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 MASTER'S WEALTH

13F Portfolio OverlapQ1 2026MASTER'S WEALTH portfolio →

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Most similar hedge funds by 13F overlap

MASTER'S WEALTH MANAGEMENT INC. is an institutional investor managing $295M across 82 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 MASTER'S WEALTH are BluePrint Investing, Arlington Partners, WEBSTERROGERS FINANCIAL ADVISORS,, with shared positions in $UPST, $NEE, $COP, $AJG, $KO, $DDOG. The full ranking of 25 similar funds is below.

#1BluePrint Investing LLCActive

Substantial overlap · 3 shared positions

$UPST $NEE $COP

$126M

26 positions

#2Arlington Partners LLCActive

Substantial overlap · 3 shared positions

$UPST $AJG $KO

$50M

62 positions

#3WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Substantial overlap · 5 shared positions

$UPST $NEE $DDOG $COP $PSX

$350M

95 positions

#4GEN Financial Management, INC.Active

Substantial overlap · 3 shared positions

$UPST $DDOG $AMN

$162M

51 positions

#5Five Oceans AdvisorsActive

Substantial overlap · 3 shared positions

$UPST $ASML $LRCX

$276M

193 positions

#6Wright Wealth LLCActive

Notable overlap · 3 shared positions

$UPST $AMN $VZ

$149M

51 positions

#7E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UPST $COP $KO

$100M

12 positions

#8O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 8 shared positions

$UPST $HSY $WM $KO $NOC $GD

$124M

55 positions

#9AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 5 shared positions

$UPST $DDOG $UNP $HSY $COP

$445M

77 positions

#10Drum Hill Capital, LLCActive

Notable overlap · 5 shared positions

$UPST $VZ $UNP $GE $KO

$109M

46 positions

#11PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 4 shared positions

$UPST $COP $DDOG $GE

$567M

75 positions

#12Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$DDOG $UPST $NEE $COP

$607M

110 positions

#13Petersen Hastings Wealth Advisors Inc.Smart money

Notable overlap · 6 shared positions

$NEE $DDOG $AMN $COP $WEC $PSX

$1.1B

81 positions

#14Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $DDOG $AMN

$181M

94 positions

#15ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$UPST $WM $UNP $KO $GE $COP

$153M

46 positions

#16Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $VZ $HSY

$101M

40 positions

#17Level Financial AdvisorsActive

Notable overlap · 7 shared positions

$UPST $AMN $COP $LRCX $NEE $NOC

$392M

92 positions

#18ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 4 shared positions

$UPST $AMN $UNP $COP

$370M

119 positions

#19Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $COP $PSX

$184M

56 positions

#20Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $DDOG $COP

$333M

198 positions

#21Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $DDOG $COP $KO

$109M

1,311 positions

#22GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $DDOG $AMN

$128M

42 positions

#23Miller Investment Management, LPSmart money

Notable overlap · 3 shared positions

$UPST $PNC $PSX

$1.0B

86 positions

#24Kane Co Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NEE $DDOG $AMN

$119M

51 positions

#25VOISARD ASSET MANAGEMENT GROUP, INC.Active

Notable overlap · 6 shared positions

$UPST $NEE $AMN $GE $COP $LRCX

$469M

104 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.