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 PERSPECTIVE WEALTH ADVISORS

13F Portfolio OverlapQ1 2026PERSPECTIVE WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

PERSPECTIVE WEALTH ADVISORS LLC is an institutional investor managing $154M across 55 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 PERSPECTIVE WEALTH ADVISORS are Beacon Harbor Wealth Advisors,, American Alpha Advisors,, Boyce & Associates Wealth Consulting,, with shared positions in $TECK, $WT, $APP, $SHOP, $AGQ, $KKR. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$TECK $WT $APP

$477M

70 positions

#2American Alpha Advisors, LLCActive

Some overlap · 3 shared positions

$TECK $WT $SHOP

$188M

96 positions

#3Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$TECK $WT $AGQ

$132M

80 positions

#4MOR Wealth Management, LLCActive

Some overlap · 3 shared positions

$TECK $WT $SHOP

$218M

103 positions

#5CROBANPassive

Some overlap · 3 shared positions

$TECK $WT $KKR

$213M

73 positions

#6Anson Capital, Inc.Passive

Some overlap · 4 shared positions

$TAK $WT $AGQ $KKR

$146M

90 positions

#7Comprehensive Wealth Management, LLCActive

Some overlap · 4 shared positions

$WT $APP $AGQ $SHOP

$198M

39 positions

#8BLUELINE ADVISORS LLCActive

Some overlap · 3 shared positions

$TECK $WT $KKR

$129M

217 positions

#9Bay Capital Advisors, LLCActive

Some overlap · 3 shared positions

$WT $TECK $KKR

$162M

107 positions

#10Meridian Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $TECK $AGQ $KKR $APP

$183M

141 positions

#11Axis Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$WT $TECK $APP $KKR

$188M

174 positions

#12Anderson Financial Strategies, LLCActive

Some overlap · 3 shared positions

$WT $APP $SHOP

$182M

32 positions

#13Nova Wealth Management, Inc.Passive

Some overlap · 3 shared positions

$TECK $WT $AGQ

$154M

545 positions

#14Melone Private Wealth, LLCPassive

Some overlap · 3 shared positions

$WT $APP $AGQ

$245M

60 positions

#15Darrow Company, Inc.Active

Some overlap · 3 shared positions

$WT $APP $KKR

$222M

56 positions

#16Quartz Partners, LLCPassive

Some overlap · 3 shared positions

$WT $APP $KKR

$259M

168 positions

#17Per Stirling Capital Management, LLC.Passive

Some overlap · 3 shared positions

$WT $TECK $AGQ

$905M

310 positions

#18Provident Wealth Management, LLCActive

Some overlap · 3 shared positions

$WT $TECK $AGQ

$331M

134 positions

#19Curran Financial Partners, LLCActive

Some overlap · 3 shared positions

$TECK $WT $KKR

$559M

127 positions

#20IAM Advisory, LLCActive

Some overlap · 3 shared positions

$WT $PNC $AGQ

$446M

95 positions

#21Total Clarity Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$WT $APP $AGQ $SHOP

$426M

311 positions

#22DAVIS SELECTED ADVISERSActive

Some overlap · 3 shared positions

$TECK $APP $PNC

$21.8B

112 positions

#23Stewardship Advisors, LLCActive

Some overlap · 3 shared positions

$WT $APP $PNC

$435M

168 positions

#24Vines Capital Management, LLCActive

Some overlap · 3 shared positions

$WT $AGQ $SHOP

$101M

77 positions

#25Wealthcare Advisory Partners LLCPassive

Some overlap · 4 shared positions

$WT $APP $AGQ $KKR

$5.1B

1,073 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.