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 RESOLUTE ,

13F Portfolio OverlapQ1 2026RESOLUTE , portfolio →

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Most similar hedge funds by 13F overlap

RESOLUTE CAPITAL, LLC is an institutional investor managing $247M across 57 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 RESOLUTE , are McGrath & Associates,, Gaddis Premier Wealth Advisors, SKY-MOUNTAIN ,, with shared positions in $WT, $BRZE, $DUK, $ET, $T, $JHG. The full ranking of 25 similar funds is below.

#1McGrath & Associates, Inc.Active

Substantial overlap · 3 shared positions

$WT $BRZE $DUK

$68M

41 positions

#2Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 4 shared positions

$WT $ET $T $JHG

$136M

85 positions

#3SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Substantial overlap · 3 shared positions

$WT $BRZE $KKR

$139M

37 positions

#4TopTier Wealth Management, LLCPassive

Substantial overlap · 5 shared positions

$WT $ET $DHR $HUM $SLV

$163M

795 positions

#5Stonebridge Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$WT $JHG $MAR

$104M

36 positions

#6Team Financial Group, LLCActive

Substantial overlap · 3 shared positions

$WT $KKR $HUM

$220M

273 positions

#7COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $JHG $HUM

$157M

92 positions

#8Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $MAR $SLV

$126M

67 positions

#9Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $BRZE $HUM

$501M

68 positions

#10Global View Capital Management LLCActive

Substantial overlap · 3 shared positions

$WT $FITB $SLV

$377M

140 positions

#11Lunt Capital Management, Inc.Active

Substantial overlap · 5 shared positions

$WT $SHEL $DHR $DUK $MAR

$260M

97 positions

#12Exit Wealth Advisors, LLC.Active

Substantial overlap · 4 shared positions

$WT $BRZE $JHG $SLV

$195M

131 positions

#13Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $DUK $HUM

$122M

348 positions

#14Wealthcare Capital Partners, LLCActive

Substantial overlap · 5 shared positions

$WT $KKR $JHG $HUM $SLV

$213M

153 positions

#15Morton Capital Management LLC/CASmart money

Substantial overlap · 4 shared positions

$WT $KKR $ET $HUM

$672M

139 positions

#16Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 3 shared positions

$WT $KKR $MAR

$219M

145 positions

#17INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $ET $GILD

$252M

89 positions

#18Spinnaker Investment Group, LLCActive

Substantial overlap · 3 shared positions

$WT $DUK $HUM

$491M

147 positions

#19tru Independence LLCPassive

Substantial overlap · 5 shared positions

$WT $JHG $FITB $MAR $HUM

$202M

102 positions

#20FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$WT $BRZE $HUM

$264M

25 positions

#21Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $BRZE $JHG $CVS

$89M

81 positions

#22BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $BRZE $JHG $KKR $HUM

$2.5B

453 positions

#23Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $DUK $MAR $HUM

$3.2B

481 positions

#24SYKON CAPITAL LLCActive

Notable overlap · 5 shared positions

$WT $BRZE $MAR $FITB $JHG

$300M

88 positions

#25Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $SHEL $HUM

$142M

76 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.