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 HIGHLINE WEALTH PARTNERS

13F Portfolio OverlapQ1 2026HIGHLINE WEALTH PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

HIGHLINE WEALTH PARTNERS LLC is an institutional investor managing $493M across 1,411 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 HIGHLINE WEALTH PARTNERS are ALLIANZ SE, Sage Mountain Advisors, FIRETHORN WEALTH PARTNERS,, with shared positions in $JHG, $IAU, $AXP, $AMD, $MAR, $DDOG. The full ranking of 25 similar funds is below.

#1ALLIANZ SEActive

Notable overlap · 4 shared positions

$JHG $IAU $AXP $AMD

$9.0B

473 positions

#2Sage Mountain Advisors LLCActive

Notable overlap · 5 shared positions

$JHG $MAR $DDOG $IAU $BRZE

$1.4B

281 positions

#3FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 4 shared positions

$JHG $SE $IAU $DDOG

$273M

190 positions

#4First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $IAU $GEV

$122M

80 positions

#5Dynamic Financial GroupActive

Notable overlap · 4 shared positions

$JHG $IAU $SE $GEV

$122M

69 positions

#6Divergent Planning, LLC

Notable overlap · 3 shared positions

$JHG $DDOG $MAR

$392M

36 positions

#7PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $GEV

$218M

590 positions

#8Ridgeline Wealth, LLCActive

Notable overlap · 3 shared positions

$JHG $ETN $GEV

$140M

52 positions

#9Tower Wealth Partners, Inc.Active

Notable overlap · 3 shared positions

$JHG $AXP $FLEX

$181M

87 positions

#10Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $AMD $ETN

$290M

485 positions

#11IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$JHG $IAU $MAR $BRZE

$96M

72 positions

#12BARINGS LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $SE

$6.2B

179 positions

#13NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $AXP $AMD

$229M

73 positions

#14Magnolia Private Wealth, LLCPassive

Notable overlap · 5 shared positions

$JHG $DDOG $IAU $BRZE $GEV

$150M

134 positions

#15NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$JHG $IAU $DIA

$777M

112 positions

#16CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$JHG $MAR $DDOG $SE $BRZE

$648M

134 positions

#17Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$JHG $IAU $DDOG $BRZE

$478M

42 positions

#18One Charles Private Wealth Services, LLCActive

Notable overlap · 3 shared positions

$JHG $MAR $IRM

$400M

159 positions

#19Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $ETN $IAU

$462M

53 positions

#20Northwest Financial AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $MAR $BRZE $GEV

$52M

66 positions

#21MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $IAU $AXP $BRZE

$144M

99 positions

#22Banco BTG Pactual S.A.Passive

Notable overlap · 5 shared positions

$JHG $IAU $AMD $MAR $BRZE

$1.1B

185 positions

#23Crumly & Associates Inc.Passive

Notable overlap · 4 shared positions

$JHG $BITB $AXP $DIA

$476M

200 positions

#24PARAGON CAPITAL MANAGEMENT INCPassive

Notable overlap · 3 shared positions

$JHG $SE $DIA

$118M

70 positions

#25CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $MAR $ETN

$309M

132 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.