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 PUFF WEALTH ,

13F Portfolio OverlapQ4 2025PUFF WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

PUFF WEALTH MANAGEMENT, LLC is an institutional investor managing $98M across 77 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PUFF WEALTH , are Collaborative Wealth Managment, Greater Midwest Financial Group,, Bauman Advisory Group,, with shared positions in $AMN, $FCFS, $FITB, $TMO, $MU, $ABT. The full ranking of 25 similar funds is below.

#1Collaborative Wealth Managment Inc.Passive

Notable overlap · 3 shared positions

$AMN $FCFS $FITB

$218M

162 positions

#2Greater Midwest Financial Group, LLCPassive

Some overlap · 5 shared positions

$AMN $TMO $MU $ABT $LRCX

$186M

65 positions

#3Bauman Advisory Group, LLCActive

Some overlap · 4 shared positions

$AMN $TMO $FBTC $FCFS

$143M

63 positions

#4Flaharty Asset Management, LLCActive

Some overlap · 4 shared positions

$AMN $FND $OTIS $MU

$806M

133 positions

#5Skyview Financial Group LLC

Some overlap · 3 shared positions

$AMN $TMO $FCFS

$97M

57 positions

#6PCG Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$AMN $FND $FITB $OTIS $CRM

$395M

164 positions

#7Tarbox Group, Inc.Smart money

Some overlap · 3 shared positions

$AMN $ABT $IBIT

$616M

95 positions

#8Darwin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$FCFS $FND $LRCX

$321M

604 positions

#9Apeiron RIA LLCPassive

Some overlap · 3 shared positions

$AMN $IBIT $OTIS

$431M

204 positions

#10Midwest Financial Group LLCPassive

Some overlap · 3 shared positions

$AMN $MU $FITB

$234M

126 positions

#11Financial Futures Ltd Liability Co.Active

Some overlap · 3 shared positions

$AMN $IBIT $FCFS

$228M

72 positions

#12FMB WEALTH MANAGEMENTActive

Some overlap · 3 shared positions

$AMN $MU $LRCX

$242M

73 positions

#13PDS Planning, IncPassive

Some overlap · 3 shared positions

$AMN $ABT $TMO

$1.5B

561 positions

#14VOISARD ASSET MANAGEMENT GROUP, INC.Active

Some overlap · 4 shared positions

$AMN $MU $TMO $LRCX

$469M

104 positions

#15SFG Wealth Management, LLC.Active

Some overlap · 3 shared positions

$AMN $MU $CRM

$243M

100 positions

#16MEANS INVESTMENT CO., INC.Active

Some overlap · 3 shared positions

$AMN $FBTC $LRCX

$1.1B

212 positions

#17HMV Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$AMN $ABT $LRCX

$213M

81 positions

#18Strategic Financial Planning, Inc.Active

Some overlap · 3 shared positions

$AMN $FBTC $IBIT

$171M

40 positions

#19J. Stern & Co. LLPActive

Some overlap · 5 shared positions

$ABT $TMO $OTIS $CRM $LRCX

$1.0B

49 positions

#20B&D White Capital Company, LLCActive

Some overlap · 4 shared positions

$AMN $ABT $MU $CRM

$809M

74 positions

#21RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$AMN $LRCX $TMO

$296M

80 positions

#22Liberty Capital Management, Inc.

Some overlap · 4 shared positions

$AMN $TMO $ABT $OTIS

$537M

180 positions

#23Torren Management, LLCActive

Some overlap · 4 shared positions

$AMN $MU $FITB $LRCX

$201M

983 positions

#24Objectivity Squared, LLCActive

Some overlap · 3 shared positions

$AMN $LRCX $IBIT

$159M

55 positions

#25Prasad Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$FCFS $MU $LRCX $FITB

$367M

146 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.