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 PROATHLETE WEALTH

13F Portfolio OverlapQ1 2026PROATHLETE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

PROATHLETE WEALTH MANAGEMENT LLC is an institutional investor managing $361M across 296 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 PROATHLETE WEALTH are ACORN FINANCIAL ADVISORY SERVICES /ADV, WMG Financial Advisors,, Financial Futures Ltd Liability, with shared positions in $AMN, $IBIT, $IAU, $VZ, $IBM, $NKE. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Some overlap · 3 shared positions

$AMN $IBIT $IAU

$730M

215 positions

#2WMG Financial Advisors, LLCActive

Some overlap · 3 shared positions

$AMN $IBIT $VZ

$240M

100 positions

#3Financial Futures Ltd Liability Co.Active

Some overlap · 5 shared positions

$AMN $IBIT $IBM $IAU $NKE

$228M

72 positions

#4Sanchez Levi GarrettActive

Some overlap · 4 shared positions

$AMN $IBIT $IAU $SBUX

$159M

74 positions

#5Apeiron RIA LLCPassive

Some overlap · 5 shared positions

$AMN $IBIT $IAU $LEN $NKE

$431M

204 positions

#6Widmann Financial Services, Inc.Passive

Some overlap · 6 shared positions

$AMN $IBM $KO $VZ $C $PFE

$168M

121 positions

#7Argent Advisors, Inc.Passive

Some overlap · 6 shared positions

$AMN $AXP $KO $VZ $MS $PFE

$366M

173 positions

#8Pacific Asset Management, LLCActive

Some overlap · 5 shared positions

$AMN $IBIT $IAU $SBUX $NKE

$179M

70 positions

#9Avantax Planning Partners, Inc.Active

Some overlap · 5 shared positions

$AMN $IBM $KO $VZ $TXN

$3.6B

435 positions

#10JDH Wealth Management, LLCActive

Some overlap · 4 shared positions

$AMN $IBIT $IAU $NKE

$148M

54 positions

#11Strategic Financial Planning, Inc.Active

Some overlap · 4 shared positions

$AMN $IBIT $IBM $MS

$171M

40 positions

#12Approach Retirement Advisors, LLCActive

Some overlap · 5 shared positions

$AMN $IBM $KO $IAU $NKE

$120M

79 positions

#13MFA WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$AMN $AXP $KO $IAU

$508M

88 positions

#14FIDELITY D & D BANCORP INCActive

Some overlap · 4 shared positions

$AMN $IBM $AXP $PGR

$249M

107 positions

#15Moisand Fitzgerald Tamayo, LLCActive

Some overlap · 6 shared positions

$AMN $IAU $AXP $KO $TXN $NKE

$931M

518 positions

#16RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 6 shared positions

$AMN $IAU $TXN $SBUX $MS $NKE

$296M

80 positions

#17Tarbox Group, Inc.Smart money

Some overlap · 6 shared positions

$AMN $IAU $IBIT $LOW $KO $PFE

$616M

95 positions

#18Tillman Hartley LLCActive

Some overlap · 5 shared positions

$AMN $KO $IAU $AXP $NKE

$398M

88 positions

#19WESPAC Advisors SoCal, LLCPassive

Some overlap · 5 shared positions

$AMN $IBM $KO $C $IAU

$470M

119 positions

#20Heritage Financial Services, LLC

Some overlap · 4 shared positions

$AMN $IBM $KO $AXP

$1.2B

126 positions

#21Fonville Wealth Management LLCPassive

Some overlap · 4 shared positions

$AMN $IBIT $IAU $NKE

$525M

138 positions

#22Andrews Advisory Associates, LLCActive

Some overlap · 5 shared positions

$AMN $IAU $TXN $LOW $NKE

$190M

82 positions

#23Flagstone Financial ManagementSmart money

Some overlap · 5 shared positions

$AMN $IAU $TXN $VZ $NKE

$403M

71 positions

#24REGATTA CAPITAL GROUP, LLCPassive

Some overlap · 4 shared positions

$AMN $KO $VZ $IAU

$661M

215 positions

#25NCM Capital Management, LLCPassive

Some overlap · 4 shared positions

$AMN $IBM $VZ $MS

$279M

185 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.