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 MEMBERS WEALTH

13F Portfolio OverlapQ1 2026MEMBERS WEALTH portfolio →

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Most similar hedge funds by 13F overlap

MEMBERS WEALTH LLC is an institutional investor managing $182M across 120 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 MEMBERS WEALTH are Sound View Wealth Advisors Group,, Wilkins Miller Wealth ,, Gratus Wealth Advisors,, with shared positions in $HLT, $SSL, $HUM, $KO, $MAR, $SO. The full ranking of 25 similar funds is below.

#1Sound View Wealth Advisors Group, LLCPassive

Notable overlap · 6 shared positions

$HLT $SSL $HUM $KO $MAR $SO

$1.5B

422 positions

#2Wilkins Miller Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HLT $SSL $HUM $KO $SO $LOW

$165M

89 positions

#3Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$HLT $SSL $HUM $MAR

$691M

138 positions

#4LITTLEJOHN FINANCIAL SERVICES, INC.Passive

Notable overlap · 3 shared positions

$HLT $SSL $HUM

$133M

61 positions

#5RVW Wealth, LLCActive

Some overlap · 5 shared positions

$HLT $SSL $MDY $HUM $SYK

$1.3B

176 positions

#6InvesTrustPassive

Some overlap · 3 shared positions

$SSL $HLT $KO

$238M

91 positions

#7Windsor Capital Management, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $KO

$355M

123 positions

#8Summit Asset Management, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $KO

$719M

172 positions

#9EIGHT 31 FINANCIAL, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $KO

$166M

72 positions

#10Cornerstone Planning, LLCPassive

Some overlap · 4 shared positions

$SSL $HLT $KO $LOW

$443M

141 positions

#11THREADGILL FINANCIAL, LLCActive

Some overlap · 3 shared positions

$HLT $SSL $KO

$344M

44 positions

#12WOODMONT INVESTMENT COUNSEL LLCActive

Some overlap · 4 shared positions

$SSL $HLT $HUM $KO

$1.6B

263 positions

#13Commonwealth Financial Services, LLCPassive

Some overlap · 3 shared positions

$SSL $HLT $KO

$632M

278 positions

#14Breachway Investments LLCActive

Some overlap · 3 shared positions

$SSL $HLT $MDY

$104M

96 positions

#15Houlihan Financial Resource Group, Ltd.Passive

Some overlap · 4 shared positions

$SSL $HLT $MAR $MDY

$257M

109 positions

#16SONATA CAPITAL GROUP INCPassive

Some overlap · 6 shared positions

$SSL $HLT $HUM $MAR $MDY $DDOG

$271M

123 positions

#17VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$SSL $HLT $SO $LOW

$187M

55 positions

#18Paradigm, Strategies in Wealth Management, LLCActive

Some overlap · 4 shared positions

$SSL $HLT $UNH $MDY

$147M

55 positions

#1910Elms LLPPassive

Some overlap · 3 shared positions

$SSL $HLT $HUM

$159M

480 positions

#20Madden Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$SSL $HUM $HLT $MAR $MDY

$254M

108 positions

#21NOVEM GROUPPassive

Some overlap · 3 shared positions

$HLT $SSL $HUM

$873M

437 positions

#22CAPITAL ADVISORS INC/OKPassive

Some overlap · 5 shared positions

$HLT $SSL $KO $SYK $SO

$6.2B

357 positions

#23Praetorian Wealth Management, Inc.Active

Some overlap · 4 shared positions

$SSL $HLT $MAR $HUM

$526M

77 positions

#24Godshalk Welsh Capital Management, Inc.Passive

Some overlap · 4 shared positions

$SSL $HLT $HUM $LOW

$172M

129 positions

#25Signature Wealth Management GroupPassive

Some overlap · 3 shared positions

$HLT $SSL $SO

$263M

128 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.