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 Wheelhouse Advisory Group

13F Portfolio OverlapQ1 2026Wheelhouse Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Wheelhouse Advisory Group LLC is an institutional investor managing $302M across 51 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 Wheelhouse Advisory Group are Blackston Financial Advisory Group,, Sherman Wealth, SWAN, with shared positions in $NTRB, $HUM, $MAR, $HSY, $KKR, $MCD. The full ranking of 25 similar funds is below.

#1Blackston Financial Advisory Group, LLCActive

Substantial overlap · 6 shared positions

$NTRB $HUM $MAR $HSY $KKR $MCD

$160M

106 positions

#2Sherman Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$NTRB $HUM $AMN $KKR

$116M

80 positions

#3SWAN Capital LLCPassive

Substantial overlap · 5 shared positions

$HUM $MAR $KKR $MCD $USB

$272M

554 positions

#4Ballast Financial Advisors LLCActive

Substantial overlap · 4 shared positions

$AMN $HUM $KKR $USB

$98M

68 positions

#5Praetorian Wealth Management, Inc.Active

Substantial overlap · 6 shared positions

$NTRB $MAR $HSY $HUM $USB $MCD

$526M

77 positions

#6Junk Investment Group, LLCPassive

Substantial overlap · 5 shared positions

$MAR $HUM $NTRB $HSY $KKR

$191M

88 positions

#7WMG Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$AMN $MAR $T $BA $EMR

$240M

100 positions

#8Portfolio Strategies, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $USB

$811M

75 positions

#9Compass Financial Group, INC/SDActive

Notable overlap · 8 shared positions

$MAR $HUM $DDOG $SNOW $KKR $MQY

$715M

105 positions

#10Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $HSY $SNOW

$1.8B

57 positions

#11Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $DDOG $KKR $USB

$255M

1,563 positions

#12Alexis Investment Partners, LLCActive

Notable overlap · 3 shared positions

$HUM $NTRB $MAR

$145M

35 positions

#13TRUST CO OF OKLAHOMAPassive

Notable overlap · 3 shared positions

$MAR $HSY $MCD

$343M

139 positions

#14CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$HUM $DDOG $SNOW $BA

$121M

54 positions

#15Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$NTRB $HUM $DDOG $SNOW $KKR $USB

$109M

1,311 positions

#16Seneca Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $DDOG $SNOW $KKR $USB $MCD

$341M

64 positions

#17Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$HUM $MAR $AMN $SNOW $DDOG $KKR

$745M

219 positions

#18Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $MAR $DDOG

$1.8B

413 positions

#19PGIM Custom Harvest LLCActive

Notable overlap · 3 shared positions

$MAR $HSY $HUM

$6.4B

276 positions

#20RCW Management, LLCPassive

Notable overlap · 4 shared positions

$MAR $HSY $HUM $KKR

$98M

68 positions

#21Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$NTRB $MAR $HUM $KKR $NEE $MCD

$151M

97 positions

#22Ariston Services GroupActive

Notable overlap · 5 shared positions

$HUM $SNOW $DDOG $BA $KKR

$167M

71 positions

#23GEN Financial Management, INC.Active

Notable overlap · 3 shared positions

$HUM $DDOG $AMN

$162M

51 positions

#24Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $HUM $SNOW $DDOG

$233M

676 positions

#25Echo Wealth Management, LLCActive

Notable overlap · 3 shared positions

$AMN $NTRB $SNOW

$174M

47 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.