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 New Insight Wealth Advisors

13F Portfolio OverlapQ1 2026New Insight Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

New Insight Wealth Advisors is an institutional investor managing $279M across 107 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 New Insight Wealth Advisors are Argo Wealth Advisory,, Bulwark, Vermillion Wealth ,, with shared positions in $MAR, $HUM, $PFE, $UNH, $WT, $KKR. The full ranking of 25 similar funds is below.

#1Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$MAR $HUM $PFE $UNH $WT

$170M

48 positions

#2Bulwark Capital CorpActive

Notable overlap · 6 shared positions

$MAR $HUM $KKR $COP $WT $SHW

$162M

100 positions

#3Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $COP $DDOG

$255M

1,563 positions

#4Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $UNH

$358M

716 positions

#5SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $PFE

$272M

554 positions

#6Junk Investment Group, LLCPassive

Notable overlap · 3 shared positions

$MAR $HUM $KKR

$191M

88 positions

#7CVA Family Office, LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $COP

$950M

1,838 positions

#8Leeward Financial Partners, LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $SHW $UNH $DDOG

$336M

97 positions

#9Wheelhouse Advisory Group LLCActive

Notable overlap · 4 shared positions

$MAR $HUM $DDOG $KKR

$302M

51 positions

#10Compass Financial Group, INC/SDActive

Notable overlap · 4 shared positions

$MAR $HUM $DDOG $KKR

$715M

105 positions

#11Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$MAR $HUM $COP $SHW

$254M

108 positions

#12Ridge Creek Global, IncActive

Notable overlap · 4 shared positions

$MAR $HUM $SHW $WT

$118M

85 positions

#13White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$MAR $HUM $KKR $COP $DDOG

$721M

145 positions

#14Advantage Trust CoActive

Some overlap · 4 shared positions

$MAR $SHW $HUM $PFE

$223M

123 positions

#15RCW Management, LLCPassive

Some overlap · 4 shared positions

$MAR $KKR $COP $HUM

$98M

68 positions

#16Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 4 shared positions

$MAR $HUM $COP $WT

$153M

344 positions

#17Capital Advisors Wealth Management, LLCPassive

Some overlap · 4 shared positions

$MAR $HUM $KKR $DDOG

$745M

219 positions

#18ESG Planning DBA Harper InvestingPassive

Some overlap · 3 shared positions

$MAR $SHW $UNH

$229M

75 positions

#19Osbon Capital Management LLCPassive

Some overlap · 4 shared positions

$MAR $SHW $WT $HUM

$123M

493 positions

#20ATLANTIC FAMILY WEALTH, LLCSmart money

Some overlap · 4 shared positions

$MAR $HUM $KKR $PFE

$138M

59 positions

#21AMI INVESTMENT MANAGEMENT INCActive

Some overlap · 4 shared positions

$MAR $UNH $COP $DDOG

$445M

77 positions

#22Enclave Advisors LLCActive

Some overlap · 4 shared positions

$MAR $HUM $DDOG $UNH

$729M

132 positions

#23Silicon Valley Capital PartnersActive

Some overlap · 3 shared positions

$MAR $UNH $MRVL

$1.0B

454 positions

#24ARMSTRONG ADVISORY GROUP, INCActive

Some overlap · 5 shared positions

$MAR $KKR $HUM $COP $DDOG

$1.5B

958 positions

#25Goepper Burkhardt LLCActive

Some overlap · 4 shared positions

$MAR $HUM $O $UNH

$299M

97 positions

Compare New Insight Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View New Insight Wealth Advisors’s holdings

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.