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 Yukon Wealth ,

13F Portfolio OverlapQ1 2026Yukon Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Yukon Wealth Management, Inc. is an institutional investor managing $168M across 79 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 Yukon Wealth , are Stokes Family Office,, Madson Wealth Advisors, Aznar Financial Advisors,, with shared positions in $HUM, $SE, $UNIT, $MDLZ, $IAU, $DHR. The full ranking of 25 similar funds is below.

#1Stokes Family Office, LLCPassive

Some overlap · 5 shared positions

$HUM $SE $UNIT $MDLZ $IAU

$969M

276 positions

#2Madson Wealth Advisors IncPassive

Some overlap · 5 shared positions

$HUM $SE $DHR $MDLZ $IAU

$120M

84 positions

#3Aznar Financial Advisors, LLC

Some overlap · 4 shared positions

$HUM $SE $DHR $IAU

$104M

31 positions

#4Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$HUM $SE $UNIT

$1.1B

244 positions

#5Juno Financial Group LLCActive

Some overlap · 3 shared positions

$HUM $SE $DHR

$255M

70 positions

#6Modera Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $SE $UNIT

$8.3B

635 positions

#7Snider Financial GroupPassive

Some overlap · 3 shared positions

$HUM $SE $DHR

$331M

102 positions

#8VPR Management LLCActive

Some overlap · 3 shared positions

$HUM $SE $IAU

$250M

65 positions

#9Cornerstone Financial Management LLCPassive

Some overlap · 4 shared positions

$HUM $MUFG $SE $UNIT

$109M

1,311 positions

#10Noble Family Wealth, LLCActive

Some overlap · 3 shared positions

$HUM $SE $UNIT

$484M

76 positions

#11Sherman Wealth Management LLCPassive

Some overlap · 3 shared positions

$HUM $GMM $UNIT

$116M

80 positions

#12STUDIO INVESTMENT MANAGEMENT LLCActive

Some overlap · 3 shared positions

$HUM $HSY $UNIT

$547M

180 positions

#13Fullerton Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $GMM $DHR

$97M

53 positions

#14Bigelow Investment Advisors, LLCPassive

Some overlap · 4 shared positions

$HUM $HSY $DHR $IAU

$250M

153 positions

#15Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$HUM $UNIT $DHR $IAU

$98M

68 positions

#16Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$HUM $UNIT $DHR $IAU

$480M

160 positions

#17McClarren Financial Advisors, Inc.Active

Some overlap · 3 shared positions

$HUM $UNIT $HSY

$169M

79 positions

#18Interactive Financial AdvisorsActive

Some overlap · 3 shared positions

$HUM $SE $IAU

$153M

78 positions

#19Kastel Capital Advisors, LLCActive

Some overlap · 3 shared positions

$HUM $UNIT $DHR

$163M

55 positions

#20Leo H. Evart, Inc.Passive

Some overlap · 3 shared positions

$HUM $UNIT $DHR

$117M

298 positions

#21Infinity Wealth Counsel, LLCPassive

Some overlap · 4 shared positions

$HUM $UNIT $DHR $IAU

$109M

63 positions

#22Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $GMM $IAU

$405M

298 positions

#23Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$HUM $UNIT $MDLZ

$436M

125 positions

#24Dentgroup LLC

Some overlap · 6 shared positions

$HUM $SE $UNIT $DHR $MDLZ $IAU

$146M

93 positions

#25Kohmann Bosshard Financial Services, LLCActive

Some overlap · 3 shared positions

$HUM $UNIT $GMM

$1.2B

1,060 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.