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 TWIN PEAKS WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026TWIN PEAKS WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

TWIN PEAKS WEALTH ADVISORS, LLC is an institutional investor managing $397M across 2,369 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 TWIN PEAKS WEALTH ADVISORS, are STONEHAVEN WEALTH & TAX SOLUTIONS,, Holistic Financial Partners, Pacific Excel Wealth Advisors,, with shared positions in $FCFS, $SE, $LEN, $OTIS, $IAU, $MAR. The full ranking of 25 similar funds is below.

#1STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$FCFS $SE $LEN

$113M

82 positions

#2Holistic Financial PartnersActive

Some overlap · 4 shared positions

$FCFS $OTIS $IAU $MAR

$269M

146 positions

#3Pacific Excel Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$SE $LEN $OTIS $IAU

$95M

140 positions

#4THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$SE $LEN $BRZE $MAR

$285M

94 positions

#5Integrated Wealth ManagementPassive

Some overlap · 4 shared positions

$SE $LEN $BRZE $MAR

$87M

95 positions

#6Synergy Investment Management, LLCPassive

Some overlap · 3 shared positions

$FCFS $SE $IAU

$306M

911 positions

#7HARBOUR INVESTMENTS, INC.Passive

Some overlap · 4 shared positions

$FCFS $BRZE $BTSG $MAR

$6.5B

4,673 positions

#8Trilogy Capital Inc.Passive

Some overlap · 3 shared positions

$FCFS $SE $KLAC

$2.3B

390 positions

#9Capital Investment Advisory Services, LLCPassive

Some overlap · 4 shared positions

$FCFS $LEN $SE $AMD

$1.4B

1,206 positions

#10Nova Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$FCFS $IAU $AMD $MAR

$154M

545 positions

#11One Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$SE $LEN $IAU $MCK

$803M

304 positions

#12Daviman Financial, LLCPassive

Some overlap · 3 shared positions

$SE $LEN $BRZE

$169M

84 positions

#13Dentgroup LLC

Some overlap · 4 shared positions

$SE $LEN $IAU $MAR

$146M

93 positions

#14Mill Creek Capital Advisors, LLCActive

Some overlap · 4 shared positions

$SE $BRZE $IAU $LEN

$4.9B

260 positions

#15Walkner Condon Financial Advisors LLCPassive

Some overlap · 3 shared positions

$FCFS $IAU $BTSG

$759M

322 positions

#16Triad Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$SE $LEN $IAU $BTSG $TXN

$1.3B

478 positions

#17DEFINED WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$FCFS $OTIS $MCK

$171M

109 positions

#18Bensler, LLCPassive

Some overlap · 3 shared positions

$FCFS $IAU $KLAC

$969M

194 positions

#19EdgeRock Capital LLCActive

Slight overlap · 3 shared positions

$FCFS $BTSG $BRZE

$370M

126 positions

#20Hoxton Planning & Management, LLCPassive

Slight overlap · 4 shared positions

$SE $BRZE $IAU $MAR

$333M

216 positions

#21Coordinated Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$SE $BRZE $LEN

$174M

176 positions

#22Strategic Blueprint, LLCPassive

Slight overlap · 3 shared positions

$SE $LEN $IAU

$1.7B

639 positions

#23Arcadia Wealth Management, LLCActive

Slight overlap · 3 shared positions

$SE $LEN $IAU

$276M

67 positions

#24Asempa Wealth AdvisorsPassive

Slight overlap · 3 shared positions

$SE $LEN $IAU

$115M

115 positions

#25CURTIS WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$SE $LEN $IAU

$107M

50 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.