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 SARD WEALTH GROUP,

13F Portfolio OverlapQ1 2026SARD WEALTH GROUP, portfolio →

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Most similar hedge funds by 13F overlap

SARD WEALTH MANAGEMENT GROUP, LLC is an institutional investor managing $184M across 60 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 SARD WEALTH GROUP, are ECLECTIC ASSOCIATES /ADV, Cannon Wealth Services,, Centerpoint Advisory Group, with shared positions in $HUM, $BAH, $PLTR, $KO, $T, $SO. The full ranking of 25 similar funds is below.

#1ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$HUM $BAH $PLTR $KO

$753M

159 positions

#2Cannon Wealth Management Services, LLCPassive

Some overlap · 5 shared positions

$HUM $BAH $KO $T $SO

$148M

85 positions

#3Centerpoint Advisory GroupPassive

Some overlap · 4 shared positions

$HUM $BAH $BAC $SAN

$133M

108 positions

#4Leo H. Evart, Inc.Passive

Some overlap · 3 shared positions

$HUM $BAH $T

$117M

298 positions

#5EQ WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$HUM $BAH $IAU

$171M

54 positions

#6Laurel Wealth Advisors LLCActive

Some overlap · 5 shared positions

$HUM $KO $SO $BAC $UPS

$1.0B

192 positions

#7Councilmark Asset Management, LLCActive

Some overlap · 4 shared positions

$HUM $MCK $BAC $ACN

$174M

85 positions

#8Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $BAH $IAU

$405M

298 positions

#9INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive

Some overlap · 4 shared positions

$HUM $KO $MCK $BAC

$314M

130 positions

#10WEST PACES ADVISORS INC.Active

Some overlap · 4 shared positions

$HUM $SO $KO $BAC

$516M

197 positions

#11SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 3 shared positions

$HUM $BAH $KO

$222M

135 positions

#12Kellett Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $MCK $KO

$184M

79 positions

#13SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$HUM $SO $KO $SAN

$212M

66 positions

#14HANOVER ADVISORS INCActive

Some overlap · 4 shared positions

$HUM $KO $PLTR $BAC

$246M

118 positions

#15DAHRING {-} CUSMANO LLCActive

Some overlap · 4 shared positions

$HUM $BAH $PLTR $IAU

$163M

58 positions

#16Kagan Cocozza Asset ManagementActive

Some overlap · 5 shared positions

$HUM $KO $ED $BAC $IBIT

$142M

69 positions

#17Enclave Advisors LLCActive

Some overlap · 3 shared positions

$HUM $KO $PLTR

$729M

132 positions

#18Intellus Advisors LLCActive

Some overlap · 4 shared positions

$HUM $PLTR $UPS $IAU

$732M

125 positions

#19MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 5 shared positions

$HUM $BAC $T $IAU $SAN

$136M

80 positions

#20Carson Advisory Inc.Passive

Some overlap · 7 shared positions

$BAH $HUM $SO $KO $T $D

$193M

188 positions

#21CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Some overlap · 3 shared positions

$HUM $KO $UPS

$184M

66 positions

#22Principle Wealth Partners LLCActive

Some overlap · 4 shared positions

$HUM $BAH $SO $KO

$1.7B

380 positions

#23Blackston Financial Advisory Group, LLCActive

Some overlap · 3 shared positions

$HUM $MCK $DNP

$160M

106 positions

#24Blossom Wealth ManagementPassive

Some overlap · 4 shared positions

$HUM $KO $BAC $IAU

$67M

74 positions

#25Jackson, Grant Investment Advisers, Inc.Active

Some overlap · 3 shared positions

$HUM $KO $T

$300M

398 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.