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 Wealth Advisory Team

13F Portfolio OverlapQ4 2025Wealth Advisory Team portfolio →

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Most similar hedge funds by 13F overlap

Wealth Advisory Team LLC is an institutional investor managing $113M across 39 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealth Advisory Team are Wagner Wealth ,, 6th Street Advisors,, MBM WEALTH CONSULTANTS,, with shared positions in $SNOW, $FCFS, $DUK, $SHW, $SO, $NOW. The full ranking of 25 similar funds is below.

#1Wagner Wealth Management, LLCActive

Substantial overlap · 5 shared positions

$SNOW $FCFS $DUK $SHW $SO

$495M

279 positions

#26th Street Advisors, LLCActive

Substantial overlap · 4 shared positions

$DUK $SO $NOW $GE

$159M

59 positions

#3MBM WEALTH CONSULTANTS, LLCPassive

Substantial overlap · 3 shared positions

$KKR $SNOW $FCFS

$436M

387 positions

#4Francis Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $KKR $MCD $GE

$539M

115 positions

#5Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $KKR $SHW

$325M

57 positions

#6Shaolin Capital Management LLCPassive

Notable overlap · 3 shared positions

$DUK $KKR $SO

$2.7B

491 positions

#7Armor Investment Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $DUK $SO

$278M

160 positions

#8rebel Financial LLCPassive

Notable overlap · 3 shared positions

$SNOW $MUFG $NOW

$231M

65 positions

#9SWAN Capital LLCPassive

Notable overlap · 4 shared positions

$KKR $SO $MCD $GE

$272M

554 positions

#10MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $DUK

$508M

88 positions

#11MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $MCD $DUK

$557M

185 positions

#12BRIGHTON SECURITIES CORP.Smart money

Notable overlap · 4 shared positions

$SNOW $KKR $SO $DUK

$208M

47 positions

#13Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $NOW

$414M

139 positions

#14KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 3 shared positions

$SNOW $KKR $GE

$192M

43 positions

#15Courage Miller Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $GE $MCD

$354M

92 positions

#16SOUTHERN MICHIGAN BANK & TRUSTActive

Notable overlap · 3 shared positions

$SNOW $SO $MCD

$261M

424 positions

#17Holcombe Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $SO $DUK

$170M

49 positions

#18Cranbrook Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $NOW $SO

$492M

385 positions

#19Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $MCD $KKR

$335M

104 positions

#20Legend Capital Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$160M

159 positions

#21Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$511M

129 positions

#22NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MCD $SHW

$247M

71 positions

#23Cannon Financial Strategists, Inc.Active

Notable overlap · 3 shared positions

$SNOW $SO $DUK

$761M

109 positions

#24True Link Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $GE $NOW

$1.6B

418 positions

#25WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $KKR $FCFS $MCD

$156M

139 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.