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 Solutions 4 Wealth, Ltd

13F Portfolio OverlapQ1 2026Solutions 4 Wealth, Ltd portfolio →

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Most similar hedge funds by 13F overlap

Solutions 4 Wealth, Ltd is an institutional investor managing $66M across 55 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 Solutions 4 Wealth, Ltd are Catalyst Investment, Lunt ,, IAM Advisory,, with shared positions in $WT, $DHR, $BAC, $MAR, $GSAT, $NVS. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCActive

Substantial overlap · 3 shared positions

$WT $DHR $BAC

$90M

65 positions

#2Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $DHR $MAR $GSAT

$260M

97 positions

#3IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $GSAT $NVS $GILD

$446M

95 positions

#4Sharper & Granite LLCActive

Notable overlap · 6 shared positions

$WT $MAR $COP $UNIT $GILD $DHR

$293M

107 positions

#5New Vernon Capital Holdings II LLCActive

Notable overlap · 3 shared positions

$WT $NVS $MAR

$136M

77 positions

#6Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $DHR $GILD $GSAT

$231M

56 positions

#7JBGlobal.com LLCActive

Notable overlap · 4 shared positions

$WT $COP $UNIT $NVS

$102M

27 positions

#8CATHY PARETO & ASSOCIATES, INCActive

Notable overlap · 4 shared positions

$WT $MAR $UNIT $QUBT

$149M

96 positions

#9tru Independence LLCActive

Notable overlap · 4 shared positions

$WT $MAR $BAC $TT

$202M

102 positions

#10Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $COP

$126M

67 positions

#11truNorth Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$WT $COP $UNIT

$97M

49 positions

#12Systelligence, LLCPassive

Notable overlap · 3 shared positions

$WT $MAR $GSAT

$514M

56 positions

#13Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $GSAT $COP

$1.2B

177 positions

#14MB, LEVIS & ASSOCIATES, LLCActive

Notable overlap · 5 shared positions

$WT $NVS $UNIT $COP $MAR

$240M

234 positions

#15RATIONAL ADVISORS, INC.Active

Notable overlap · 3 shared positions

$WT $GSAT $BAC

$980M

179 positions

#16Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $MAR $DHR

$153M

96 positions

#17WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $COP $UNIT

$508M

107 positions

#18COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $COP $GSAT

$157M

92 positions

#19Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $MAR $UNIT

$133M

57 positions

#20Etesian Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$WT $GILD $BAC

$313M

138 positions

#21SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $BAC $NVS $MAR

$300M

88 positions

#22Warner Group LLCActive

Notable overlap · 3 shared positions

$WT $GSAT $MAR

$153M

78 positions

#23Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $MAR $COP $GSAT

$153M

344 positions

#24Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $GSAT $UNIT

$491M

147 positions

#25WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $BAC

$115M

117 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.