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 AIFG Consultants Ltd.

13F Portfolio OverlapQ4 2025AIFG Consultants Ltd. portfolio →

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Most similar hedge funds by 13F overlap

AIFG Consultants Ltd. is an institutional investor managing $58M across 54 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AIFG Consultants Ltd. are CONTINUUM WEALTH ADVISORS,, RM Financial Services,, Magnolia Private Wealth,, with shared positions in $GLDM, $WT, $GE, $GEV, $MU, $ANET. The full ranking of 25 similar funds is below.

#1CONTINUUM WEALTH ADVISORS, LLCActive

Substantial overlap · 5 shared positions

$GLDM $WT $GE $GEV $MU

$241M

70 positions

#2RM Financial Services, LLCActive

Notable overlap · 3 shared positions

$GLDM $ANET $SLV

$116M

75 positions

#3Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$JHG $GLDM $WT $GE $GEV

$150M

134 positions

#4My Portfolio Guide, LLCActive

Notable overlap · 3 shared positions

$GLDM $BAC $ANET

$181M

166 positions

#5Avid Wealth Partners LLCActive

Notable overlap · 6 shared positions

$GLDM $WT $JHG $GEV $BAC $MU

$212M

71 positions

#6Roan Capital PartnersPassive

Notable overlap · 3 shared positions

$GLDM $WT $SLV

$108M

77 positions

#7Capital Planning Advisors, LLCPassive

Notable overlap · 4 shared positions

$GLDM $WT $GEV $BAC

$692M

146 positions

#8Tradewinds Capital Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $MU $BAC

$504M

719 positions

#9OakTrust Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $FITB

$110M

68 positions

#10Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$GLDM $WT $SLV $MU

$597M

251 positions

#11Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $GE $GEV

$2.1B

152 positions

#12SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $WT $BAC

$676M

137 positions

#13CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $SLV

$309M

132 positions

#14First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $WT $GE $GEV

$122M

80 positions

#15WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $WT $GLDM

$336M

138 positions

#16Henderson Brothers Financial Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $JHG $WT $MU

$395M

105 positions

#17OneAscent Wealth Management LLCActive

Notable overlap · 4 shared positions

$JHG $MSTR $WT $BAC

$302M

157 positions

#18BLUE JEAN FINANCIAL LLCPassive

Notable overlap · 5 shared positions

$JHG $GE $GEV $BAC $MU

$121M

68 positions

#19Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $MU $SLV

$144M

387 positions

#20Beckerman Institutional, LLCPassive

Notable overlap · 3 shared positions

$GLDM $WT $BAC

$188M

121 positions

#21GREAT VALLEY ADVISOR GROUP, INC.Passive

Notable overlap · 4 shared positions

$WT $JHG $GLDM $SLV

$5.5B

999 positions

#22Evergreen Quality Fund GP, Ltd.Smart money

Notable overlap · 4 shared positions

$GLDM $GE $MU $GEV

$4.4B

40 positions

#23Vigilare Wealth ManagementActive

Notable overlap · 4 shared positions

$WT $JHG $GEV $GE

$296M

109 positions

#24SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$GLDM $ANET $WT

$4.9B

646 positions

#25Buck Wealth Strategies, LLCActive

Notable overlap · 3 shared positions

$JHG $GLDM $ALL

$810M

166 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.