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 Haven Private,

13F Portfolio OverlapQ1 2026Haven Private, portfolio →

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Most similar hedge funds by 13F overlap

Haven Private, LLC is an institutional investor managing $230M across 166 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 Haven Private, are Boyce & Associates Wealth Consulting,, MOR Wealth ,, Leibman Financial Services,, with shared positions in $WT, $TECK, $ALPS, $AMN, $AMAT, $MELI. The full ranking of 25 similar funds is below.

#1Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $TECK $ALPS $AMN

$132M

80 positions

#2MOR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $TECK $AMN $AMAT

$218M

103 positions

#3Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $TECK $MELI

$136M

49 positions

#4IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $AMN $MCK $PLTR

$446M

95 positions

#5Trilogy Capital Inc.Passive

Notable overlap · 4 shared positions

$WT $ALPS $AMN $KLAC

$2.3B

390 positions

#6Beaumont Capital Management, LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $TECK

$81M

32 positions

#7Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 4 shared positions

$WT $MCK $COR $PLTR

$136M

85 positions

#8Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $ALPS $PLTR

$142M

76 positions

#9Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $AMN $PLTR

$143M

395 positions

#10Exit Wealth Advisors, LLC.Active

Notable overlap · 5 shared positions

$WT $AAAU $ALPS $GBTC $ETH

$195M

131 positions

#11Del-Sette Capital Management, LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $AMN

$167M

44 positions

#12Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $AMN $PLTR

$220M

273 positions

#13EAGLE WEALTH STRATEGIES LLCActive

Notable overlap · 3 shared positions

$WT $AMN $VZ

$228M

114 positions

#14American Alpha Advisors, LLCActive

Notable overlap · 4 shared positions

$ALPS $TECK $WT $MCK

$188M

96 positions

#15Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $TECK $VZ

$188M

174 positions

#16Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $AMN $PLTR

$444M

122 positions

#17Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $AMN $CTAS

$313M

138 positions

#18WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $KEYS $AMAT

$219M

78 positions

#19OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $AAAU $PLTR

$215M

159 positions

#20Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $COR $PLTR $AMAT

$157M

103 positions

#21Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $VZ $ARCC

$170M

125 positions

#22CLG LLCActive

Notable overlap · 3 shared positions

$WT $AAAU $VZ

$403M

134 positions

#23Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $VZ $AMAT

$153M

96 positions

#24Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $AMAT $PLTR

$285M

176 positions

#25MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$WT $MCK $ALPS $ARCC

$1.3B

143 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.