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 WPG Advisers,

13F Portfolio OverlapQ1 2026WPG Advisers, portfolio →

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Most similar hedge funds by 13F overlap

WPG Advisers, LLC is an institutional investor managing $136M across 1,476 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 WPG Advisers, are Innovative Wealth Building, TABR ,, Vickerman Investment Advisors,, with shared positions in $OKE, $SNOW, $BAC, $DDOG, $WDC, $MU. The full ranking of 25 similar funds is below.

#1Innovative Wealth Building LLCActive

Some overlap · 4 shared positions

$OKE $SNOW $BAC $DDOG

$142M

70 positions

#2TABR Capital Management, LLCActive

Some overlap · 3 shared positions

$OKE $WDC $MU

$109M

54 positions

#3Vickerman Investment Advisors, Inc.Active

Some overlap · 3 shared positions

$OKE $SNOW $GE

$476M

94 positions

#4Navigation Group, LLCActive

Some overlap · 4 shared positions

$OKE $BAC $CTVA $PLTR

$427M

113 positions

#5Sprinkle Financial Consultants LLCPassive

Some overlap · 3 shared positions

$OKE $WDC $GE

$217M

99 positions

#6WESPAC Advisors, LLCPassive

Some overlap · 3 shared positions

$OKE $GE $MU

$183M

178 positions

#7Clearwave Capital, LLCPassive

Some overlap · 3 shared positions

$OKE $GE $MU

$146M

146 positions

#8Clark Wealth PartnersActive

Some overlap · 3 shared positions

$OKE $BAC $PLTR

$149M

604 positions

#9Bulwark Capital CorpActive

Some overlap · 3 shared positions

$OKE $SNOW $GE

$162M

100 positions

#10IFS Group,LLCPassive

Some overlap · 3 shared positions

$OKE $PLTR $GE

$112M

144 positions

#11IRONWOOD WEALTH MANAGEMENT, INC.Active

Some overlap · 3 shared positions

$OKE $CTVA $SNOW

$223M

31 positions

#12Embree Financial GroupPassive

Some overlap · 3 shared positions

$OKE $PLTR $BAC

$849M

265 positions

#13Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$OKE $BAC $GE

$267M

33 positions

#14Navis Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$OKE $SNOW $MU

$196M

175 positions

#15Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$OKE $DDOG $SNOW $PLTR $GE

$345M

78 positions

#16Symphony Financial, Ltd. Co.Passive

Some overlap · 3 shared positions

$OKE $APP $GE

$755M

315 positions

#17Owen LaRue, LLCPassive

Some overlap · 3 shared positions

$OKE $PLTR $GE

$261M

128 positions

#18GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$OKE $DDOG $SNOW $GE

$318M

182 positions

#19COFG Advisors, LLCPassive

Some overlap · 3 shared positions

$OKE $PLTR $MU

$404M

241 positions

#20GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$DDOG $SNOW $PLTR $APP $MU

$209M

42 positions

#21BYRNE FINANCIAL FREEDOM, LLCPassive

Some overlap · 4 shared positions

$OKE $PLTR $GE $MU

$209M

103 positions

#22IBEX WEALTH ADVISORSPassive

Some overlap · 4 shared positions

$OKE $PLTR $APP $MU

$1.1B

203 positions

#23MidFirst BankPassive

Some overlap · 4 shared positions

$DDOG $OKE $SNOW $CTVA

$1.2B

926 positions

#24Eaton Financial Holdings Company, LLCPassive

Some overlap · 5 shared positions

$DDOG $SNOW $PLTR $BAC $MU

$305M

125 positions

#25Forum Financial Management, LPSmart money

Some overlap · 3 shared positions

$OKE $DDOG $PLTR

$7.1B

331 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.