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 Martel Wealth Advisors

13F Portfolio OverlapQ1 2026Martel Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Martel Wealth Advisors Inc is an institutional investor managing $636M across 61 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 Martel Wealth Advisors are Reality Financial Planning Services,, Ariston Services Group, SWAN, with shared positions in $KKR, $HUM, $SCHW, $UNIT, $MAR, $MKL. The full ranking of 25 similar funds is below.

#1Reality Financial Planning Services, LLCSmart money

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$104M

20 positions

#2Ariston Services GroupActive

Substantial overlap · 3 shared positions

$KKR $HUM $SCHW

$167M

71 positions

#3SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$KKR $HUM $UNIT $SCHW $MAR $MKL

$272M

554 positions

#4MARINO, STRAM & ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$557M

185 positions

#5Piedmont Capital Management, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$197M

50 positions

#6INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$KKR $UNIT $HUM

$803M

181 positions

#7Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$98M

197 positions

#8truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$97M

49 positions

#9Kropog Financial Group, LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$123M

33 positions

#10RETIREMITTEN FINANCIAL LLCActive

Notable overlap · 4 shared positions

$KKR $SCHW $MAR $UNIT

$207M

184 positions

#11Financially in Tune, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $MKL

$116M

77 positions

#12MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 4 shared positions

$KKR $SCHW $OKE $PGR

$436M

387 positions

#13Safe Harbor Family Capital, LLCSmart money

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$128M

55 positions

#14Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$255M

70 positions

#15White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $HUM $UNIT $SCHW $MAR $MKL

$721M

145 positions

#16Gross & Hartman Investments LLCSmart money

Notable overlap · 3 shared positions

$KKR $MAR $MKL

$192M

72 positions

#17Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $UNIT

$116M

80 positions

#18Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $SCHW

$230M

21 positions

#19HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $SCHW $MAR $MKL

$238M

142 positions

#20Investment Advisory Group, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $SCHW

$393M

194 positions

#21DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$461M

353 positions

#22KDT Advisors, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $UNIT $MKL

$63M

69 positions

#23Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$KKR $HUM $UNIT $SCHW $MKL $EPD

$365M

111 positions

#24One Day In July LLCActive

Notable overlap · 6 shared positions

$KKR $HUM $SCHW $MAR $UNIT $MKL

$1.2B

153 positions

#25Financial Perspectives, IncPassive

Notable overlap · 3 shared positions

$KKR $HUM $MAR

$358M

716 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.