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 Gateway Wealth Partners,

13F Portfolio OverlapQ1 2026Gateway Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

Gateway Wealth Partners, LLC is an institutional investor managing $2.6B across 925 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 Gateway Wealth Partners, are Collaborative Wealth Managment, Cascade Financial Partners,, Etesian Wealth Advisors,, with shared positions in $WT, $AMN, $FCFS, $KKR, $FITB, $HUM. The full ranking of 25 similar funds is below.

#1Collaborative Wealth Managment Inc.Passive

Some overlap · 8 shared positions

$WT $AMN $FCFS $KKR $FITB $HUM

$218M

162 positions

#2Cascade Financial Partners, LLCActive

Some overlap · 7 shared positions

$WT $NTRB $KKR $AMN $SE $HUM

$970M

263 positions

#3Etesian Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$WT $AMN $KKR $FCFS $DOV $BRZE

$313M

138 positions

#4Wealthcare Advisory Partners LLCPassive

Some overlap · 7 shared positions

$WT $KKR $AMN $SE $HUM $OKE

$5.1B

1,073 positions

#5OakTrust Wealth Advisors, LLCActive

Some overlap · 7 shared positions

$WT $AMN $CRM $FITB $HUM $BAH

$110M

68 positions

#6Onyx Bridge Wealth Group LLCPassive

Some overlap · 7 shared positions

$WT $KKR $CRM $HUM $OKE $BAH

$930M

373 positions

#7Sherman Wealth Management LLCPassive

Some overlap · 6 shared positions

$WT $NTRB $KKR $HUM $GMM $AMN

$116M

80 positions

#8Smartleaf Asset Management LLCPassive

Some overlap · 6 shared positions

$WT $AMN $CRM $FCFS $DOV $BAH

$2.8B

3,510 positions

#9UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$WT $AMN $KKR $HUM $GLDM

$502M

293 positions

#10ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $AMN $KKR $BAH $GMM

$84M

65 positions

#11Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 5 shared positions

$WT $AMN $FCFS $DOV $GLDM

$132M

80 positions

#12Goldstone Financial Group, LLCPassive

Some overlap · 6 shared positions

$WT $KKR $FCFS $DOV $FITB $AMN

$922M

228 positions

#13Causey Wealth LLCPassive

Some overlap · 5 shared positions

$WT $NTRB $KKR $BRZE $HUM

$236M

81 positions

#14Bowman & Co S.C.

Some overlap · 5 shared positions

$WT $AMN $KKR $NTRB $CRM

$237M

118 positions

#15Apeiron RIA LLCPassive

Some overlap · 5 shared positions

$WT $AMN $KKR $GLDM $GMM

$431M

204 positions

#16Joseph Group Capital ManagementPassive

Some overlap · 6 shared positions

$WT $KKR $BRZE $FITB $HUM $GLDM

$400M

379 positions

#17Davidson Kahn Capital Management, LLCActive

Some overlap · 4 shared positions

$WT $AMN $KKR $BRZE

$188M

62 positions

#18Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$WT $AMN $HUM $OKE $BAH

$133M

108 positions

#19Unison Advisors LLCActive

Some overlap · 4 shared positions

$WT $AMN $KKR $FITB

$1.3B

175 positions

#20MidAtlantic Capital Management, Inc.Passive

Some overlap · 4 shared positions

$WT $NTRB $KKR $DOV

$145M

84 positions

#21Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$WT $KKR $SE $DOV $HUM

$90M

65 positions

#22Evanson Asset Management, LLCActive

Some overlap · 6 shared positions

$WT $KKR $DOV $BRZE $AMN $OKE

$1.9B

321 positions

#23LongView Wealth ManagementPassive

Some overlap · 7 shared positions

$WT $SE $CRM $KKR $DOV $BAH

$398M

247 positions

#24BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$WT $KKR $SE $FITB $HUM

$1.0B

348 positions

#25SNS Financial Group, LLCActive

Some overlap · 6 shared positions

$WT $AMN $DOV $GLDM $FITB $HUM

$1.2B

208 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.