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 Gutierrez Wealth Advisory,

13F Portfolio OverlapQ1 2026Gutierrez Wealth Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Gutierrez Wealth Advisory, LLC is an institutional investor managing $161M 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 Gutierrez Wealth Advisory, are NewCorp Financial Services,, Seneca Financial Advisors, West Financial Advisors,, with shared positions in $DDOG, $LEN, $BAH, $HUM, $SNOW, $BRZE. The full ranking of 25 similar funds is below.

#1NewCorp Financial Services, Inc.Active

Notable overlap · 5 shared positions

$DDOG $LEN $BAH $HUM $SNOW

$115M

50 positions

#2Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$DDOG $HUM $BRZE $SNOW $AMGN

$341M

64 positions

#3West Financial Advisors, LLCActive

Notable overlap · 6 shared positions

$DDOG $HUM $BRZE $DOV $AMGN $IBM

$589M

193 positions

#4BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 3 shared positions

$DDOG $DE $IBM

$333M

91 positions

#5Heritage Investment Group, Inc.Active

Notable overlap · 3 shared positions

$DDOG $DOV $AMGN

$661M

123 positions

#6REGIMEN WEALTH, LLCActive

Notable overlap · 5 shared positions

$DDOG $MDLZ $HUM $LEN $BRZE

$342M

70 positions

#7Schiavi & Co LLCSmart money

Notable overlap · 3 shared positions

$DDOG $SNOW $IBM

$337M

50 positions

#8Mallini Complete Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$DDOG $BRZE $HUM

$126M

61 positions

#9RCS Financial Planning, LLCPassive

Notable overlap · 4 shared positions

$DDOG $SNOW $BRZE $MDLZ

$193M

98 positions

#10Joel Adams & Associates, Inc.Active

Notable overlap · 3 shared positions

$DDOG $BRZE $LEN

$135M

64 positions

#11GRAND WEALTH MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$DDOG $SNOW $MDLZ

$212M

87 positions

#12Topsail Wealth Management, LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $LEN $HUM

$678M

294 positions

#13Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$DDOG $BRZE $SNOW

$607M

110 positions

#14Astoria Strategic Wealth, Inc.Smart money

Notable overlap · 3 shared positions

$DDOG $LEN $DOV

$394M

37 positions

#15Veratis Advisors, Inc.

Notable overlap · 4 shared positions

$DDOG $BRZE $IBM $FDX

$126M

75 positions

#16Luminvest Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$DDOG $BRZE $HUM

$382M

55 positions

#17COOPER/HAIMS ADVISORS, LLCActive

Notable overlap · 3 shared positions

$DDOG $HUM $IBM

$212M

103 positions

#18Level Wealth Management LLCSmart money

Notable overlap · 4 shared positions

$DDOG $BRZE $HUM $IBM

$213M

67 positions

#19WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$DDOG $HUM $SNOW $BRZE

$350M

95 positions

#20DRAVO BAY LLCActive

Notable overlap · 3 shared positions

$DDOG $SNOW $DE

$246M

54 positions

#21Forum Financial Management, LPSmart money

Notable overlap · 3 shared positions

$DDOG $AMGN $DE

$7.1B

331 positions

#22Midwestern Financial, LLC /IAActive

Some overlap · 4 shared positions

$DDOG $LEN $HUM $DOV

$127M

54 positions

#23Mustard Seed Financial, LLCPassive

Some overlap · 4 shared positions

$DDOG $DOV $BRZE $SNOW

$167M

92 positions

#24CONQUIS FINANCIAL LLCSmart money

Some overlap · 5 shared positions

$DDOG $HUM $SNOW $BRZE $AMGN

$121M

54 positions

#25Keystone Global Partners, LLCActive

Some overlap · 3 shared positions

$DDOG $HUM $SNOW

$225M

54 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.