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 High Probability Advisors,

13F Portfolio OverlapQ1 2026High Probability Advisors, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

High Probability Advisors, LLC is an institutional investor managing $935M across 75 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 High Probability Advisors, are BetterWealth,, Heritage Financial Services,, Petersen Hastings Wealth Advisors, with shared positions in $SNOW, $AMN, $NEE, $EPAM, $DDOG, $TT. The full ranking of 25 similar funds is below.

#1BetterWealth, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $AMN $NEE

$510M

85 positions

#2Heritage Financial Services, LLC

Notable overlap · 5 shared positions

$SNOW $AMN $EPAM $DDOG $NEE

$1.2B

126 positions

#3Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 6 shared positions

$NEE $AMN $DDOG $TT $EPAM $IAU

$1.1B

81 positions

#4Meredith Wealth PlanningActive

Notable overlap · 4 shared positions

$NEE $AMN $DDOG $ETN

$369M

70 positions

#5McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $SNOW

$119M

65 positions

#6Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $EPAM $IAU

$931M

518 positions

#7Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NEE $AMN $DDOG

$119M

51 positions

#8Torren Management, LLCActive

Notable overlap · 3 shared positions

$NEE $AMN $DHR

$201M

983 positions

#9MB Generational Wealth, LLCActive

Notable overlap · 4 shared positions

$NEE $AMN $DDOG $MDLZ

$181M

66 positions

#10BWM Planning, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $ETN

$379M

87 positions

#11STOLZ & ASSOCIATES, PSSmart money

Notable overlap · 3 shared positions

$NEE $AMN $IAU

$143M

30 positions

#12SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$NEE $AMN $IAU

$566M

73 positions

#13Trailhead Planners LLCActive

Notable overlap · 3 shared positions

$NEE $AMN $IAU

$104M

49 positions

#14Savant Capital, LLCActive

Notable overlap · 5 shared positions

$NEE $SNOW $AMN $DDOG $DHR

$20.7B

1,500 positions

#15Fonville Wealth Management LLCPassive

Notable overlap · 4 shared positions

$SNOW $AMN $EPAM $IAU

$525M

138 positions

#16Austin Asset Management Co IncSmart money

Notable overlap · 4 shared positions

$SNOW $AMN $NEE $IAU

$608M

85 positions

#17Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $IAU

$398M

88 positions

#18Financial Futures Ltd Liability Co.Active

Notable overlap · 4 shared positions

$AMN $SNOW $DDOG $IAU

$228M

72 positions

#19MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $IAU

$508M

88 positions

#20FAMILY WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$AMN $NEE $SNOW

$293M

105 positions

#21TCI Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$AMN $NEE $DDOG

$1.9B

251 positions

#22Passive Capital Management, LLC.Active

Notable overlap · 3 shared positions

$SNOW $AMN $DDOG

$335M

104 positions

#23Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$AMN $SNOW $IAU

$126M

74 positions

#24Frankly Finances, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMN $IAU

$110M

64 positions

#25Andrews Advisory Associates, LLCActive

Notable overlap · 4 shared positions

$SNOW $AMN $NEE $IAU

$190M

82 positions

Compare High Probability 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 High Probability 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.