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 Lionshead Wealth ,

13F Portfolio OverlapQ1 2026Lionshead Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Lionshead Wealth Management, LLC is an institutional investor managing $136M across 108 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 Lionshead Wealth , are First Financial Group, IFC & Insurance Marketing,, Three Magnolias Financial Advisors,, with shared positions in $JHG, $SNOW, $WT, $DIS, $UPST, $PLTR. The full ranking of 25 similar funds is below.

#1First Financial Group CorpActive

Substantial overlap · 4 shared positions

$JHG $SNOW $WT $DIS

$122M

80 positions

#2IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$JHG $SNOW $UPST $PLTR

$96M

72 positions

#3Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$JHG $WT $PLTR $PFE

$157M

103 positions

#4WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $WT

$156M

139 positions

#5Miller Global Investments, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $PFE $AMD

$109M

279 positions

#6Symphony Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$JHG $WT $PFE

$195M

99 positions

#7Split Rock Private Trading & Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $PWR $SNOW

$129M

46 positions

#8Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $TMO $SNOW

$237M

67 positions

#9INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$JHG $WT $PFE

$803M

181 positions

#10ALLIANZ SEActive

Notable overlap · 4 shared positions

$JHG $PFE $AMD $DIS

$9.0B

473 positions

#11Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $PFE $SNOW

$122M

69 positions

#12Blackhawk Capital Partners, LLCPassive

Notable overlap · 5 shared positions

$SNOW $UPST $JHG $WT $PWR

$273M

141 positions

#1349 WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SNOW $JHG $UPST

$1.3B

203 positions

#14Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $PLTR $AMD

$290M

485 positions

#15MBA Advisors LLCPassive

Notable overlap · 4 shared positions

$SNOW $WT $JHG $UPST

$260M

146 positions

#16Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 3 shared positions

$JHG $WT $PLTR

$144M

387 positions

#17Retirement Management Systems Inc.Active

Notable overlap · 3 shared positions

$SNOW $WT $JHG

$415M

51 positions

#18Northeast Financial Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $JHG $TMO

$404M

90 positions

#19Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $WT $UPST

$227M

74 positions

#20WT Wealth ManagementPassive

Notable overlap · 4 shared positions

$JHG $WT $SNOW $TMUS

$336M

138 positions

#21Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $WT

$306M

1,121 positions

#22Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$JHG $SNOW $UPST

$478M

42 positions

#23TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $JHG $UPST

$307M

76 positions

#24Discipline Wealth Solutions, LLCActive

Notable overlap · 3 shared positions

$SNOW $UPST $WT

$950M

192 positions

#25NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $PFE $AMD

$229M

73 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.