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 OverlapQ1 2026Wallace Hart portfolio →

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Most similar hedge funds by 13F overlap

Wallace Hart LLC is an institutional investor managing $73M across 34 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 Wallace Hart are Atlas Wealth Partners,, PROMETHIUM ADVISORS,, Winter & Associates,, with shared positions in $TPL, $MSTR, $ISRG, $PWR, $XYZ, $MMM. The full ranking of 25 similar funds is below.

#1Atlas Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$TPL $MSTR $ISRG

$97M

65 positions

#2PROMETHIUM ADVISORS,LLCPassive

Some overlap · 3 shared positions

$TPL $MSTR $PWR

$193M

112 positions

#3Winter & Associates, Inc.Passive

Some overlap · 4 shared positions

$XYZ $MMM $LRCX $ISRG

$114M

84 positions

#4Stegent Equity Advisors, Inc.Passive

Some overlap · 3 shared positions

$TPL $PWR $TMUS

$117M

101 positions

#5BOURGEON CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$XYZ $PWR $TPL

$578M

108 positions

#6Summit Street Capital Management, LLCActive

Some overlap · 3 shared positions

$TPL $KLAC $LRCX

$707M

31 positions

#7Sun Financial IncPassive

Some overlap · 4 shared positions

$PWR $KLAC $MSTR $LRCX

$200M

159 positions

#8Strong Tower Advisory ServicesPassive

Some overlap · 3 shared positions

$MSTR $PWR $MMM

$531M

92 positions

#9NZS Capital, LLCActive

Some overlap · 5 shared positions

$PWR $KLAC $LRCX $ISRG $TXN

$3.0B

58 positions

#10SANDS CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$PWR $XYZ $LRCX $ISRG

$25.5B

67 positions

#11Sunrise Financial Services, LLCPassive

Some overlap · 3 shared positions

$XYZ $LRCX $ISRG

$141M

622 positions

#12Vivid Wealth Management, LLCPassive

Some overlap · 3 shared positions

$PWR $KLAC $TPL

$247M

66 positions

#13Mach-1 Financial Group, LLCPassive

Some overlap · 3 shared positions

$XYZ $KLAC $TXN

$284M

161 positions

#14Menard Financial Group LLCActive

Some overlap · 3 shared positions

$PWR $KLAC $LRCX

$143M

82 positions

#15AZZAD ASSET MANAGEMENT INC /ADVPassive

Slight overlap · 4 shared positions

$KLAC $PWR $TPL $LRCX

$989M

331 positions

#16Blue Chip Partners, LLCActive

Slight overlap · 3 shared positions

$PWR $KLAC $TMUS

$1.4B

170 positions

#17Western Financial Corp/CAActive

Slight overlap · 4 shared positions

$MMM $KLAC $PWR $LRCX

$255M

127 positions

#18Iyo Bank, Ltd.Active

Slight overlap · 4 shared positions

$KLAC $ROK $ISRG $TXN

$281M

35 positions

#19Raiffeisen Bank International AGActive

Slight overlap · 4 shared positions

$PWR $KLAC $LRCX $ISRG

$7.0B

824 positions

#20Shoker Investment Counsel, Inc.Active

Slight overlap · 4 shared positions

$KLAC $MMM $LRCX $TXN

$337M

109 positions

#21Defiance ETFs, LLCPassive

Slight overlap · 3 shared positions

$MSTR $KLAC $LRCX

$7.0B

366 positions

#22KKM Financial LLCPassive

Slight overlap · 3 shared positions

$KLAC $MMM $LRCX

$563M

168 positions

#23Manske Wealth ManagementActive

Slight overlap · 3 shared positions

$XYZ $MMM $TXN

$357M

215 positions

#24ALKEON CAPITAL MANAGEMENT LLCSmart money

Slight overlap · 3 shared positions

$KLAC $PWR $LRCX

$59.5B

102 positions

#25Investors Towarzystwo Funduszy Inwestycyjnych Spolka AkcyjnaPassive

Slight overlap · 3 shared positions

$PWR $XYZ $ISRG

$242M

191 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.