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 Warner Group

13F Portfolio OverlapQ1 2026Warner Group portfolio →

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Most similar hedge funds by 13F overlap

Warner Group LLC is an institutional investor managing $153M across 78 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 Warner Group are Solutions 4 Wealth, Ltd, Authentikos Wealth Advisory,, SFI Advisors,, with shared positions in $WT, $GSAT, $MAR, $AMD, $OTIS, $REGN. The full ranking of 25 similar funds is below.

#1Solutions 4 Wealth, LtdPassive

Notable overlap · 3 shared positions

$WT $GSAT $MAR

$66M

55 positions

#2Authentikos Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$WT $GSAT $AMD

$148M

70 positions

#3SFI Advisors, LLCPassive

Notable overlap · 4 shared positions

$OTIS $GSAT $WT $REGN

$95M

48 positions

#4IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $GSAT $REGN $AMD

$446M

95 positions

#5Fortune Financial Group, Inc.Active

Notable overlap · 4 shared positions

$WT $GSAT $REGN $OTIS

$111M

84 positions

#6Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 6 shared positions

$WT $GSAT $SAN $MAR $CRWD $AXP

$153M

344 positions

#7Systelligence, LLCPassive

Notable overlap · 4 shared positions

$WT $GSAT $SAN $MAR

$514M

56 positions

#8Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $GSAT $REGN

$444M

122 positions

#9MOR Wealth Management, LLCActive

Notable overlap · 5 shared positions

$WT $SHOP $PWR $MAR $AXP

$218M

103 positions

#10HC Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $AON $SAN $GE $AXP

$149M

60 positions

#11CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 4 shared positions

$WT $REGN $SAN $MAR

$149M

96 positions

#12Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $GSAT $REGN

$444M

232 positions

#13MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $GSAT $SAN

$147M

52 positions

#14Lunt Capital Management, Inc.Active

Notable overlap · 4 shared positions

$WT $REGN $MAR $GSAT

$260M

97 positions

#15SYKON CAPITAL LLCActive

Notable overlap · 4 shared positions

$WT $SAN $CRWD $MAR

$300M

88 positions

#16Tidemark, LLCPassive

Notable overlap · 5 shared positions

$WT $MAR $SHOP $REGN $CRWD

$393M

901 positions

#17COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $REGN $GSAT

$157M

92 positions

#18Bravias Capital Group, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $MAR

$153M

96 positions

#19Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $MAR

$170M

48 positions

#20Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $REGN $MAR

$3.2B

481 positions

#21Arta Finance Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $GSAT $AMD

$202M

95 positions

#22CPWA, LLCPassive

Notable overlap · 3 shared positions

$WT $REGN $AMD

$84M

90 positions

#23Stenger Family Office, LLCPassive

Notable overlap · 4 shared positions

$WT $GE $CRWD $AXP

$566M

117 positions

#24tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $OTIS $MAR

$202M

102 positions

#25American Alpha Advisors, LLCActive

Notable overlap · 6 shared positions

$GSAT $WT $REGN $SHOP $CRWD $AMD

$188M

96 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.