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 Fourth Dimension Wealth

13F Portfolio OverlapQ2 2026Fourth Dimension Wealth portfolio →

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Most similar hedge funds by 13F overlap

Fourth Dimension Wealth, LLC is an institutional investor managing $316M across 679 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Fourth Dimension Wealth are Evergreen Quality Fund GP, Ltd., Markin Volterra Fund, Retireful, with shared positions in $GLDM, $GLW, $STX, $SNDK, $MRVL, $CRWD. The full ranking of 25 similar funds is below.

#1Evergreen Quality Fund GP, Ltd.Active

Some overlap · 5 shared positions

$GLDM $GLW $STX $SNDK $MRVL

$6.2B

43 positions

#2Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$GLW $STX $SNDK $MRVL $CRWD $NVT

$147M

69 positions

#3Retireful, LLCPassive

Some overlap · 6 shared positions

$GLW $STX $SNDK $MRVL $CRWD $NVT

$116M

86 positions

#4LifeGoal Investments, LLCActive

Some overlap · 4 shared positions

$GLDM $STX $SNDK $STT

$328M

213 positions

#5LIFELONG WEALTH ADVISORS, INC.Smart money

Some overlap · 4 shared positions

$GLDM $GLW $STX $MRVL

$432M

104 positions

#6Donoghue Forlines LLCPassive

Some overlap · 6 shared positions

$STX $SNDK $STT $MRVL $CRWD $NVT

$387M

114 positions

#7Fedenia Advisers LLCActive

Some overlap · 5 shared positions

$GLW $STX $SNDK $STT $MRVL

$425M

121 positions

#8Stonebridge Capital Advisors LLCPassive

Some overlap · 6 shared positions

$GLW $STT $MCD $MRVL $ETN $DUK

$1.6B

215 positions

#9Compass Wealth Management, LLC/GAActive

Some overlap · 4 shared positions

$GLDM $SNDK $STT $CRWD

$251M

74 positions

#10TABLEAUX LLCActive

Some overlap · 4 shared positions

$GLDM $GLW $MCD $MPC

$245M

123 positions

#11Polar Capital Holdings PlcActive

Some overlap · 5 shared positions

$GLW $STX $SNDK $MRVL $CRWD

$42.4B

245 positions

#12VMS Asset Management LimitedActive

Some overlap · 5 shared positions

$GLW $STX $SNDK $MRVL $CRWD

$264M

32 positions

#13Goldstream Capital Management LtdActive

Some overlap · 5 shared positions

$GLW $STX $SNDK $MRVL $CRWD

$132M

45 positions

#14SEEDS INVESTOR LLCPassive

Some overlap · 5 shared positions

$GLW $STX $SNDK $MRVL $STT

$973M

379 positions

#15SBI Securities Co., Ltd.Passive

Some overlap · 5 shared positions

$GLDM $SNDK $CRWD $MRVL $SPCX

$4.4B

4,126 positions

#16Meredith Wealth PlanningActive

Some overlap · 4 shared positions

$GLDM $STX $MCD $ETN

$401M

80 positions

#17SNS Financial Group, LLCPassive

Some overlap · 4 shared positions

$GLDM $STT $CRWD $ETN

$5.2B

549 positions

#18Fortis Advisors, LLCActive

Some overlap · 3 shared positions

$GLDM $GLW $STX

$214M

122 positions

#19ROMANO BROTHERS AND COMPANYPassive

Some overlap · 5 shared positions

$GLW $STX $SNDK $ETN $DUK

$985M

331 positions

#20Paladin Wealth, LLCPassive

Some overlap · 4 shared positions

$GLDM $MCD $CRWD $ETN

$185M

156 positions

#21Gradient Investments LLCPassive

Some overlap · 4 shared positions

$GLDM $MCD $CRWD $ETN

$7.0B

457 positions

#22Q3 Asset ManagementActive

Some overlap · 4 shared positions

$GLDM $STX $MRVL $MPC

$546M

70 positions

#23Riggs Asset Managment Co. Inc.Passive

Some overlap · 5 shared positions

$GLW $SNDK $MRVL $CRWD $ETN

$560M

132 positions

#24LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$GLDM $STX $STT $GLW

$1.2B

232 positions

#25KICKSTAND VENTURES, LLC.Active

Some overlap · 4 shared positions

$GLDM $STX $MRVL $ETN

$550M

154 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.