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 CALIBER WEALTH , / KS

13F Portfolio OverlapQ1 2026CALIBER WEALTH , / KS portfolio →

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Most similar hedge funds by 13F overlap

CALIBER WEALTH MANAGEMENT, LLC / KS is an institutional investor managing $914M across 270 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 CALIBER WEALTH , / KS are Phoenix Wealth Advisors, Bowman & S.C., Scissortail Wealth ,, with shared positions in $OKE, $MPC, $JCI, $VZ, $APD, $CB. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Notable overlap · 13 shared positions

$OKE $MPC $JCI $VZ $APD $CB

$253M

126 positions

#2Bowman & Co S.C.

Some overlap · 12 shared positions

$AMN $DDOG $MPC $JCI $APD $CB

$237M

118 positions

#3Scissortail Wealth Management, LLCPassive

Some overlap · 14 shared positions

$MPC $JCI $DVN $VZ $APD $UNH

$498M

115 positions

#4CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$SLV $AMN $NKE $ETN $NEE $JHG

$309M

132 positions

#5Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 13 shared positions

$MPC $JCI $BRZE $VZ $APD $CB

$224M

71 positions

#6Clear Trail Advisors, LLCPassive

Some overlap · 13 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$601M

149 positions

#7Tulsa Wealth Advisors, INCActive

Some overlap · 13 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$570M

150 positions

#8COLLECTIVE FAMILY OFFICE LLCPassive

Some overlap · 5 shared positions

$OKE $AMN $NKE $DDOG $BRZE

$489M

161 positions

#9HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 12 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$419M

144 positions

#10Winthrop Partners - WNY, LLCPassive

Some overlap · 12 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$188M

87 positions

#11Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 11 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$337M

193 positions

#12PCG Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$SLV $AMN $OKE $JHG $HCA

$395M

164 positions

#13Wealth Intelligence, LLCActive

Some overlap · 11 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$208M

58 positions

#14Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$SLV $NKE $VZ $UNH $NEE $JHG

$477M

70 positions

#15ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 5 shared positions

$SLV $NKE $DDOG $BRZE $UNH

$753M

159 positions

#16Heritage Wealth Management, Inc.Passive

Some overlap · 8 shared positions

$AMN $MPC $JCI $VZ $CB $ADI

$202M

157 positions

#17Ariadne Wealth Management, LPPassive

Some overlap · 3 shared positions

$SLV $AMN $NKE

$223M

248 positions

#18TMB Capital Partners, LLCPassive

Some overlap · 10 shared positions

$MPC $JCI $VZ $UNH $CB $MSI

$297M

176 positions

#19Invera Wealth Advisors, LLCPassive

Some overlap · 10 shared positions

$MPC $JCI $APD $CB $MSI $CME

$156M

98 positions

#20COWA, LLCActive

Some overlap · 3 shared positions

$OKE $AMN $NKE

$371M

158 positions

#21IAG Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$SLV $OKE $JHG $JCI $NEE

$896M

509 positions

#22Meadow Creek Wealth Advisors LLCPassive

Some overlap · 7 shared positions

$AMN $MPC $CB $MSI $ADI $ETN

$155M

135 positions

#23Good Steward Wealth Advisors,LLCPassive

Some overlap · 7 shared positions

$OKE $SLV $BRZE $UNP $NEE $MPC

$156M

68 positions

#24Symphony Financial, Ltd. Co.Passive

Some overlap · 4 shared positions

$OKE $AMN $VZ $NEE

$755M

315 positions

#25Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 4 shared positions

$SLV $NKE $BRZE $NEE

$414M

694 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.