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 Infinity Wealth Counsel,

13F Portfolio OverlapQ1 2026Infinity Wealth Counsel, portfolio →

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Most similar hedge funds by 13F overlap

Infinity Wealth Counsel, LLC is an institutional investor managing $124M across 65 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 Infinity Wealth Counsel, are SWAN, Employees' Retirement Fund of the City of Fort Worth, Ariston Services Group, with shared positions in $HUM, $KKR, $SCHW, $UNIT, $MAR, $IAU. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $SCHW $UNIT $MAR

$272M

554 positions

#2Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 4 shared positions

$HUM $KKR $SCHW $UNIT

$230M

21 positions

#3Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $KKR $SCHW $IAU

$167M

71 positions

#4Tide Cove Capital Partners LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $SCHW $DHR

$147M

13 positions

#5FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $UNIT $IAU $SCHW $MAR

$176M

104 positions

#6Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 6 shared positions

$KKR $HUM $UNIT $IAU $SCHW $WT

$365M

111 positions

#7Wealth Care LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $IAU $WT

$113M

67 positions

#8Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $WT

$116M

80 positions

#9Juno Financial Group LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $SCHW $DHR

$255M

70 positions

#10Firestone Capital ManagementPassive

Notable overlap · 5 shared positions

$HUM $SCHW $UNIT $IAU $DHR

$480M

160 positions

#11Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$HUM $KKR $SCHW $WT

$104M

20 positions

#12Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$194M

54 positions

#13Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $IAU

$356M

180 positions

#14Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $MAR

$3.0B

455 positions

#15Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $DUK

$160M

106 positions

#16Human Investing LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $SCHW

$687M

96 positions

#17Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $SCHW

$98M

197 positions

#18White Lighthouse Investment Management Inc.Active

Notable overlap · 7 shared positions

$KKR $HUM $IAU $UNIT $SCHW $MAR

$721M

145 positions

#19Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $IAU

$169M

170 positions

#20Crews Bank & TrustPassive

Notable overlap · 3 shared positions

$HUM $KKR $DHR

$690M

673 positions

#21Capital Advisors Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $SCHW $UNIT $IAU $MAR

$745M

219 positions

#22Vermillion Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$HUM $SCHW $KKR $MAR

$255M

1,563 positions

#23Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $UNIT $IAU $KKR $DHR

$98M

68 positions

#24Arlington Trust Co LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $IAU $DHR

$1.1B

844 positions

#25Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $DHR

$156M

44 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.