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 OverlapQ1 2026Fourth Dimension Wealth, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fourth Dimension Wealth, LLC is an institutional investor managing $264M across 596 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 Fourth Dimension Wealth, are 1 NORTH WEALTH SERVICES, Lionshead Wealth ,, CASTLE WEALTH, with shared positions in $JHG, $DIA, $WT, $USB, $MCD, $AMD. The full ranking of 25 similar funds is below.

#11 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 5 shared positions

$JHG $DIA $WT $USB $MCD

$277M

270 positions

#2Lionshead Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $AMD $SNOW

$136M

108 positions

#3CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $WT $ETN $MAR $USB

$309M

132 positions

#4Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $WT $MU $MAR

$144M

387 positions

#5Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $APD $DUK

$157M

103 positions

#6First Financial Group CorpActive

Notable overlap · 4 shared positions

$JHG $WT $DUK $SNOW

$122M

80 positions

#7WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $WT $SNOW $USB

$336M

138 positions

#8Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$JHG $WT $ETN $HSY

$462M

53 positions

#9Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $WT $MAR

$195M

99 positions

#10Hamilton Capital, LLCSmart money

Notable overlap · 4 shared positions

$JHG $WT $COP $MCD

$1.9B

152 positions

#11Mason & Associates IncActive

Notable overlap · 4 shared positions

$JHG $WT $AMD $COP

$516M

160 positions

#12NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $AMD $MAR

$232M

168 positions

#13Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $DIA $MCD

$89M

81 positions

#14Bulwark Capital CorpActive

Some overlap · 5 shared positions

$JHG $WT $COP $MAR $SNOW

$162M

100 positions

#15Clearwater Capital Advisors, LLCActive

Some overlap · 6 shared positions

$JHG $WT $SNOW $USB $COP $MCD

$1.2B

177 positions

#16YARGER WEALTH STRATEGIES, LLCPassive

Some overlap · 3 shared positions

$JHG $WT $MU

$248M

125 positions

#17New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$JHG $WT $COP $MAR

$866M

194 positions

#18AIFG Consultants Ltd.

Some overlap · 3 shared positions

$JHG $WT $MU

$58M

54 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$JHG $WT $MCD $SNOW

$156M

139 positions

#20Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 4 shared positions

$JHG $AMD $COP $ETN

$407M

601 positions

#21HIGHLINE WEALTH PARTNERS LLCPassive

Some overlap · 5 shared positions

$JHG $AMD $ETN $MAR $DIA

$392M

1,298 positions

#22IVC Wealth Advisors LLCPassive

Some overlap · 5 shared positions

$JHG $COP $MCD $ETN $USB

$230M

173 positions

#23INTEGRITY WEALTH ADVISORS, INC.Active

Some overlap · 3 shared positions

$JHG $WT $MU

$168M

73 positions

#24CGN Advisors LLCPassive

Some overlap · 5 shared positions

$JHG $WT $MCD $DUK $USB

$1.3B

317 positions

#25ALLIANZ SEActive

Some overlap · 4 shared positions

$JHG $AMD $MCD $HSY

$9.0B

473 positions

Compare Fourth Dimension 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 Fourth Dimension 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.