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 Strategies Wealth Advisors,

13F Portfolio OverlapQ1 2026Strategies Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Strategies Wealth Advisors, LLC is an institutional investor managing $995M across 193 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 Strategies Wealth Advisors, are Silver Coast Investments, Fairway Financial,, truNorth Financial Services,, with shared positions in $MS, $UNIT, $SNOW, $BRZE, $MAR, $HUM. The full ranking of 25 similar funds is below.

#1Silver Coast Investments LLCActive

Notable overlap · 4 shared positions

$MS $UNIT $SNOW $BRZE

$313M

119 positions

#2Fairway Financial, LLCActive

Notable overlap · 3 shared positions

$MS $UNIT $MAR

$132M

23 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 4 shared positions

$MS $HUM $UNIT $PLTR

$97M

49 positions

#4SVRN Asset Management, LLCActive

Notable overlap · 4 shared positions

$MS $UNIT $HUM $BRZE

$103M

37 positions

#5Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$MS $UNIT $PLTR

$173M

38 positions

#6Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $NEE $MAR $KO

$124M

101 positions

#7Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $HUM $GEV $GE

$156M

44 positions

#8Seven Springs Wealth Group, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $KO $GE

$432M

81 positions

#9TME FINANCIAL, INC.Passive

Notable overlap · 3 shared positions

$MS $UNIT $SNOW

$144M

65 positions

#10KOM Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$MS $HUM $BRZE $KO $GD

$147M

89 positions

#11Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$MS $UNIT $HUM $SYK $MAR

$453M

103 positions

#12LifeGoal Investments, LLCPassive

Notable overlap · 5 shared positions

$MS $HUM $SNOW $GEV $FBTC

$175M

112 positions

#13Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $BRZE

$945M

412 positions

#14DAGCO, INC.Passive

Notable overlap · 4 shared positions

$MS $HUM $NEE $MAR

$461M

353 positions

#15Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 4 shared positions

$MS $HUM $UNIT $NEE

$589M

590 positions

#16Provident Wealth Management, LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $UNIT $HUM $KO

$331M

134 positions

#17Capital Planning LLCActive

Notable overlap · 4 shared positions

$MS $HUM $MAR $GE

$307M

82 positions

#18Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $HUM $MAR $GE

$691M

138 positions

#19Valley Financial Group, Inc.Active

Notable overlap · 4 shared positions

$MS $SNOW $PLTR $BRZE

$185M

63 positions

#20Meridian Financial Partners LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $NEE $AMD $KO

$263M

121 positions

#21Madrid Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MS $SNOW $PLTR $GE

$133M

70 positions

#22Summit Investment Advisory Services, LLCActive

Notable overlap · 3 shared positions

$MS $HUM $BRZE

$269M

81 positions

#23Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $HUM

$493M

58 positions

#24Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$MS $HUM $KO

$120M

84 positions

#25Altus Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$MS $SNOW $MAR

$225M

28 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.