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 SMART Wealth

13F Portfolio OverlapQ2 2026SMART Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SMART Wealth LLC is an institutional investor managing $464M across 222 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SMART Wealth are Williamson Legacy Group, Amanah, Fedenia Advisers, with shared positions in $WDC, $CIEN, $LITE, $VRT, $TER, $HWM. The full ranking of 25 similar funds is below.

#1Williamson Legacy Group, LLCPassive

Notable overlap · 7 shared positions

$WDC $CIEN $LITE $VRT $TER $HWM

$201M

75 positions

#2Amanah Holdings TrustSmart money

Notable overlap · 4 shared positions

$WDC $CIEN $LITE $TER

$1.7B

20 positions

#3Fedenia Advisers LLCPassive

Notable overlap · 6 shared positions

$WDC $CIEN $DELL $LITE $TER $VRT

$421M

459 positions

#4PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$VRT $WDC $CIEN $LITE $DELL $TER

$462M

86 positions

#5Parkway Wealth Management Group, LLCActive

Notable overlap · 5 shared positions

$WDC $CIEN $TER $HWM $DELL

$866M

147 positions

#6Goldstream Capital Management LtdActive

Notable overlap · 5 shared positions

$CIEN $LITE $VRT $WDC $TER

$132M

45 positions

#7Markin Volterra Fund LPActive

Notable overlap · 4 shared positions

$WDC $LITE $DELL $VRT

$147M

69 positions

#8Jericho Capital Asset Management L.P.Active

Notable overlap · 4 shared positions

$WDC $CIEN $LITE $LSCC

$12.1B

29 positions

#9VMS Asset Management LimitedPassive

Notable overlap · 4 shared positions

$WDC $VRT $DELL $TER

$315M

33 positions

#10BRAUN STACEY ASSOCIATES INCActive

Some overlap · 5 shared positions

$WDC $LITE $VRT $HWM $C

$3.5B

113 positions

#11Franchise GP LtdActive

Some overlap · 5 shared positions

$WDC $LITE $TER $DELL $LSCC

$215M

39 positions

#12Retireful, LLCPassive

Some overlap · 3 shared positions

$WDC $DELL $VRT

$107M

81 positions

#13Precision Wealth Strategies, LLCPassive

Some overlap · 5 shared positions

$WDC $SCCO $CIEN $FBTC $VRT

$332M

170 positions

#14CMC Financial GroupActive

Some overlap · 3 shared positions

$WDC $DELL $YMM

$52M

45 positions

#15BankChampaign, National AssociationPassive

Some overlap · 4 shared positions

$WDC $VRT $DELL $HWM

$130M

200 positions

#16WT Asset Management LtdActive

Some overlap · 3 shared positions

$WDC $LITE $TER

$5.1B

29 positions

#17Grand Alliance Asset Management LtdActive

Some overlap · 3 shared positions

$WDC $LITE $TER

$167M

15 positions

#18Anther Capital LtdSmart money

Some overlap · 3 shared positions

$WDC $LITE $TER

$3.9B

21 positions

#19Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 7 shared positions

$PSLV $YMM $VRT $CIEN $FBTC $MS

$241M

215 positions

#20QP WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$WDC $CIEN $HWM

$70M

71 positions

#21CHESAPEAKE CAPITAL CORP /IL/Passive

Some overlap · 3 shared positions

$WDC $LITE $VMI

$190M

169 positions

#22KEYSTONE INVESTORS PTE LTDActive

Some overlap · 3 shared positions

$WDC $LITE $VRT

$1.9B

84 positions

#23Dilation Capital Management LPActive

Some overlap · 3 shared positions

$WDC $LITE $HWM

$248M

20 positions

#24CHAPIN DAVIS, INC.Passive

Some overlap · 3 shared positions

$WDC $DELL $HWM

$569M

256 positions

#25KIECKHEFER GROUP LLCSmart money

Some overlap · 4 shared positions

$DELL $WDC $VRT $LITE

$246M

65 positions

Compare SMART Wealth’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 SMART Wealth’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.