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 Modern Wealth

13F Portfolio OverlapQ2 2026Modern Wealth portfolio →

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Most similar hedge funds by 13F overlap

Modern Wealth Management, LLC is an institutional investor managing $8.4B across 1,109 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Modern Wealth are Signet Investment Advisory Group, Lionhunter, Plan Group Financial, with shared positions in $IAU, $NEE, $AXP, $HON, $HONA, $KMI. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive

Some overlap · 5 shared positions

$IAU $NEE $AXP $HON $HONA

$227M

73 positions

#2Lionhunter Capital Management, LLCPassive

Some overlap · 6 shared positions

$NEE $AXP $HON $HONA $KMI $BA

$222M

109 positions

#3Plan Group Financial, LLCPassive

Some overlap · 3 shared positions

$OUNZ $IAU $NOTV

$510M

228 positions

#4Spectrum Planning & Advisory Services Inc.Active

Some overlap · 4 shared positions

$OUNZ $IAU $AXP $BA

$223M

120 positions

#5Vision Capital Management, Inc.Active

Some overlap · 4 shared positions

$IAU $NEE $HON $HONA

$882M

151 positions

#6Ridge Creek Global, IncPassive

Some overlap · 4 shared positions

$IAU $NEE $HON $HONA

$129M

94 positions

#7DiNuzzo Private Wealth, Inc.Active

Some overlap · 3 shared positions

$OUNZ $NEE $HONA

$1.0B

1,368 positions

#8Morton Capital Management LLC/CASmart money

Some overlap · 4 shared positions

$OUNZ $IAU $KMI $HON

$828M

154 positions

#9Three Cord True Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$OUNZ $IAU $BA

$210M

43 positions

#10Meixler Investment Management, Ltd.Passive

Some overlap · 4 shared positions

$OUNZ $HON $HONA $KMI

$181M

90 positions

#11Alaethes Wealth, LLCPassive

Some overlap · 4 shared positions

$IAU $NEE $BTI $KMI

$345M

111 positions

#12Guild Investment Management, Inc.Active

Some overlap · 3 shared positions

$OUNZ $NEE $HON

$146M

59 positions

#13WESPAC Advisors, LLCPassive

Some overlap · 3 shared positions

$OUNZ $IAU $BTI

$198M

202 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 4 shared positions

$NEE $AXP $HON $HONA

$321M

107 positions

#15Bigelow Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $NEE $AXP

$281M

154 positions

#16Hamilton Point Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $NEE $AXP

$710M

193 positions

#17Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$IAU $NEE $AXP

$1.4B

275 positions

#18Alhambra Investment Partners LLCPassive

Slight overlap · 3 shared positions

$IAU $NEE $AXP

$234M

184 positions

#19Narwhal Capital ManagementActive

Slight overlap · 3 shared positions

$IAU $NEE $AXP

$1.4B

157 positions

#20Tandem Investment Partners LLCActive

Slight overlap · 4 shared positions

$NEE $AXP $HON $HONA

$129M

76 positions

#21WISCONSIN CAPITAL MANAGEMENT LLCActive

Slight overlap · 5 shared positions

$AXP $HON $HONA $KMI $IAU

$211M

47 positions

#22MFA WEALTH ADVISORS, LLCActive

Slight overlap · 4 shared positions

$IAU $AXP $BA $NEE

$589M

93 positions

#23BFSG, LLCPassive

Slight overlap · 3 shared positions

$IAU $NEE $AXP

$1.1B

768 positions

#24LYNCH & ASSOCIATES/INPassive

Slight overlap · 4 shared positions

$NEE $HON $HONA $BA

$699M

128 positions

#25Financial & Tax Architects, LLCPassive

Slight overlap · 3 shared positions

$IAU $NEE $OUNZ

$486M

109 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.