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 Noble Family Wealth,

13F Portfolio OverlapQ1 2026Noble Family Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Noble Family Wealth, LLC is an institutional investor managing $484M across 76 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 Noble Family Wealth, are Reality Financial Planning Services,, Wingate Wealth Advisors,, SWAN, with shared positions in $HUM, $WT, $SNOW, $KKR, $UPST, $UNIT. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $WT $SNOW $KKR

$104M

20 positions

#2Wingate Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$HUM $WT $UPST

$187M

121 positions

#3SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $UNIT $MCD $KKR $MKL

$272M

554 positions

#4Trust Point Inc.Active

Notable overlap · 6 shared positions

$HUM $WT $UNIT $MKL $NEE $FAST

$1.2B

521 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $UNIT $KKR

$116M

80 positions

#6ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 6 shared positions

$HUM $UNIT $WT $SNOW $MKL $NKE

$753M

159 positions

#7360 Financial, Inc.Active

Notable overlap · 5 shared positions

$HUM $SNOW $KKR $MS $FAST

$332M

80 positions

#8Ariston Services GroupActive

Notable overlap · 3 shared positions

$HUM $SNOW $KKR

$167M

71 positions

#9Cascades Capital Asset Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MCD $MS

$239M

158 positions

#10Wheelhouse Advisory Group LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $MCD $KKR $NEE

$302M

51 positions

#11Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$HUM $WT $MKL $NKE

$114M

68 positions

#12FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $UNIT $KKR

$176M

104 positions

#13Grove Street Fiduciary, LLCActive

Notable overlap · 7 shared positions

$HUM $WT $UNIT $SNOW $MKL $UPST

$227M

74 positions

#14Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $UNIT $MKL $NKE

$223M

41 positions

#15GreatBanc Trust COActive

Notable overlap · 6 shared positions

$HUM $WT $UNIT $MKL $MCD $KKR

$143M

67 positions

#16Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $UNIT $WT

$476M

199 positions

#17Seneca Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $SE $KKR $MCD

$341M

64 positions

#18Confluence Wealth Services, Inc.Active

Notable overlap · 5 shared positions

$HUM $SNOW $MS $NKE $NEE

$2.6B

365 positions

#19Hubbell Strickland Wealth Management, LLCActive

Notable overlap · 5 shared positions

$HUM $MCD $KKR $MS $AFL

$251M

83 positions

#20Granite FO LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $KKR $WM $UPS

$169M

170 positions

#21Buska Wealth Management, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $TT $WM

$249M

74 positions

#22Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$HUM $UPST $KKR

$160M

52 positions

#23Prodigy Asset Management LLCSmart money

Notable overlap · 3 shared positions

$HUM $UPST $MS

$300M

28 positions

#24Aurdan Capital Management, LLCActive

Notable overlap · 3 shared positions

$HUM $NKE $AFL

$333M

88 positions

#25ASPIRIANT, LLCActive

Notable overlap · 8 shared positions

$HUM $UNIT $WT $CTVA $MKL $SE

$3.5B

338 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.