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 Abacus Wealth Partners

13F Portfolio OverlapQ2 2026Abacus Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Abacus Wealth Partners, LLC is an institutional investor managing $952M across 321 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Abacus Wealth Partners are Legend Advisors, First Pacific Financial, Ravenswood Partners, with shared positions in $NU, $ASML, $DELL, $NVS, $PWR, $MS. The full ranking of 25 similar funds is below.

#1Legend Capital Advisors LLCActive

Notable overlap · 3 shared positions

$NU $ASML $DELL

$184M

62 positions

#2First Pacific FinancialPassive

Some overlap · 3 shared positions

$NU $ASML $NVS

$839M

510 positions

#3Ravenswood Partners LPActive

Some overlap · 3 shared positions

$NU $ASML $PWR

$313M

36 positions

#4Ballentine Partners, LLCActive

Some overlap · 3 shared positions

$NU $MS $ASML

$8.2B

1,078 positions

#5Boston Common Asset Management, LLCPassive

Slight overlap · 4 shared positions

$NU $MS $ASML $NVS

$1.7B

186 positions

#6WCM INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$NU $ASML $NVS

$55.2B

266 positions

#7KOM Wealth Management Group, LLCActive

Slight overlap · 5 shared positions

$WPM $DELL $BMO $ETN $PWR

$165M

96 positions

#8BSW Wealth PartnersActive

Slight overlap · 4 shared positions

$NU $DELL $ASML $ASX

$899M

331 positions

#9Ramirez Asset Management, Inc.Passive

Slight overlap · 4 shared positions

$WPM $KB $ASX $ETN

$960M

360 positions

#10Quadcap Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$MS $DELL $ASML $ETN $NVS

$1.0B

432 positions

#11TODD ASSET MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$KB $MS $DELL $ING

$5.6B

182 positions

#12SeaBridge Investment Advisors LLCPassive

Slight overlap · 4 shared positions

$WPM $MS $ASML $PWR

$692M

188 positions

#13Bulltick Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$NU $DELL $ASML

$490M

134 positions

#14Legacy Edge Advisors, LLCActive

Slight overlap · 3 shared positions

$NU $MS $FLEX

$1.1B

239 positions

#15FLPUTNAM INVESTMENT MANAGEMENT COActive

Slight overlap · 4 shared positions

$MS $DELL $ASML $ETN

$8.4B

655 positions

#16LYELL WEALTH MANAGEMENT, LPPassive

Slight overlap · 4 shared positions

$MS $DELL $ASML $PWR

$1.6B

232 positions

#17Asio Capital, LLCActive

Slight overlap · 4 shared positions

$MS $DELL $ASML $PWR

$781M

109 positions

#18LWM Advisory Services, LLCPassive

Slight overlap · 3 shared positions

$NU $DELL $ETN

$56M

80 positions

#19Dynasty Wealth Management, LLCActive

Slight overlap · 4 shared positions

$DELL $ASML $FLEX $MS

$13.5B

367 positions

#20HCR Wealth AdvisorsActive

Slight overlap · 4 shared positions

$MS $DELL $ETN $PWR

$1.1B

259 positions

#21ACORN CREEK CAPITAL LLCActive

Slight overlap · 4 shared positions

$MS $ASML $ETN $NVS

$299M

87 positions

#22Glass Wealth Management Co LLCPassive

Slight overlap · 4 shared positions

$MS $ASML $ETN $NVS

$299M

69 positions

#23Gradient Investments LLCPassive

Slight overlap · 4 shared positions

$MS $ASML $ETN $PWR

$7.2B

448 positions

#24NIXON PEABODY TRUST COActive

Slight overlap · 4 shared positions

$MS $ASML $ETN $PWR

$1.4B

177 positions

#25SCHOLTZ & COMPANY, LLCPassive

Slight overlap · 4 shared positions

$MS $ASML $ETN $PWR

$200M

48 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.