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 Able Wealth

13F Portfolio OverlapQ1 2026Able Wealth portfolio →

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Most similar hedge funds by 13F overlap

Able Wealth Management LLC is an institutional investor managing $374M across 138 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 Able Wealth are Roof Eidam Maycock Peralta,, KELLY FINANCIAL GROUP, Alpha Zero, with shared positions in $SOLV, $MDLZ, $SHW, $WT, $HUM, $SE. The full ranking of 25 similar funds is below.

#1Roof Eidam Maycock Peralta, LLCActive

Notable overlap · 5 shared positions

$SOLV $MDLZ $SHW $WT $HUM

$436M

125 positions

#2KELLY FINANCIAL GROUP LLCActive

Notable overlap · 7 shared positions

$SOLV $SHW $SE $NKE $PFE $LUV

$398M

100 positions

#3Alpha Zero LLCActive

Notable overlap · 4 shared positions

$SOLV $RELX $JHG $WT

$198M

79 positions

#4Vertex Planning Partners, LLCActive

Notable overlap · 8 shared positions

$SOLV $GLDM $SE $WT $DHR $JHG

$515M

135 positions

#5Sage Mountain Advisors LLCActive

Notable overlap · 5 shared positions

$SOLV $JHG $SHW $GLDM $NKE

$1.4B

281 positions

#6Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$SOLV $MDLZ $SE $HUM $DHR

$120M

84 positions

#7Warren Street Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$SOLV $GLDM $ABNB $WT

$393M

129 positions

#8WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$SOLV $MDLZ $WT $PFE

$340M

136 positions

#9Savant Capital, LLCActive

Some overlap · 5 shared positions

$SOLV $NKE $WT $SE $DHR

$20.7B

1,500 positions

#10REDW Wealth LLCActive

Some overlap · 4 shared positions

$SOLV $RELX $SE $WT

$251M

99 positions

#11Sanchez Wealth Management GroupActive

Some overlap · 3 shared positions

$SOLV $JHG $WT

$462M

53 positions

#12Spectrum Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$SOLV $WT $JHG $PEG

$269M

58 positions

#13WT Wealth ManagementPassive

Some overlap · 7 shared positions

$RELX $SHW $JHG $MDLZ $SHOP $GLDM

$336M

138 positions

#14RVW Wealth, LLCActive

Some overlap · 3 shared positions

$SOLV $WT $HUM

$1.3B

176 positions

#15ST GERMAIN D J CO INCPassive

Some overlap · 5 shared positions

$SOLV $JHG $SE $GMM $DHR

$2.5B

901 positions

#16EHRLICH FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$SOLV $MDLZ $JHG $GMM $HUM

$174M

112 positions

#17Hughes Financial Services, LLCActive

Some overlap · 3 shared positions

$SOLV $HUM $GMM

$651M

1,720 positions

#18Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$SOLV $HUM $DHR

$98M

68 positions

#19Prism Advisors, Inc.Active

Some overlap · 3 shared positions

$SOLV $NKE $WT

$375M

75 positions

#20Breakwater Capital GroupPassive

Some overlap · 5 shared positions

$SOLV $JHG $SE $NKE $WT

$747M

373 positions

#21TFC Financial Management, Inc.Active

Some overlap · 3 shared positions

$SOLV $WT $SHOP

$812M

998 positions

#22Waterway Wealth Management, LLCActive

Some overlap · 3 shared positions

$SOLV $ZBRA $WT

$452M

90 positions

#23SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 3 shared positions

$SOLV $JHG $PFE

$119M

61 positions

#24Goldstone Financial Group, LLCPassive

Some overlap · 3 shared positions

$SOLV $WT $DHR

$922M

228 positions

#25INTEGRATED CAPITAL MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$SOLV $WT $HUM

$150M

56 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.