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 PARTNERS WEALTH ,

13F Portfolio OverlapQ1 2026PARTNERS WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

PARTNERS WEALTH MANAGEMENT, LLC is an institutional investor managing $97M across 109 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 PARTNERS WEALTH , are WINEBRENNER, Signature Wealth Partners,, Dynamic Financial Group, with shared positions in $JHG, $KO, $AL, $WFC, $T, $PM. The full ranking of 25 similar funds is below.

#1WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$JHG $KO $AL $WFC

$156M

139 positions

#2Signature Wealth Management Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $T $PM $AGQ $MO

$199M

116 positions

#3Dynamic Financial GroupActive

Notable overlap · 4 shared positions

$JHG $T $MO $MS

$122M

69 positions

#4Accel Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $AGQ $SAN $MS

$383M

290 positions

#5Miller Global Investments, LLCPassive

Notable overlap · 3 shared positions

$JHG $T $AMD

$121M

295 positions

#6E6 Portfolios, LLCActive

Notable overlap · 3 shared positions

$JHG $MSTR $MS

$96M

58 positions

#7Tower Wealth Partners, Inc.Active

Notable overlap · 4 shared positions

$JHG $AGQ $T $GLW

$181M

87 positions

#8Paladin Wealth, LLCPassive

Notable overlap · 4 shared positions

$JHG $KO $AGQ $MS

$145M

125 positions

#9BNB Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $CSX $GLW

$156M

90 positions

#10Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $AGQ $MS

$129M

46 positions

#11FIRETHORN WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$JHG $CSX $SO

$273M

190 positions

#12Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$JHG $CSX $AGQ $MS

$462M

53 positions

#13PFS Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $MS $T

$218M

590 positions

#14Destiny Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$JHG $MS $AMD

$914M

1,148 positions

#15Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $CSX $T

$306M

1,121 positions

#16Generation Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $AGQ $PM

$137M

74 positions

#17ALLIANZ SEActive

Notable overlap · 3 shared positions

$JHG $PM $AMD

$9.0B

473 positions

#18Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $MS $AMD

$290M

485 positions

#19Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $SO $WFC

$157M

103 positions

#20MJP ASSOCIATES INC /ADVPassive

Notable overlap · 3 shared positions

$JHG $AGQ $KO

$824M

231 positions

#21Three Cord True Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$JHG $AGQ $SAN

$180M

39 positions

#22Symphony Financial Services, Inc.Passive

Some overlap · 3 shared positions

$JHG $SAN $MO

$195M

99 positions

#23OneAscent Wealth Management LLCActive

Some overlap · 5 shared positions

$JHG $MSTR $T $SO $WFC

$302M

157 positions

#24Hidden Cove Wealth Management, LLCPassive

Some overlap · 3 shared positions

$JHG $KO $WFC

$156M

109 positions

#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$JHG $AGQ $MS

$648M

134 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.