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 Astra Wealth Partners

13F Portfolio OverlapQ1 2026Astra Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Astra Wealth Partners LLC is an institutional investor managing $168M across 95 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 Astra Wealth Partners are Copia Wealth, MJT & Associates Financial Advisory Group,, Avestar ,, with shared positions in $WT, $RELX, $UNIT, $GLDM, $IBIT, $MU. The full ranking of 25 similar funds is below.

#1Copia Wealth ManagementPassive

Slight overlap · 5 shared positions

$WT $RELX $UNIT $GLDM $IBIT

$146M

532 positions

#2MJT & Associates Financial Advisory Group, Inc.Active

Slight overlap · 4 shared positions

$WT $UNIT $RELX $MU

$136M

442 positions

#3Avestar Capital, LLCActive

Slight overlap · 5 shared positions

$WT $RELX $MAR $IBIT $PLTR

$1.6B

509 positions

#4Beckerman Institutional, LLCPassive

Slight overlap · 4 shared positions

$WT $UNIT $MAR $GLDM

$188M

121 positions

#5THEORY FINANCIAL LLCPassive

Slight overlap · 4 shared positions

$WT $UNIT $MAR $GLDM

$285M

94 positions

#6CATHY PARETO & ASSOCIATES, INCPassive

Slight overlap · 4 shared positions

$WT $UNIT $MAR $IBIT

$149M

96 positions

#7Friday FinancialActive

Slight overlap · 5 shared positions

$WT $UNIT $MAR $IBIT $PLTR

$290M

93 positions

#8E&G Advisors, LPPassive

Slight overlap · 4 shared positions

$WT $UNIT $MAR $KLAC

$449M

236 positions

#9Michels Family Financial, LLCPassive

Slight overlap · 3 shared positions

$WT $UNIT $RELX

$139M

139 positions

#10Meramec Financial Planners, LLCPassive

Slight overlap · 3 shared positions

$WT $UNIT $RELX

$252M

520 positions

#11Comprehensive Money Management Services LLCPassive

Slight overlap · 3 shared positions

$WT $UNIT $RELX

$152M

193 positions

#12Barry Investment Advisors, LLCActive

Slight overlap · 3 shared positions

$WT $UNIT $RELX

$454M

99 positions

#13RHS Financial, LLCPassive

Slight overlap · 3 shared positions

$WT $UNIT $RELX

$211M

146 positions

#14Seek First Inc.Active

Slight overlap · 4 shared positions

$WT $UNIT $GLDM $SNDK

$142M

58 positions

#15New Vernon Capital Holdings II LLCActive

Slight overlap · 4 shared positions

$WT $RELX $MAR $IBIT

$136M

77 positions

#16Insight Advisors, LLC/ PAActive

Slight overlap · 4 shared positions

$WT $UNIT $MAR $PLTR

$525M

243 positions

#17Bulwark Capital CorpActive

Slight overlap · 4 shared positions

$WT $RELX $MAR $GLDM

$162M

100 positions

#18LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$WT $UNIT $MAR $PLTR

$595M

360 positions

#19Lauer Wealth, LLCActive

Slight overlap · 5 shared positions

$WT $MAR $IBIT $MU $PLTR

$126M

67 positions

#20ATX Financial Planning, LLCPassive

Slight overlap · 4 shared positions

$WT $RELX $MAR $IBIT

$132M

81 positions

#21Collaborative Wealth Managment Inc.Passive

Slight overlap · 4 shared positions

$WT $MAR $UNIT $GLDM

$218M

162 positions

#22VestGen Advisors, LLCPassive

Slight overlap · 5 shared positions

$WT $MAR $MU $PLTR $SNDK

$3.8B

1,048 positions

#23Shakespeare Wealth Management, LLCActive

Slight overlap · 3 shared positions

$WT $UNIT $MAR

$422M

98 positions

#24Sharper & Granite LLCPassive

Slight overlap · 3 shared positions

$WT $UNIT $MAR

$293M

107 positions

#25PACIFIC SUN FINANCIAL CORPPassive

Slight overlap · 3 shared positions

$WT $UNIT $MAR

$206M

201 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.