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 Sound Stewardship,

13F Portfolio OverlapQ1 2026Sound Stewardship, portfolio →

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Most similar hedge funds by 13F overlap

Sound Stewardship, LLC is an institutional investor managing $242M across 73 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 Sound Stewardship, are Shakespeare Wealth ,, Madson Wealth Advisors, WJ Wealth ,, with shared positions in $SE, $WT, $MAR, $LNT, $MS, $DHR. The full ranking of 25 similar funds is below.

#1Shakespeare Wealth Management, LLCActive

Notable overlap · 4 shared positions

$SE $WT $MAR $LNT

$422M

98 positions

#2Madson Wealth Advisors IncPassive

Notable overlap · 4 shared positions

$SE $MS $DHR $IAU

$120M

84 positions

#3WJ Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLTR $WT $IAU

$214M

70 positions

#4Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$SE $WT $IAU

$395M

105 positions

#5Verum Partners LLCActive

Notable overlap · 3 shared positions

$SE $WT $DHR

$527M

176 positions

#6Aspect Partners, LLCPassive

Notable overlap · 5 shared positions

$SE $DHR $IAU $MAR $WT

$245M

709 positions

#7SUMMIT WEALTH & RETIREMENT PLANNING, INC.Active

Notable overlap · 3 shared positions

$GLTR $MS $MAR

$419M

108 positions

#8STOLZ & ASSOCIATES, PSSmart money

Notable overlap · 3 shared positions

$SE $NEE $IAU

$143M

30 positions

#9Envision Financial Planning, LLCActive

Notable overlap · 3 shared positions

$SE $NEE $IAU

$276M

51 positions

#10Stegent Equity Advisors, Inc.Passive

Some overlap · 3 shared positions

$GLTR $IAU $PWR

$117M

101 positions

#11Dodds Wealth, LLCSmart money

Some overlap · 3 shared positions

$SE $MAR $IAU

$407M

51 positions

#12Jordan Park Group LLCSmart money

Some overlap · 3 shared positions

$SE $MS $DHR

$1.9B

69 positions

#13Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$SE $WT $MS $DHR $IAU

$90M

65 positions

#14MCF Advisors LLCPassive

Some overlap · 3 shared positions

$SE $MS $DHR

$2.3B

1,338 positions

#15Ridge Creek Global, IncActive

Some overlap · 5 shared positions

$MAR $WT $NEE $IAU $PWR

$118M

85 positions

#16Courage Miller Partners, LLCActive

Some overlap · 3 shared positions

$GLTR $DHR $SE

$354M

92 positions

#17Bravias Capital Group, LLCActive

Some overlap · 4 shared positions

$MAR $WT $DHR $NEE

$153M

96 positions

#18CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$MAR $WT $NEE $IAU

$149M

96 positions

#19Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$MAR $WT $NEE $IAU

$589M

138 positions

#20Triad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$SE $WT $NEE $IAU

$1.3B

478 positions

#21Odyssey Capital Advisors, Inc.Passive

Some overlap · 3 shared positions

$MAR $SE $MS

$112M

97 positions

#22Centerline Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$SE $IAU $NEE

$278M

73 positions

#23Frontier Asset Management, LLCActive

Some overlap · 3 shared positions

$SE $WT $NEE

$477M

91 positions

#24Argo Wealth Advisory, LLCActive

Some overlap · 3 shared positions

$MAR $WT $NEE

$170M

48 positions

#25TD PRIVATE CLIENT WEALTH LLCPassive

Some overlap · 4 shared positions

$SE $MS $WT $MAR

$4.8B

1,649 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.