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 White Wing Wealth

13F Portfolio OverlapQ1 2026White Wing Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

White Wing Wealth Management is an institutional investor managing $192M across 40 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 White Wing Wealth are Confluence Wealth Services,, Western Pacific Wealth ,, ECLECTIC ASSOCIATES /ADV, with shared positions in $HUM, $CRM, $NKE, $SNOW, $AMD, $PLTR. The full ranking of 25 similar funds is below.

#1Confluence Wealth Services, Inc.Active

Notable overlap · 4 shared positions

$HUM $CRM $NKE $SNOW

$2.6B

365 positions

#2Western Pacific Wealth Management, LPActive

Notable overlap · 4 shared positions

$HUM $CRM $AMD $PLTR

$98M

197 positions

#3ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 5 shared positions

$HUM $NKE $SNOW $UNIT $PLTR

$753M

159 positions

#4Paragon Capital Management LtdActive

Notable overlap · 3 shared positions

$HUM $CRM $UNIT

$476M

199 positions

#5Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $AMD $UNIT

$116M

80 positions

#6CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $ADBE $SNOW

$121M

54 positions

#7Noble Family Wealth, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $UNIT $NKE

$484M

76 positions

#8Family CFO IncActive

Notable overlap · 3 shared positions

$HUM $NKE $UNIT

$223M

41 positions

#9Joel Isaacson & Co., LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $UNIT

$3.0B

455 positions

#10360 Financial, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $PLTR

$332M

80 positions

#11SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$HUM $UNIT $PLTR $AMD

$272M

554 positions

#12Intellus Advisors LLCActive

Notable overlap · 4 shared positions

$HUM $AMD $SOFI $PLTR

$732M

125 positions

#13PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$HUM $SNOW $UNIT

$198M

106 positions

#14ASPIRIANT, LLCActive

Notable overlap · 4 shared positions

$HUM $NKE $UNIT $ADBE

$3.5B

338 positions

#15Enclave Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $SNOW $PLTR

$729M

132 positions

#16HANOVER ADVISORS INCActive

Notable overlap · 4 shared positions

$HUM $SNOW $NKE $PLTR

$246M

118 positions

#17MOTIVE WEALTH ADVISORSActive

Notable overlap · 3 shared positions

$HUM $AMD $PLTR

$213M

92 positions

#18Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $UNIT

$194M

54 positions

#19Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $SNOW $UNIT $SOFI $PLTR

$745M

219 positions

#20Whitegate Investment Counselors, Inc.Active

Notable overlap · 3 shared positions

$HUM $SNOW $UNIT

$315M

68 positions

#21Compton Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$HUM $CRM $UNIT

$449M

85 positions

#22Wealth Architects, LLCPassive

Some overlap · 4 shared positions

$HUM $NKE $UNIT $PLTR

$1.1B

244 positions

#23Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$HUM $SNOW $UNIT

$227M

74 positions

#24American Financial Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $SNOW $UNIT

$750M

159 positions

#25Capital Advantage, Inc.Active

Some overlap · 3 shared positions

$HUM $AMD $UNIT

$765M

145 positions

Compare White Wing Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View White Wing Wealth’s holdings

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.