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 CHANNEL WEALTH

13F Portfolio OverlapQ1 2026CHANNEL WEALTH portfolio →

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Most similar hedge funds by 13F overlap

CHANNEL WEALTH LLC is an institutional investor managing $413M across 174 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 CHANNEL WEALTH are Westview dba Westview Investment Advisors, ATWOOD & PALMER, Cox Mgt, with shared positions in $JHG, $INTU, $AZN, $MELI, $VRTX, $UBER. The full ranking of 25 similar funds is below.

#1Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 5 shared positions

$JHG $INTU $AZN $MELI $VRTX

$192M

70 positions

#2ATWOOD & PALMER INCPassive

Notable overlap · 5 shared positions

$JHG $MELI $UBER $VRTX $KMB

$1.8B

531 positions

#3Cox Capital Mgt LLCPassive

Some overlap · 4 shared positions

$JHG $UBER $ASML $AZN

$151M

73 positions

#4Paragon Advisors, LLCActive

Some overlap · 5 shared positions

$JHG $ASML $MELI $VEEV $ANET

$371M

76 positions

#5Pictet North America Advisors SAActive

Some overlap · 4 shared positions

$JHG $MELI $ASML $AZN

$1.0B

154 positions

#6Ravenswood Partners LPPassive

Some overlap · 5 shared positions

$MELI $INTU $UBER $ASML $NU

$271M

35 positions

#7Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$JHG $WT $HUM $OKTA $MELI

$181M

177 positions

#8HEADINVEST, LLCPassive

Some overlap · 4 shared positions

$JHG $HUM $INTU $LIN

$488M

225 positions

#9Boomfish Wealth Group, LLCPassive

Some overlap · 5 shared positions

$JHG $ASML $MELI $VRTX $ANET

$187M

87 positions

#10PARAGON CAPITAL MANAGEMENT INCPassive

Some overlap · 3 shared positions

$JHG $MELI $UBER

$118M

70 positions

#11Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 3 shared positions

$JHG $WT $HUM

$589M

590 positions

#12Weaver Consulting GroupPassive

Some overlap · 3 shared positions

$JHG $HUM $OKTA

$420M

275 positions

#13Destiny Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$JHG $HUM $UBER $OKTA

$914M

1,148 positions

#14SOMA EQUITY PARTNERS LPActive

Some overlap · 4 shared positions

$MELI $INTU $UBER $ASML

$1.4B

20 positions

#15WT Wealth ManagementPassive

Some overlap · 3 shared positions

$JHG $WT $UBER

$336M

138 positions

#16Bulwark Capital CorpActive

Some overlap · 3 shared positions

$JHG $HUM $WT

$162M

100 positions

#17OneAscent Wealth Management LLCActive

Some overlap · 3 shared positions

$JHG $WT $HUM

$302M

157 positions

#18Vigilare Wealth ManagementActive

Some overlap · 3 shared positions

$JHG $WT $HUM

$296M

109 positions

#19Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $MCK

$89M

81 positions

#201 NORTH WEALTH SERVICES LLCPassive

Some overlap · 3 shared positions

$JHG $WT $OKTA

$277M

270 positions

#21AIFG Consultants Ltd.

Some overlap · 3 shared positions

$JHG $WT $ANET

$58M

54 positions

#22ZEVIN ASSET MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MELI $ASML $AZN $LIN $HDB

$723M

93 positions

#23TRILLIUM ASSET MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$ASML $AZN $LIN $VRTX $MELI $INTU

$3.0B

230 positions

#24New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$JHG $HUM $WT $OKTA

$866M

194 positions

#25Mason & Associates IncActive

Some overlap · 3 shared positions

$JHG $WT $ASML

$516M

160 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.