JHG $SNOW $KO

$404M

90 positions

#17Northwest Financial AdvisorsPassive

Notable overlap · 3 shared positions

$JHG $GE $GEV

$52M

66 positions

#18WT Wealth ManagementPassive

Some overlap · 3 shared positions

$JHG $SNOW $SBUX

$336M

138 positions

#19PARTNERS WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$JHG $KO $WFC

$97M

109 positions

#20Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$JHG $SNOW $ARLP

$550M

74 positions

#21HC Advisors, LLCActive

Some overlap · 6 shared positions

$FITB $SNOW $KO $GE $WFC $GEV

$149M

60 positions

#22Hilton Capital Management, LLCActive

Some overlap · 4 shared positions

$JHG $SNOW $WFC $AMGN

$1.3B

129 positions

#23Weaver Consulting GroupPassive

Some overlap · 3 shared positions

$JHG $GE $GEV

$420M

275 positions

#24MBA Advisors LLCPassive

Some overlap · 4 shared positions

$JHG $SNOW $GE $AMGN

$260M

146 positions

#25Paladin Wealth, LLCPassive

Some overlap · 3 shared positions

$JHG $KO $SBUX

$145M

125 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.