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 Topsail Wealth ,

13F Portfolio OverlapQ1 2026Topsail Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Topsail Wealth Management, LLC is an institutional investor managing $678M across 294 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 Topsail Wealth , are Luminvest Wealth, STONE LOFT WEALTH, Seneca Financial Advisors, with shared positions in $BRZE, $DDOG, $MKL, $USB, $COP, $HUM. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 6 shared positions

$BRZE $DDOG $MKL $USB $COP $HUM

$382M

55 positions

#2STONE LOFT WEALTH MANAGEMENT LLCActive

Substantial overlap · 5 shared positions

$BRZE $MKL $USB $COP $HUM

$140M

29 positions

#3Seneca Financial Advisors LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $USB $HUM

$341M

64 positions

#4Sunflower Bank, N.A.Active

Notable overlap · 4 shared positions

$DDOG $BRZE $MDY $MAR

$392M

155 positions

#5Mallini Complete Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$DDOG $BRZE $TXN $HUM

$126M

61 positions

#6Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$BRZE $MKL $DDOG $UNIT

$1.1B

121 positions

#7Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $COP $HUM

$578M

118 positions

#8Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $HUM

$151M

54 positions

#9Newton One Investments LLCActive

Notable overlap · 6 shared positions

$MKL $DDOG $USB $UNIT $HUM $MDY

$368M

121 positions

#10St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $MKL $LEN

$856M

145 positions

#11FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $MKL $USB $COP $UNIT $MAR

$133M

121 positions

#12SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $MKL $DDOG $UNIT $HUM

$103M

37 positions

#13Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$MKL $BRZE $DDOG $UNIT $HUM

$255M

49 positions

#1425 LLCActive

Notable overlap · 4 shared positions

$BRZE $DDOG $USB $UNIT

$324M

69 positions

#15Orcam Financial GroupSmart money

Notable overlap · 6 shared positions

$BRZE $MKL $USB $DDOG $COP $MAR

$141M

62 positions

#16Altiora Financial Group, LLCActive

Notable overlap · 4 shared positions

$DDOG $BRZE $COP $UNIT

$607M

110 positions

#17Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$BRZE $MKL $DDOG $TKO $MAR $HUM

$269M

506 positions

#18Prospera Capital Management, LLCSmart money

Notable overlap · 7 shared positions

$BRZE $MKL $DDOG $USB $COP $UNIT

$199M

45 positions

#19Towneley Capital Management, Inc / DESmart money

Notable overlap · 4 shared positions

$BRZE $DDOG $COP $MKL

$478M

42 positions

#20Joel Adams & Associates, Inc.Active

Notable overlap · 3 shared positions

$DDOG $BRZE $LEN

$135M

64 positions

#21Gleason Group, Inc.Active

Notable overlap · 4 shared positions

$BRZE $DDOG $HUM $MKL

$1.0B

229 positions

#22Vanguard National Trust CoActive

Notable overlap · 7 shared positions

$BRZE $MKL $DDOG $UNIT $MDY $MAR

$1.6B

751 positions

#23Family CFO IncActive

Notable overlap · 5 shared positions

$BRZE $USB $MKL $UNIT $HUM

$223M

41 positions

#24Astoria Strategic Wealth, Inc.Smart money

Notable overlap · 3 shared positions

$DDOG $MKL $LEN

$394M

37 positions

#25Valpey Financial Services, LLCPassive

Notable overlap · 5 shared positions

$BRZE $MKL $USB $UNIT $TKO

$154M

75 positions

Compare Topsail Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Topsail Wealth ,’s holdings

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.