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 ADG Wealth Group,

13F Portfolio OverlapQ1 2026ADG Wealth Group, portfolio →

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Most similar hedge funds by 13F overlap

ADG Wealth Management Group, LLC is an institutional investor managing $145M across 50 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 ADG Wealth Group, are Gratus Wealth Advisors,, KOM Wealth Group,, Investment Advisors,, with shared positions in $MS, $SSL, $HLT, $T, $AMN, $WT. The full ranking of 25 similar funds is below.

#1Gratus Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$MS $SSL $HLT

$691M

138 positions

#2KOM Wealth Management Group, LLCActive

Some overlap · 3 shared positions

$MS $SSL $HLT

$147M

89 positions

#3Capital Investment Advisors, LLCActive

Some overlap · 3 shared positions

$MS $SSL $T

$6.2B

693 positions

#4Wright Wealth LLCActive

Some overlap · 4 shared positions

$MS $AMN $WT $T

$149M

51 positions

#5Provident Wealth Management, LLCActive

Some overlap · 3 shared positions

$MS $AMN $WT

$331M

134 positions

#6SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$MS $AMN $RL

$482M

173 positions

#7Objectivity Squared, LLCActive

Some overlap · 3 shared positions

$MS $AMN $T

$159M

55 positions

#8Summit Investment Advisory Services, LLCActive

Some overlap · 3 shared positions

$MS $WT $ALPS

$269M

81 positions

#9Provenance Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$MS $ALPS $SSL

$945M

412 positions

#10Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 3 shared positions

$MS $SSL $HLT

$257M

109 positions

#11EARNED WEALTH ADVISORS, LLCActive

Some overlap · 3 shared positions

$MS $AMN $WT

$1.5B

468 positions

#12MCF Advisors LLCPassive

Some overlap · 3 shared positions

$MS $HLT $SSL

$2.3B

1,338 positions

#13PACIFIC FINANCIAL GROUP INCPassive

Some overlap · 3 shared positions

$MS $RL $WT

$186M

87 positions

#14FIFTH THIRD SECURITIES, INC.Passive

Some overlap · 3 shared positions

$MS $AMN $WT

$1.5B

341 positions

#15HF Advisory Group, LLCPassive

Some overlap · 3 shared positions

$MS $WT $T

$293M

166 positions

#16Milestone Asset Management Group, LLCPassive

Some overlap · 4 shared positions

$MS $AMN $WT $T

$171M

126 positions

#17Riverbend Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MS $WT $ALPS

$175M

152 positions

#18Endowment Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$MS $WT $RL $ALPS

$226M

165 positions

#19Centerpoint Advisory GroupPassive

Some overlap · 3 shared positions

$MS $AMN $WT

$133M

108 positions

#20Hurley Capital, LLCPassive

Some overlap · 4 shared positions

$MS $HLT $RL $ALPS

$187M

673 positions

#21HM PAYSON & COPassive

Some overlap · 3 shared positions

$MS $SSL $HLT

$6.9B

1,124 positions

#22KPP Advisory Services LLCPassive

Some overlap · 5 shared positions

$MS $AMN $WT $ALPS $T

$689M

349 positions

#23Cornell Pochily Investment Advisors, Inc.Passive

Some overlap · 4 shared positions

$MS $SSL $HLT $T

$340M

174 positions

#244J Wealth Management LLCActive

Some overlap · 3 shared positions

$MS $SSL $HLT

$176M

101 positions

#25Capital Investment Counsel, LLCPassive

Slight overlap · 3 shared positions

$MS $WT $ALPS

$730M

147 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.