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 REGIMEN WEALTH,

13F Portfolio OverlapQ1 2026REGIMEN WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

REGIMEN WEALTH, LLC is an institutional investor managing $342M across 70 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 REGIMEN WEALTH, are AMERICAN FINANCIAL & TAX STRATEGIES, MOLLER WEALTH PARTNERS, Kane Wealth ,, with shared positions in $WT, $DDOG, $SNPS, $MDLZ, $KO, $REGN. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCActive

Notable overlap · 6 shared positions

$WT $DDOG $SNPS $MDLZ $KO $REGN

$206M

97 positions

#2MOLLER WEALTH PARTNERSActive

Notable overlap · 3 shared positions

$DDOG $WT $MCD

$507M

67 positions

#3Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $DDOG

$119M

51 positions

#4Passive Capital Management, LLC.Active

Notable overlap · 4 shared positions

$DDOG $AMN $WT $MCD

$335M

104 positions

#5Beaird Harris Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DDOG $AMN $IAU $WT

$1.5B

686 positions

#6Wright Wealth LLCActive

Notable overlap · 3 shared positions

$WT $AMN $HUM

$149M

51 positions

#7BFI Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $LEN

$104M

75 positions

#8Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $MCD

$143M

395 positions

#9Sunflower Bank, N.A.Active

Notable overlap · 3 shared positions

$DDOG $KO $BRZE

$392M

155 positions

#10Yeomans Consulting Group, Inc.

Notable overlap · 4 shared positions

$DDOG $SNPS $KO $IAU

$341M

113 positions

#11BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 3 shared positions

$DDOG $IAU $MCD

$333M

91 positions

#12Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$DDOG $IAU $MCD

$488M

115 positions

#13Mallini Complete Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$DDOG $HUM $BRZE

$126M

61 positions

#14K2 Financial Inc.Active

Notable overlap · 4 shared positions

$DDOG $SNPS $WT $MCD

$138M

59 positions

#15RCS Financial Planning, LLCActive

Notable overlap · 5 shared positions

$DDOG $AMN $MDLZ $IAU $BRZE

$193M

98 positions

#16Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 4 shared positions

$DDOG $AMN $IAU $REGN

$1.1B

81 positions

#17O'Connor Financial Group LLCActive

Notable overlap · 3 shared positions

$AMN $WT $LEN

$244M

58 positions

#18Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$DDOG $HUM $BRZE $MCD

$341M

64 positions

#19GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 4 shared positions

$DDOG $AMN $IAU $MDLZ

$212M

87 positions

#20West Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$DDOG $HUM $BRZE $WT

$589M

193 positions

#21DeLarme Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$AMN $SNPS $DDOG $WT $MCD

$155M

63 positions

#22Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $REGN $HUM

$220M

273 positions

#23SNS Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $MDLZ $HUM

$1.2B

208 positions

#24Unison Advisors LLCSmart money

Notable overlap · 5 shared positions

$AMN $WT $DDOG $LEN $REGN

$1.3B

175 positions

#25Financial Alternatives, IncActive

Notable overlap · 3 shared positions

$SNPS $IAU $HUM

$185M

79 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.