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 5T Wealth,

13F Portfolio OverlapQ1 20265T Wealth, portfolio →

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Most similar hedge funds by 13F overlap

5T Wealth, LLC is an institutional investor managing $253M across 129 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 5T Wealth, are TSA Wealth Managment, Sterling Financial Planning,, Centurion Wealth, with shared positions in $SE, $MDLZ, $IAU, $SNOW, $DDOG, $LUV. The full ranking of 25 similar funds is below.

#1TSA Wealth Managment LLCPassive

Notable overlap · 8 shared positions

$SE $MDLZ $IAU $SNOW $DDOG $LUV

$309M

105 positions

#2Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$SE $IAU $SNOW $KKR $DDOG $WT

$337M

117 positions

#3Centurion Wealth Management LLCPassive

Some overlap · 8 shared positions

$GSAT $SNOW $MDLZ $WT $IAU $REGN

$444M

316 positions

#4Shore Point Advisors, LLCActive

Some overlap · 4 shared positions

$LUV $SE $WT $SNPS

$253M

76 positions

#5WealthCare Investment Partners, LLCPassive

Some overlap · 6 shared positions

$SE $GSAT $IAU $WT $SHW $SNOW

$360M

191 positions

#6Asempa Wealth AdvisorsPassive

Some overlap · 5 shared positions

$SE $IAU $MDLZ $KKR $LUV

$115M

115 positions

#7Davis Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $MDLZ $DDOG $SNOW

$120M

72 positions

#8Kelly Financial Services LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $SHW $IAU

$414M

128 positions

#9KELLY FINANCIAL GROUP LLCActive

Some overlap · 6 shared positions

$LUV $SHW $SNOW $SE $SOLV $SONY

$398M

100 positions

#10Veridan Wealth LLCActive

Some overlap · 6 shared positions

$IAU $MDLZ $WFC $SNOW $DDOG $KKR

$270M

80 positions

#11PCG Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$GSAT $SHW $BAH $REGN $WT

$395M

164 positions

#12First Financial Group CorpActive

Some overlap · 5 shared positions

$SHW $IAU $SNOW $WT $GSAT

$122M

80 positions

#13FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 7 shared positions

$IAU $SHW $SNOW $MDLZ $LUV $GSAT

$1.5B

341 positions

#14ONE Advisory Partners, LLCActive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $DDOG

$324M

72 positions

#15Element Wealth, LLCPassive

Some overlap · 7 shared positions

$SE $WT $SNOW $BAH $SHW $WFC

$242M

207 positions

#16ALTERNA WEALTH MANAGEMENT, INCPassive

Some overlap · 4 shared positions

$SE $IAU $MDLZ $WT

$132M

105 positions

#17Catalyst Investment Management LLCPassive

Some overlap · 4 shared positions

$SE $IAU $KKR $WT

$90M

65 positions

#18KICKSTAND VENTURES, LLC.Active

Some overlap · 7 shared positions

$SHW $MDLZ $SNOW $WT $SE $LUV

$475M

130 positions

#19Mascagni Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$SHW $BAH $SNOW $KKR

$140M

127 positions

#20Shakespeare Wealth Management, LLCActive

Some overlap · 6 shared positions

$SE $SNOW $WT $DDOG $WFC $SHW

$422M

98 positions

#21CURTIS WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$SE $MDLZ $IAU $DDOG

$107M

50 positions

#22Interactive Financial AdvisorsActive

Some overlap · 6 shared positions

$SE $IAU $WT $KKR $SHW $SOLV

$153M

78 positions

#23Trademark Financial Management, LLCPassive

Some overlap · 6 shared positions

$IAU $SHW $WT $REGN $MDLZ $BAH

$204M

102 positions

#24Altiora Financial Group, LLCActive

Some overlap · 5 shared positions

$IAU $SE $SNOW $DDOG $GSAT

$607M

110 positions

#25ShoreHaven Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$MDLZ $IAU $SE $WT $DDOG

$278M

103 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.