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 Comprehensive Money Services

13F Portfolio OverlapQ1 2026Comprehensive Money Services portfolio →

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Most similar hedge funds by 13F overlap

Comprehensive Money Management Services LLC is an institutional investor managing $152M across 193 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 Comprehensive Money Services are Elwood & Goetz Wealth Advisory Group,, AMERICAN FINANCIAL & TAX STRATEGIES, Financial Gravity Asset ,, with shared positions in $WT, $RELX, $IAU, $SCHW, $GMM, $HSBC. The full ranking of 25 similar funds is below.

#1Elwood & Goetz Wealth Advisory Group, LLCActive

Notable overlap · 6 shared positions

$WT $RELX $IAU $SCHW $GMM $HSBC

$589M

138 positions

#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 5 shared positions

$WT $SNPS $GMM $SCHW $UNIT

$206M

97 positions

#3Financial Gravity Asset Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $SNPS $GMM $RELX

$562M

973 positions

#4Leslie Global Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $GSAT $IAU $GMM

$190M

79 positions

#5Virtus Family Office LLCPassive

Some overlap · 3 shared positions

$WT $SNPS $IAU

$117M

73 positions

#6Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $IAU $NEM $FLEX

$477M

70 positions

#7WT Wealth ManagementPassive

Some overlap · 5 shared positions

$WT $RELX $SIVR $GSAT $SCHW

$336M

138 positions

#8WESCAP Management Group, Inc.Active

Some overlap · 7 shared positions

$WT $IAU $SCHW $GMM $UNIT $API

$508M

107 positions

#9Barry Investment Advisors, LLCActive

Some overlap · 5 shared positions

$WT $HSBC $FLEX $RELX $UNIT

$454M

99 positions

#10Old Port AdvisorsPassive

Some overlap · 5 shared positions

$IAU $GSAT $WT $HSBC $RYN

$434M

239 positions

#11Marion Wealth ManagementPassive

Some overlap · 3 shared positions

$WT $SNPS $CRM

$451M

146 positions

#12Ridge Creek Global, IncActive

Some overlap · 4 shared positions

$WT $IAU $NEM $FLEX

$118M

85 positions

#13Almanack Investment Partners, LLC.Active

Some overlap · 6 shared positions

$WT $HSBC $GSAT $SIVR $SCHW $API

$592M

177 positions

#14First Eagle Investment Management, LLCActive

Some overlap · 5 shared positions

$NEM $WY $CRM $WPM $B

$75.6B

425 positions

#15REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $IAU $WMB $UNIT

$697M

218 positions

#16Columbus Macro, LLCPassive

Some overlap · 4 shared positions

$SNPS $KMI $WMB $RYN

$936M

200 positions

#17KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$WT $CRM $GMM $NEM

$743M

262 positions

#18Fermata Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $IAU $FLEX $GSAT

$444M

232 positions

#19Valued Retirements, Inc.Passive

Some overlap · 5 shared positions

$WT $IAU $FLEX $WELL $IRM

$102M

90 positions

#20Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $IAU $SCHW $UNIT

$365M

111 positions

#21Arta Finance Wealth Management LLCPassive

Some overlap · 5 shared positions

$WT $IAU $SIVR $CRM $GSAT

$202M

95 positions

#22Gemsstock Ltd.Active

Some overlap · 4 shared positions

$GSAT $NEM $B $CRM

$949M

28 positions

#23REGIMEN WEALTH, LLCActive

Some overlap · 4 shared positions

$WT $SNPS $IAU $WPM

$342M

70 positions

#24WealthCare Investment Partners, LLCPassive

Some overlap · 5 shared positions

$GSAT $IAU $CRM $WT $UNIT

$360M

191 positions

#25Systelligence, LLCPassive

Some overlap · 4 shared positions

$WT $IAU $SIVR $GSAT

$514M

56 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.