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 EQ WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026EQ WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

EQ WEALTH ADVISORS, LLC is an institutional investor managing $171M across 54 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 EQ WEALTH ADVISORS, are KM Ltd., McCarthy Asset ,, VESTIA PERSONAL WEALTH ADVISORS, with shared positions in $NKE, $BAH, $COP, $HUM, $IAU, $AMGN. The full ranking of 25 similar funds is below.

#1KM Capital Management Ltd.Active

Substantial overlap · 3 shared positions

$NKE $BAH $COP

$149M

76 positions

#2McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$BAH $HUM $COP

$192M

27 positions

#3VESTIA PERSONAL WEALTH ADVISORSActive

Substantial overlap · 3 shared positions

$NKE $IAU $HUM

$213M

99 positions

#4Capital Advantage, Inc.Active

Notable overlap · 3 shared positions

$BAH $HUM $AMGN

$765M

145 positions

#5Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$NKE $IAU $COP

$171M

106 positions

#6BAYSHORE ASSET MANAGEMENT, LLCSmart money

Notable overlap · 3 shared positions

$NKE $IAU $HUM

$251M

40 positions

#7DOPKINS WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$NKE $HUM $IAU

$249M

92 positions

#8ECLECTIC ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$NKE $HUM $BAH

$753M

159 positions

#9McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NKE $HUM $MCD

$755M

189 positions

#10Burk Holdings LLCPassive

Notable overlap · 3 shared positions

$NKE $IAU $HUM

$233M

676 positions

#11DiNuzzo Private Wealth, Inc.Active

Notable overlap · 4 shared positions

$NKE $IAU $MCD $COP

$928M

1,345 positions

#12FMB WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$NKE $IAU $AMGN

$242M

73 positions

#13Wealth Management NebraskaSmart money

Notable overlap · 3 shared positions

$NKE $COP $IAU

$987M

100 positions

#14Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $NKE $COP $HUM

$337M

117 positions

#15Trademark Financial Management, LLCPassive

Notable overlap · 4 shared positions

$NKE $IAU $HUM $BAH

$204M

102 positions

#16Pacific Asset Management, LLCActive

Notable overlap · 3 shared positions

$IAU $NKE $MCD

$179M

70 positions

#17Tillman Hartley LLCActive

Notable overlap · 3 shared positions

$NKE $IAU $COP

$398M

88 positions

#18Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 3 shared positions

$NKE $IAU $COP

$1.1B

81 positions

#19Root Financial Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $NKE $HUM

$2.2B

3,466 positions

#20DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$IAU $BAH $HUM

$163M

58 positions

#21G2 CAPITAL MANAGEMENT, LLC / OHSmart money

Notable overlap · 3 shared positions

$NKE $MCD $HUM

$411M

73 positions

#22COWA, LLCActive

Notable overlap · 4 shared positions

$NKE $IAU $COP $AMGN

$371M

158 positions

#23Opus Financial Solutions LLCPassive

Notable overlap · 4 shared positions

$NKE $HUM $COP $IAU

$106M

103 positions

#24Valued Retirements, Inc.Passive

Notable overlap · 3 shared positions

$NKE $IAU $HUM

$102M

90 positions

#25KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $CSX

$109M

40 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.