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 49 WEALTH ,

13F Portfolio OverlapQ1 202649 WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

49 WEALTH MANAGEMENT, LLC is an institutional investor managing $1.3B across 203 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 49 WEALTH , are IFC & Insurance Marketing,, BARINGS, Lionshead Wealth ,, with shared positions in $SNOW, $JHG, $UPST, $COP, $TXN, $MSTR. The full ranking of 25 similar funds is below.

#1IFC & Insurance Marketing, Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $UPST

$96M

72 positions

#2BARINGS LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $COP

$6.2B

179 positions

#3Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $UPST

$136M

108 positions

#4Beacon Capital Management, Inc.Active

Notable overlap · 5 shared positions

$SNOW $UPST $COP $JHG $TXN

$1.8B

57 positions

#5Northeast Financial Group, Inc.Active

Notable overlap · 4 shared positions

$SNOW $JHG $COP $MSTR

$404M

90 positions

#6Blackhawk Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$SNOW $UPST $JHG $VZ

$273M

141 positions

#7TPG Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $JHG $UPST $TXN $PM

$307M

76 positions

#8WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $VZ

$156M

139 positions

#9Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $SNOW $COP $UPST

$478M

42 positions

#10Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $COP $PM

$398M

88 positions

#11MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $UPST $VZ

$260M

146 positions

#12Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $UPST $COP $MSTR $NEE $FLEX

$950M

192 positions

#13Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $COP $UPST $NEE $FLEX

$1.4B

58 positions

#14Hilton Capital Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $COP

$1.3B

129 positions

#15American Money Management, LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $COP $PM

$632M

168 positions

#16CHRISTINE MESSMER PCActive

Notable overlap · 4 shared positions

$SNOW $COP $VZ $NEE

$156M

80 positions

#17Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $COP $NEE

$149M

70 positions

#18Milestone Investment Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $COP $TXN $NEE

$414M

139 positions

#19Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $COP $UPST

$325M

57 positions

#20Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $COP $UPST

$289M

44 positions

#21Lionsbridge Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $COP $REGN

$99M

59 positions

#22Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $UPST $PM

$227M

74 positions

#23Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $VZ

$121M

295 positions

#24Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $COP $NEE

$607M

110 positions

#25Pacific Park Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $COP $UPST $JHG

$153M

73 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.