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 Wallace Hart

13F Portfolio OverlapQ2 2026Wallace Hart portfolio →

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Most similar hedge funds by 13F overlap

Wallace Hart LLC is an institutional investor managing $160M across 45 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wallace Hart are Stegent Equity Advisors, Westwind, Atlas Wealth Partners, with shared positions in $TPL, $KLAC, $PWR, $TXN, $TMUS, $FIX. The full ranking of 25 similar funds is below.

#1Stegent Equity Advisors, Inc.Passive

Some overlap · 5 shared positions

$TPL $KLAC $PWR $TXN $TMUS

$140M

112 positions

#2Westwind CapitalPassive

Some overlap · 5 shared positions

$TPL $KLAC $FIX $TXN $ISRG

$422M

77 positions

#3Atlas Wealth Partners, LLCActive

Some overlap · 3 shared positions

$TPL $MSTR $ISRG

$92M

64 positions

#4Vivid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$TPL $KLAC $PWR

$284M

73 positions

#5Teamwork Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$TPL $KLAC $PWR

$1.1B

215 positions

#6MERIDIAN MANAGEMENT COActive

Slight overlap · 3 shared positions

$TPL $PWR $ISRG

$446M

84 positions

#7J. Team Financial, Inc.Passive

Slight overlap · 4 shared positions

$TPL $FIX $PWR $TXN

$103M

102 positions

#8Iyo Bank, Ltd.Active

Slight overlap · 5 shared positions

$KLAC $ROK $PWR $TXN $ISRG

$329M

32 positions

#9JGP Wealth Management, LLCActive

Slight overlap · 3 shared positions

$TPL $KLAC $FIX

$1.1B

231 positions

#10Realta Investment AdvisorsPassive

Slight overlap · 4 shared positions

$KLAC $PWR $TPL $MSTR

$322M

378 positions

#11Corsicana & Co.Passive

Slight overlap · 3 shared positions

$TPL $PWR $TXN

$206M

309 positions

#12Freedom Day Solutions, LLCActive

Slight overlap · 4 shared positions

$KLAC $PWR $FIX $TXN

$452M

134 positions

#13AZZAD ASSET MANAGEMENT INC /ADVPassive

Slight overlap · 4 shared positions

$KLAC $PWR $TPL $TXN

$1.1B

351 positions

#14Prosperity Financial Group, Inc.Passive

Slight overlap · 4 shared positions

$KLAC $ROK $PWR $ISRG

$323M

184 positions

#15Crestwood Advisors Group, LLCPassive

Slight overlap · 4 shared positions

$KLAC $PWR $NXPI $TXN

$6.7B

880 positions

#16FIRST TRUST ADVISORS LPPassive

Slight overlap · 4 shared positions

$KLAC $PWR $FIX $TXN

$170.0B

2,655 positions

#17Ascent Wealth Partners, LLCActive

Slight overlap · 3 shared positions

$KLAC $ROK $PWR

$1.0B

200 positions

#18FIRST COMMONWEALTH FINANCIAL CORP /PA/Active

Slight overlap · 3 shared positions

$KLAC $ROK $PWR

$715M

269 positions

#19HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Slight overlap · 3 shared positions

$KLAC $ROK $PWR

$217M

352 positions

#20Strategic Global Advisors, LLCPassive

Slight overlap · 3 shared positions

$KLAC $ROK $FIX

$702M

129 positions

#21RENAISSANCE GROUP LLCPassive

Slight overlap · 3 shared positions

$KLAC $ROK $FIX

$2.5B

234 positions

#22Markin Volterra Fund LPActive

Slight overlap · 3 shared positions

$KLAC $PWR $FIX

$147M

69 positions

#23Spire Wealth ManagementPassive

Slight overlap · 3 shared positions

$KLAC $PWR $FIX

$3.3B

2,226 positions

#24ZEVENBERGEN CAPITAL INVESTMENTS LLCActive

Slight overlap · 3 shared positions

$KLAC $PWR $FIX

$4.4B

109 positions

#25Davidson Capital Management Inc.Active

Slight overlap · 3 shared positions

$KLAC $PWR $FIX

$624M

96 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.