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 A4 Wealth Advisors

13F Portfolio OverlapQ3 2026A4 Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

A4 Wealth Advisors LLC is an institutional investor managing $153M across 76 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to A4 Wealth Advisors are ACORN FINANCIAL ADVISORY SERVICES, Upper Left Wealth, Apeiron RIA, with shared positions in $IBIT, $IAU, $MAR, $ETN, $GLDM, $TT. The full ranking of 25 similar funds is below.

#1ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 4 shared positions

$IBIT $IAU $MAR $ETN

$753M

223 positions

#2Upper Left Wealth Management, LLCActive

Notable overlap · 4 shared positions

$IBIT $IAU $GLDM $TT

$193M

68 positions

#3Apeiron RIA LLCActive

Notable overlap · 4 shared positions

$IBIT $IAU $GLDM $AMGN

$440M

136 positions

#4Cobblestone Asset Management LLCActive

Notable overlap · 4 shared positions

$IBIT $IAU $D $CSX

$248M

77 positions

#5CURTIS WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$IBIT $IAU $GLDM

$118M

55 positions

#6NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $GLDM

$283M

75 positions

#7VCI Wealth Management LLCPassive

Notable overlap · 3 shared positions

$IAU $IBIT $MS

$399M

99 positions

#8BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Notable overlap · 5 shared positions

$IAU $MS $ETN $AMGN $VRTX

$2.7B

804 positions

#9DWM Financial Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $IBIT $CSX $ETN

$112M

40 positions

#10Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IBIT $IAU $ELV

$830M

159 positions

#11CAPE ANN SAVINGS BANKActive

Some overlap · 4 shared positions

$IAU $MS $MAR $ETN

$212M

113 positions

#12Sagace Wealth Management LLCActive

Some overlap · 3 shared positions

$IAU $IBIT $ETN

$159M

71 positions

#13Alpha Zero LLCActive

Some overlap · 4 shared positions

$IAU $IBIT $DUK $VRTX

$264M

107 positions

#14Verus Financial Partners, Inc.Smart money

Some overlap · 5 shared positions

$IAU $D $LOW $ELV $DUK

$1.2B

127 positions

#15TENET WEALTH PARTNERS, LLCActive

Some overlap · 4 shared positions

$IAU $IBIT $LOW $ETN

$142M

107 positions

#16PENNINGTON PARTNERS & CO., LLCActive

Some overlap · 4 shared positions

$IBIT $MAR $GLDM $IAU

$312M

131 positions

#17Graetz Wealth LLCActive

Some overlap · 4 shared positions

$IBIT $GLDM $TT $IAU

$125M

84 positions

#18Meridian Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $ETN $MS $TT $SBUX

$880M

211 positions

#19Zhang Financial LLCActive

Some overlap · 4 shared positions

$IAU $IBIT $GLDM $AMGN

$3.4B

392 positions

#20Copia Wealth ManagementPassive

Some overlap · 5 shared positions

$IBIT $IAU $GLDM $DUK $AMGN

$166M

570 positions

#21PROATHLETE WEALTH MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$IBIT $LOW $MS $IAU $SBUX

$457M

1,237 positions

#22Argos Wealth Advisors, LLCActive

Some overlap · 4 shared positions

$IAU $GLDM $TT $IBIT

$378M

224 positions

#23Asempa Wealth AdvisorsActive

Some overlap · 3 shared positions

$IAU $IBIT $GLDM

$131M

114 positions

#24Fullerton Fund Management Co Ltd.Active

Some overlap · 5 shared positions

$TT $MS $GLDM $ETN $IAU

$1.6B

119 positions

#25SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 4 shared positions

$IAU $GLDM $ETN $TT

$298M

135 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.