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 Long Island Wealth ,

13F Portfolio OverlapQ1 2026Long Island Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Long Island Wealth Management, Inc. is an institutional investor managing $216M across 89 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 Long Island Wealth , are Compass Advisory Group, Orcam Financial Group, Financial Symmetry, with shared positions in $DOV, $LEN, $COP, $MKL, $REGN, $DDOG. The full ranking of 25 similar funds is below.

#1Compass Advisory Group LLCActive

Substantial overlap · 12 shared positions

$DOV $LEN $COP $MKL $REGN $DDOG

$374M

86 positions

#2Orcam Financial GroupSmart money

Substantial overlap · 6 shared positions

$DOV $MKL $MAR $COP $USB $DDOG

$141M

62 positions

#3Financial Symmetry IncSmart money

Notable overlap · 3 shared positions

$DOV $IBM $NKE

$281M

63 positions

#4CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 3 shared positions

$DOV $HUM $DDOG

$6.3B

64 positions

#5THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$DOV $MKL $COP

$344M

44 positions

#6Pacific Park Financial, Inc.Active

Notable overlap · 5 shared positions

$DOV $COP $DDOG $SNOW $MAR

$153M

73 positions

#7Intelligent Financial StrategiesSmart money

Notable overlap · 5 shared positions

$DOV $COP $HUM $HSY $MKL

$192M

62 positions

#8Midwestern Financial, LLC /IAActive

Notable overlap · 5 shared positions

$LEN $DOV $MAR $HUM $DDOG

$127M

54 positions

#9GoalFusion Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$DOV $USB $MKL $IBM

$220M

30 positions

#10Prentice Wealth Management LLCActive

Notable overlap · 3 shared positions

$DOV $HUM $IBM

$443M

117 positions

#11HFM Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $IBM $ED

$260M

1,210 positions

#12Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$LEN $COP $USB

$184M

56 positions

#13ATX Financial Planning, LLCPassive

Notable overlap · 3 shared positions

$LEN $MAR $AGQ

$132M

81 positions

#14Hegarty Advisors, LLCActive

Notable overlap · 5 shared positions

$DOV $COP $MKL $HUM $USB

$127M

57 positions

#15PTM WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$LEN $REGN $DOV

$189M

56 positions

#16Hopwood Financial Services, Inc.Active

Notable overlap · 6 shared positions

$LEN $MAR $HSY $HUM $AMGN $IBM

$148M

83 positions

#17Resolute Advisors LLCActive

Notable overlap · 3 shared positions

$LEN $MAR $DOV

$242M

90 positions

#18Wealthquest CorpSmart money

Notable overlap · 6 shared positions

$LEN $USB $HSY $AMGN $HUM $IBM

$1.3B

148 positions

#19Lakewood Asset Management LLCPassive

Notable overlap · 4 shared positions

$DOV $COP $MKL $DDOG

$156M

107 positions

#20Financial Services Advisory IncActive

Notable overlap · 3 shared positions

$LEN $REGN $AGQ

$210M

58 positions

#21GERMAN AMERICAN BANCORP, INC.Active

Notable overlap · 3 shared positions

$LEN $COP $HON

$1.2B

148 positions

#22HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$DOV $SNOW $COP

$187M

72 positions

#23CINCINNATI CASUALTY COActive

Notable overlap · 3 shared positions

$DOV $USB $HON

$191M

24 positions

#24WHI TRUST Co LLCSmart money

Notable overlap · 5 shared positions

$LEN $AMGN $HUM $MAR $HSY

$133M

88 positions

#25TLWMSmart money

Notable overlap · 3 shared positions

$LEN $HON $COP

$555M

69 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.