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 Signal Advisors Wealth,

13F Portfolio OverlapQ1 2026Signal Advisors Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Signal Advisors Wealth, LLC is an institutional investor managing $1.5B across 582 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 Signal Advisors Wealth, are Second Line ,, Lord & Richards Wealth ,, Strong Retirement Solutions, with shared positions in $DUK, $PWR, $FANG, $GMM, $APH, $AMT. The full ranking of 25 similar funds is below.

#1Second Line Capital, LLCActive

Notable overlap · 13 shared positions

$DUK $PWR $FANG $GMM $APH $AMT

$528M

185 positions

#2Lord & Richards Wealth Management, LLCActive

Notable overlap · 11 shared positions

$DUK $PWR $FANG $NOW $APH $AMT

$114M

50 positions

#3Strong Retirement Solutions LLCPassive

Notable overlap · 11 shared positions

$PWR $ABNB $FANG $NOW $APH $AMT

$143M

86 positions

#4Park Place Capital CorpPassive

Notable overlap · 10 shared positions

$DUK $PWR $FANG $AMT $APH $PGR

$499M

850 positions

#56th Street Advisors, LLCActive

Notable overlap · 10 shared positions

$DUK $PWR $FANG $AMT $PGR $APH

$159M

59 positions

#6Mendel Money ManagementPassive

Some overlap · 5 shared positions

$DUK $PWR $JHG $NOW $APH

$239M

137 positions

#7SevenBridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$DUK $PWR $FANG

$640M

202 positions

#8Aptus Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$DUK $UPST $FANG $PGR $PWR

$12.7B

1,671 positions

#9Oak Grove Capital LLCSmart money

Some overlap · 4 shared positions

$DUK $UPST $AMD $NOW

$1.2B

92 positions

#10GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Some overlap · 4 shared positions

$DUK $WT $ABNB $PWR

$1.6B

611 positions

#11Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$DUK $JHG $IBIT

$550M

74 positions

#12MARIPAU WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$DUK $IBIT $FANG $PWR

$227M

166 positions

#13Clarus Group, Inc.Active

Some overlap · 4 shared positions

$DUK $PWR $FANG $PGR

$279M

113 positions

#14KFG WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$DUK $GMM $PWR

$774M

216 positions

#15BROGAN FINANCIAL, INC.Smart money

Some overlap · 4 shared positions

$DUK $PWR $FANG $AMT

$227M

56 positions

#16Qsemble Capital Management, LPPassive

Some overlap · 6 shared positions

$DUK $NOW $PGR $FANG $CPRT $BR

$1.3B

430 positions

#17EdgeRock Capital LLCActive

Some overlap · 3 shared positions

$DUK $JHG $PGR

$370M

126 positions

#18Blackhawk Capital Partners, LLCPassive

Some overlap · 5 shared positions

$PWR $JHG $APH $UPST $WT

$273M

141 positions

#19Lionshead Wealth Management, LLCPassive

Some overlap · 5 shared positions

$PWR $JHG $UPST $WT $AMD

$136M

108 positions

#20MBE Wealth Management, LLCActive

Some overlap · 3 shared positions

$DUK $UPST $WT

$241M

141 positions

#21ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DUK $PWR $FANG

$237M

89 positions

#22Pandora Wealth, Inc.

Some overlap · 4 shared positions

$DUK $IBIT $PWR $BR

$165M

224 positions

#23Impact Investors, IncPassive

Some overlap · 5 shared positions

$PWR $NOW $APH $UPST $AMD

$144M

106 positions

#24SILVER OAK SECURITIES, IncPassive

Some overlap · 4 shared positions

$DUK $ABNB $JHG $WT

$1.4B

781 positions

#25SWS PartnersPassive

Some overlap · 3 shared positions

$DUK $NOW $APH

$405M

112 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.