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 Alpha Zero

13F Portfolio OverlapQ1 2026Alpha Zero portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Alpha Zero LLC is an institutional investor managing $198M across 79 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 Alpha Zero are Vertex Planning Partners,, MOULTON WEALTH ,, Sanchez Wealth Group, with shared positions in $WT, $SOLV, $OKE, $CME, $JHG, $ISRG. The full ranking of 25 similar funds is below.

#1Vertex Planning Partners, LLCActive

Substantial overlap · 6 shared positions

$WT $SOLV $OKE $CME $JHG $ISRG

$515M

135 positions

#2MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $OKTA $IAU

$147M

52 positions

#3Sanchez Wealth Management GroupActive

Substantial overlap · 4 shared positions

$WT $SOLV $JHG $IAU

$462M

53 positions

#4Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IAU $IBIT

$125M

29 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $IAU $OKTA $IBIT $RELX

$508M

107 positions

#6Exit Wealth Advisors, LLC.Active

Notable overlap · 4 shared positions

$WT $IAU $JHG $IBIT

$195M

131 positions

#7MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$WT $SOLV $IAU $JHG $ASML

$260M

146 positions

#8MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$WT $IAU $OKE $WM

$1.3B

143 positions

#9Fermata Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $IAU $OKE $JHG

$444M

232 positions

#10CATHY PARETO & ASSOCIATES, INCPassive

Notable overlap · 3 shared positions

$WT $IAU $IBIT

$149M

96 positions

#11KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $SOLV $APH

$743M

262 positions

#12REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $APH $ISRG $CME

$697M

218 positions

#13Spectrum Wealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$SOLV $WT $JHG

$269M

58 positions

#14Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SOLV $IAU $TJX

$98M

68 positions

#15Grey Ledge Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $OKTA $TJX

$443M

239 positions

#16IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $JHG

$896M

509 positions

#17TriaGen Wealth Management LLCPassive

Notable overlap · 3 shared positions

$OKTA $IAU $CME

$366M

171 positions

#18Hamilton Capital, LLCSmart money

Notable overlap · 4 shared positions

$WT $JHG $IAU $SOLV

$1.9B

152 positions

#19Clearwater Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $JHG $ASML

$1.2B

177 positions

#20First Financial Group CorpActive

Notable overlap · 3 shared positions

$WT $IAU $JHG

$122M

80 positions

#21New Vernon Capital Holdings II LLCActive

Notable overlap · 3 shared positions

$WT $RELX $IBIT

$136M

77 positions

#22Reyes Financial Architecture, Inc.Passive

Notable overlap · 4 shared positions

$WT $TJX $CME $OKTA

$122M

348 positions

#23Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $OKE $JHG

$136M

85 positions

#24Catalina Capital Group, LLCPassive

Notable overlap · 3 shared positions

$WT $ISRG $TJX

$168M

176 positions

#25M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $OKE $JHG $IBIT

$119M

55 positions

Compare Alpha Zero’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Alpha Zero’s holdings

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.