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 PTM WEALTH ,

13F Portfolio OverlapQ1 2026PTM WEALTH , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PTM WEALTH MANAGEMENT, LLC is an institutional investor managing $189M across 56 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 PTM WEALTH , are LEE JOHNSON ,, Compass Advisory Group, Financial Council,, with shared positions in $LEN, $LMT, $GEV, $REGN, $DOV, $CEG. The full ranking of 25 similar funds is below.

#1LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$LEN $LMT $GEV

$279M

80 positions

#2Compass Advisory Group LLCActive

Substantial overlap · 3 shared positions

$LEN $REGN $DOV

$374M

86 positions

#3Financial Council, LLCActive

Notable overlap · 3 shared positions

$LEN $CEG $GEV

$259M

101 positions

#4ATX Financial Planning, LLCPassive

Notable overlap · 3 shared positions

$LEN $CEG $KKR

$132M

81 positions

#5MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$SLV $LRCX $CEG

$1.3B

143 positions

#6Long Island Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$LEN $REGN $DOV

$216M

89 positions

#7Presidio Capital Management, LLCActive

Notable overlap · 4 shared positions

$REGN $LEN $CEG $SLV

$344M

79 positions

#8Financial Services Advisory IncActive

Notable overlap · 3 shared positions

$LEN $REGN $WTRG

$210M

58 positions

#9Longview Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$REGN $LMT $CEG $EXC

$164M

163 positions

#10Anson Capital, Inc.Passive

Notable overlap · 3 shared positions

$REGN $FBTC $KKR

$146M

90 positions

#11CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$REGN $SLV $KKR

$149M

96 positions

#12Owen LaRue, LLCPassive

Notable overlap · 3 shared positions

$REGN $CEG $GEV

$261M

128 positions

#13Prota Financial, LLCActive

Notable overlap · 4 shared positions

$REGN $LMT $LRCX $GEV

$138M

67 positions

#14BEAM WEALTH ADVISORS, INC.Active

Notable overlap · 3 shared positions

$SLV $FBTC $REGN

$402M

108 positions

#15Decker Wealth Management LLCPassive

Some overlap · 3 shared positions

$REGN $KKR $LMT

$441M

105 positions

#16Holos Integrated Wealth LLCPassive

Some overlap · 4 shared positions

$LEN $REGN $LMT $WTRG

$198M

412 positions

#17Abundance Wealth CounselorsActive

Some overlap · 3 shared positions

$LEN $EXC $LRCX

$697M

246 positions

#18Briaud Financial Planning, IncActive

Some overlap · 3 shared positions

$SLV $KKR $LMT

$381M

38 positions

#19Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$LEN $KKR $DOV

$121M

79 positions

#20Sandbox Financial Partners, LLCActive

Some overlap · 4 shared positions

$LEN $REGN $GEV $KKR

$356M

117 positions

#21Hapanowicz & Associates Financial Services, IncSmart money

Some overlap · 3 shared positions

$LEN $LMT $DOV

$251M

31 positions

#22Asempa Wealth AdvisorsPassive

Some overlap · 3 shared positions

$LEN $LMT $KKR

$115M

115 positions

#23Atlas Wealth Partners, LLCActive

Some overlap · 3 shared positions

$REGN $FBTC $SLV

$97M

65 positions

#24Sageworth Trust CoActive

Some overlap · 4 shared positions

$LEN $DOV $KKR $GEV

$2.3B

172 positions

#25Certified Advisory CorpPassive

Some overlap · 4 shared positions

$REGN $SLV $LMT $KKR

$1.1B

318 positions

Compare PTM 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 PTM 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.