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 Sterling Wealth ,

13F Portfolio OverlapQ1 2026Sterling Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Sterling Wealth Management, Inc. is an institutional investor managing $364M across 112 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 Sterling Wealth , are Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S, Donalies Financial Planning,, Verus Financial Partners,, with shared positions in $UNIT, $NKE, $BRZE, $KKR, $CMI, $SCHW. The full ranking of 25 similar funds is below.

#1Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 5 shared positions

$UNIT $NKE $BRZE $KKR $CMI

$111M

63 positions

#2Donalies Financial Planning, LLCActive

Notable overlap · 6 shared positions

$NKE $UNIT $BRZE $SCHW $KKR $MAR

$117M

74 positions

#3Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$UNIT $NKE $BRZE

$1.1B

121 positions

#4CLUNE & ASSOCIATES, LTD.Passive

Notable overlap · 6 shared positions

$NKE $BRZE $SCHW $UNIT $KKR $MCD

$532M

162 positions

#5Family CFO IncActive

Notable overlap · 4 shared positions

$UNIT $BRZE $NKE $SCHW

$223M

41 positions

#6Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $BRZE $SCHW

$1.4B

58 positions

#7Cherry Tree Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$UNIT $BRZE $SCHW $NKE $KKR $AXP

$473M

582 positions

#8Wrenne Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$UNIT $BRZE $SCHW

$255M

49 positions

#9LAM GROUP, INC.Passive

Notable overlap · 4 shared positions

$UNIT $NKE $SCHW $MAR

$182M

136 positions

#10Index Fund Advisors, Inc.Smart money

Notable overlap · 5 shared positions

$NKE $BRZE $UNIT $SCHW $MAR

$2.2B

127 positions

#11UNITED BANKActive

Notable overlap · 5 shared positions

$HUBB $MCD $SCHW $CMI $HON

$781M

121 positions

#12Arbor Wealth Advisors LLCActive

Notable overlap · 4 shared positions

$UNIT $BRZE $KKR $SCHW

$143M

56 positions

#13Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$UNIT $NKE $BRZE

$171M

106 positions

#14Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$UNIT $MCD $SCHW $BRZE $KKR

$365M

111 positions

#15Glass Jacobson Investment Advisors llcPassive

Notable overlap · 4 shared positions

$NKE $UNIT $BRZE $KKR

$290M

607 positions

#1625 LLCActive

Notable overlap · 3 shared positions

$UNIT $BRZE $NKE

$324M

69 positions

#17Clarity Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $SCHW $UNIT $NKE $KKR $MAR

$215M

95 positions

#18Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$NKE $BRZE $SCHW $HON

$114M

84 positions

#19Creekside PartnersPassive

Notable overlap · 5 shared positions

$UNIT $SCHW $BRZE $KKR $MCD

$243M

183 positions

#20PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$BRZE $UNIT $NKE $SCHW

$1.4B

283 positions

#21Brooklyn FI, LLCActive

Notable overlap · 3 shared positions

$UNIT $BRZE $SCHW

$476M

78 positions

#22Oath Planning, LLCActive

Some overlap · 4 shared positions

$UNIT $NKE $MCD $SCHW

$113M

69 positions

#23Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$UNIT $BRZE $SCHW

$950M

192 positions

#24MONOGRAPH WEALTH ADVISORS, LLCSmart money

Some overlap · 4 shared positions

$NKE $UNIT $SCHW $DE

$1.1B

144 positions

#25FAMILY WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$UNIT $SCHW $BRZE $NKE

$293M

105 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.