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 Sensible Money,

13F Portfolio OverlapQ1 2026Sensible Money, portfolio →

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Most similar hedge funds by 13F overlap

Sensible Money, LLC is an institutional investor managing $329M across 86 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 Sensible Money, are Financial Sense Advisors,, Greenspring Advisors,, Post Resch Tallon Group, with shared positions in $FCX, $ALPS, $XYZ, $IAU, $EPAM, $HUM. The full ranking of 25 similar funds is below.

#1Financial Sense Advisors, Inc.Passive

Some overlap · 4 shared positions

$FCX $ALPS $XYZ $IAU

$493M

142 positions

#2Greenspring Advisors, LLCActive

Some overlap · 5 shared positions

$EPAM $HUM $AMN $IAU $ALPS

$1.6B

318 positions

#3Post Resch Tallon Group Inc.Passive

Some overlap · 3 shared positions

$EPAM $WT $HUM

$124M

120 positions

#4CAHILL FINANCIAL ADVISORS INCPassive

Some overlap · 5 shared positions

$WT $HUM $EPAM $AMN $ALPS

$924M

286 positions

#5Eagle Strategies LLCPassive

Some overlap · 5 shared positions

$WT $FCX $ALPS $HUM $IAU

$837M

258 positions

#6Running Point Capital Advisors, LLC

Some overlap · 3 shared positions

$EPAM $AMN $XYZ

$367M

190 positions

#7WealthBridge Capital Management, LLCPassive

Some overlap · 5 shared positions

$WT $OTIS $HUM $ALPS $IAU

$434M

221 positions

#8FORTE ASSET MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$EPAM $ALPS $XYZ

$228M

76 positions

#9Proficio Capital Partners LLCActive

Some overlap · 3 shared positions

$EPAM $ALPS $IAU

$1.9B

248 positions

#10AlphaCore Capital LLCPassive

Some overlap · 4 shared positions

$WT $EPAM $AMN $HUM

$4.2B

1,202 positions

#11HANOVER ADVISORS INCActive

Some overlap · 3 shared positions

$EPAM $HUM $WT

$246M

118 positions

#12Provenance Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$EPAM $HUM $IAU $ALPS

$945M

412 positions

#13Nikulski Financial, Inc.Passive

Some overlap · 3 shared positions

$WT $FCX $HUM

$405M

175 positions

#14GM Advisory Group, LLCActive

Some overlap · 3 shared positions

$EPAM $IAU $HUM

$2.6B

374 positions

#15Cedar Wealth Management, LLCActive

Some overlap · 3 shared positions

$EPAM $IAU $FCX

$344M

89 positions

#16Sage Capital Management, LLCPassive

Some overlap · 4 shared positions

$WT $OTIS $ALPS $HUM

$213M

163 positions

#17VPR Management LLCActive

Some overlap · 3 shared positions

$FCX $HUM $IAU

$250M

65 positions

#18UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMN $IAU

$502M

293 positions

#19Burk Holdings LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMN $IAU

$233M

676 positions

#20Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $ALPS $IAU

$405M

298 positions

#21Onyx Bridge Wealth Group LLCPassive

Some overlap · 4 shared positions

$WT $HUM $XYZ $AMN

$930M

373 positions

#22Prime Capital Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $HUM $AMN $XYZ

$8.6B

1,046 positions

#23Yoder Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $HUM $XYZ $IAU

$219M

124 positions

#24Trilogy Capital Inc.Passive

Some overlap · 4 shared positions

$WT $AMN $ALPS $FCX

$2.3B

390 positions

#25Sherman Wealth Management LLCPassive

Some overlap · 4 shared positions

$WT $HUM $OTIS $AMN

$116M

80 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.