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 OverlapQ1 2026Modern Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Modern Wealth Management, LLC is an institutional investor managing $5.8B across 877 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 Modern Wealth , are First Financial Group, Sanchez Wealth Group, Comprehensive Financial Planning, /PA, with shared positions in $JHG, $WT, $IAU, $GSAT, $NEE, $REGN. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $WT $IAU $GSAT $NEE

$122M

80 positions

#2Sanchez Wealth Management GroupActive

Notable overlap · 5 shared positions

$JHG $WT $REGN $SOLV $IAU

$462M

53 positions

#3Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $BAH $GSAT

$144M

387 positions

#4Symphony Financial Services, Inc.Passive

Notable overlap · 4 shared positions

$JHG $WT $REGN $HON

$195M

99 positions

#5CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $NEE $AMN

$309M

132 positions

#6Great Point Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $WT $SE $AMN

$542M

62 positions

#7Magnolia Private Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $IAU $AMN

$150M

134 positions

#8TruWealth Advisors, LLCActive

Notable overlap · 4 shared positions

$JHG $BAH $IAU $AMN

$2.1B

182 positions

#9NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 6 shared positions

$JHG $IAU $GSAT $NOW $AMN $SOLV

$777M

112 positions

#101 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $GSAT $REGN

$277M

270 positions

#11NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$JHG $WT $REGN

$232M

168 positions

#12WT Wealth ManagementPassive

Notable overlap · 3 shared positions

$JHG $WT $GSAT

$336M

138 positions

#13Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 4 shared positions

$JHG $WT $NEE $REGN

$589M

590 positions

#14BNB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $BAH $REGN

$156M

90 positions

#15Per Stirling Capital Management, LLC.Passive

Notable overlap · 7 shared positions

$JHG $WT $BAH $REGN $IAU $SOLV

$905M

310 positions

#16DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$JHG $BAH $IAU

$163M

58 positions

#17Hamilton Capital, LLCSmart money

Notable overlap · 5 shared positions

$JHG $WT $VLTO $IAU $SOLV

$1.9B

152 positions

#18Three Cord True Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$JHG $IAU $OUNZ $AMN

$180M

39 positions

#19Aureum Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $IAU $NOW $AMN $GSAT

$144M

60 positions

#20Medallion Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$JHG $REGN $WT $SOLV

$306M

1,121 positions

#21New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$JHG $WT $IAU $AMN

$866M

194 positions

#22Value Investment Professionals, LLCPassive

Some overlap · 4 shared positions

$JHG $WT $REGN $BTI

$89M

81 positions

#23HIGHLINE WEALTH PARTNERS LLCPassive

Some overlap · 4 shared positions

$JHG $IAU $SE $AXP

$392M

1,298 positions

#24Northwest Financial AdvisorsPassive

Some overlap · 3 shared positions

$JHG $BAH $SOLV

$52M

66 positions

#25Financial Enhancement Group LLCPassive

Some overlap · 4 shared positions

$JHG $NEE $GSAT $WT

$807M

135 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.