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 Ankerstar Wealth,

13F Portfolio OverlapQ1 2026Ankerstar Wealth, portfolio →

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Most similar hedge funds by 13F overlap

Ankerstar Wealth, LLC is an institutional investor managing $95M across 955 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 Ankerstar Wealth, are FIDELIS iM,, WESCAP Group,, CATHY PARETO & ASSOCIATES,, with shared positions in $WT, $COP, $BRZE, $IBIT, $REGN, $NEE. The full ranking of 25 similar funds is below.

#1FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $COP $BRZE

$264M

25 positions

#2WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$WT $COP $IBIT

$508M

107 positions

#3CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 5 shared positions

$WT $REGN $NEE $IBIT $QUBT

$149M

96 positions

#4Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $NEE $HON

$170M

48 positions

#5Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $COP $IBIT

$220M

273 positions

#6Sharper & Granite LLCPassive

Notable overlap · 3 shared positions

$WT $COP $HSY

$293M

107 positions

#7Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $REGN $HSY

$462M

53 positions

#8Powers Advisory Group, LLCActive

Notable overlap · 3 shared positions

$WT $COP $REGN

$284M

125 positions

#9COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $COP $REGN $BITB

$157M

92 positions

#10Stonekeep Investments, LLCActive

Notable overlap · 5 shared positions

$WT $COP $BRZE $NEE $RBLX

$154M

66 positions

#11Winter & Associates, Inc.Passive

Notable overlap · 6 shared positions

$WT $REGN $COP $BRZE $NKE $HON

$114M

84 positions

#12Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $REGN

$89M

81 positions

#13SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $BRZE $MSTR $NKE

$139M

37 positions

#14Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $COP $IBIT $MSTR

$126M

67 positions

#15Freedom Investment Management, Inc.Active

Notable overlap · 5 shared positions

$WT $BRZE $NKE $NEE $MSTR

$337M

106 positions

#16Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $COP

$136M

85 positions

#17McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $BRZE $NKE

$68M

41 positions

#18BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $COP $QUBT

$2.5B

453 positions

#19Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $BITB $MSTR

$133M

57 positions

#20Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $NEE

$153M

96 positions

#21Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $BRZE $IBIT

$195M

131 positions

#22IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $HON

$446M

95 positions

#23Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $COP $QUBT

$66M

55 positions

#24Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$WT $NKE $NEE

$119M

51 positions

#25Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $NKE $NEE

$285M

176 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.