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 Etesian Wealth Advisors,

13F Portfolio OverlapQ1 2026Etesian Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Etesian Wealth Advisors, Inc. is an institutional investor managing $313M across 138 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 Etesian Wealth Advisors, are Boyce & Associates Wealth Consulting,, Systelligence,, Team Financial Group,, with shared positions in $WT, $FCFS, $AMN, $DOV, $SNOW, $XYZ. The full ranking of 25 similar funds is below.

#1Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 4 shared positions

$WT $FCFS $AMN $DOV

$132M

80 positions

#2Systelligence, LLCActive

Substantial overlap · 4 shared positions

$WT $SNOW $XYZ $DOV

$514M

56 positions

#3Team Financial Group, LLCActive

Notable overlap · 5 shared positions

$WT $AMN $SNOW $KKR $IBM

$220M

273 positions

#4INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $GILD $BAC

$252M

89 positions

#5WJ Interests, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $DOV $IBM

$260M

20 positions

#6SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$WT $KKR $BRZE

$139M

37 positions

#7Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$WT $DOV $SCHW $MCD $BRZE

$89M

81 positions

#8FFG RETIREMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $KKR $SNOW

$172M

43 positions

#9COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $FCFS $MCD

$157M

92 positions

#10IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $GILD

$446M

95 positions

#11Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $SNOW $SCHW

$132M

378 positions

#12RVW Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $FLEX $AMN

$1.3B

176 positions

#13SYM FINANCIAL CorpSmart money

Notable overlap · 4 shared positions

$WT $DOV $BRZE $XYZ

$1.0B

415 positions

#14BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $DOV $BRZE $KKR

$2.5B

453 positions

#15Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $XYZ $FLEX

$260M

97 positions

#16tru Independence LLCActive

Notable overlap · 3 shared positions

$WT $MCD $BAC

$202M

102 positions

#17RESOLUTE CAPITAL, LLCActive

Notable overlap · 4 shared positions

$WT $KKR $BRZE $GILD

$247M

57 positions

#18Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $MCD

$143M

395 positions

#19Reyes Financial Architecture, Inc.Active

Notable overlap · 3 shared positions

$WT $MCD $IBM

$122M

348 positions

#20Quattro Advisors LLC

Notable overlap · 3 shared positions

$WT $MCD $SCHW

$115M

51 positions

#21Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $KKR $GILD

$231M

56 positions

#22Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $SCHW

$3.2B

481 positions

#23Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $IBM

$501M

68 positions

#24Halbert, Hargrove/Russell LLCSmart money

Notable overlap · 4 shared positions

$WT $XYZ $SNOW $BRZE

$2.1B

372 positions

#25Glassman Wealth ServicesSmart money

Notable overlap · 6 shared positions

$WT $KKR $BRZE $AMN $SCHW $DOV

$736M

187 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.