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 WAVE WEALTH ADVISORS

13F Portfolio OverlapQ3 2026NEW WAVE WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

NEW WAVE WEALTH ADVISORS LLC is an institutional investor managing $380M across 210 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 NEW WAVE WEALTH ADVISORS are ARS Investment Partners, WealthTrust Asset, Aspetuck Financial, with shared positions in $VRT, $MPC, $WDC, $PWR, $NEM, $FCX. The full ranking of 25 similar funds is below.

#1ARS Investment Partners, LLCActive

Notable overlap · 12 shared positions

$VRT $MPC $WDC $PWR $NEM $FCX

$2.3B

181 positions

#2WealthTrust Asset Management, LLCActive

Some overlap · 8 shared positions

$VRT $MPC $DVN $BNY $EME $SYF

$181M

106 positions

#3Aspetuck Financial Management LLCActive

Some overlap · 7 shared positions

$MPC $VRT $FCX $DVN $VST $NEM

$170M

79 positions

#4Wakefield Asset Management LLLPPassive

Some overlap · 5 shared positions

$VRT $MPC $WDC $NEM $APH

$444M

225 positions

#5Kaufman Rossin Wealth, LLCActive

Some overlap · 5 shared positions

$VRT $WDC $JBHT $DVN $APH

$247M

180 positions

#6Palouse Capital Management, Inc.Passive

Some overlap · 5 shared positions

$TSN $DVN $VZ $BA $VST

$160M

124 positions

#7Legacy Bridge, LLCPassive

Some overlap · 5 shared positions

$VRT $WDC $BNY $PWR $ETN

$324M

322 positions

#8Hudson Canyon Capital ManagementPassive

Some overlap · 6 shared positions

$MPC $WDC $VST $ETN $HCA $COF

$187M

50 positions

#9BankChampaign, National AssociationPassive

Some overlap · 5 shared positions

$VRT $WDC $PWR $VST $ETN

$120M

202 positions

#10LightSquare Wealth Management, LLCActive

Some overlap · 5 shared positions

$VRT $MPC $VZ $ETN $APH

$145M

104 positions

#11PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$VRT $WDC $JBHT $EME

$389M

77 positions

#12C M BIDWELL & ASSOCIATES LTDPassive

Some overlap · 5 shared positions

$VRT $WDC $BNY $MPC $APH

$245M

494 positions

#13Dorsey Wright & AssociatesPassive

Some overlap · 6 shared positions

$WDC $BNY $PWR $NEM $EME $APH

$590M

131 positions

#14MorganRosel Wealth Management, LLCActive

Some overlap · 6 shared positions

$WDC $MPC $BNY $PWR $ETN $APH

$296M

104 positions

#15Unison Advisors LLCActive

Some overlap · 6 shared positions

$MPC $DVN $VZ $SYF $EOG $COF

$1.4B

173 positions

#16ADAMS NATURAL RESOURCES FUND, INC.Smart money

Some overlap · 5 shared positions

$MPC $DVN $NEM $FCX $EOG

$857M

50 positions

#17BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$VRT $WDC $FCX $VST

$543M

140 positions

#18Inspire Investing, LLCPassive

Some overlap · 6 shared positions

$VRT $WDC $FCX $EME $APH $DVN

$2.4B

1,285 positions

#19Markin Volterra Fund LPActive

Some overlap · 4 shared positions

$VRT $WDC $PWR $APH

$147M

69 positions

#20BRAUN STACEY ASSOCIATES INCActive

Some overlap · 4 shared positions

$VRT $WDC $PWR $APH

$3.5B

114 positions

#21Mount Lucas Management LPPassive

Some overlap · 6 shared positions

$BNY $MPC $NEM $VZ $HCA $COF

$281M

166 positions

#22Retireful, LLCPassive

Some overlap · 3 shared positions

$VRT $WDC $JBHT

$116M

86 positions

#236th Street Advisors, LLCActive

Some overlap · 4 shared positions

$TSN $PWR $COF $APH

$173M

61 positions

#24MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 4 shared positions

$VRT $WDC $EME $APH

$657M

117 positions

#25CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 5 shared positions

$MPC $DVN $VZ $ETN $APH

$1.0B

300 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.