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 Exit Wealth Advisors

13F Portfolio OverlapQ2 2026Exit Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Exit Wealth Advisors, LLC. is an institutional investor managing $220M across 150 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Exit Wealth Advisors are WealthCare Asset, STONEHAVEN WEALTH & TAX SOLUTIONS, Blue, with shared positions in $BMY, $UGA, $ANET, $MO, $LAMR, $USO. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive

Notable overlap · 9 shared positions

$BMY $UGA $ANET $MO $LAMR $USO

$116M

59 positions

#2STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Notable overlap · 9 shared positions

$MO $ANET $VOD $BMY $LAMR $FTI

$105M

83 positions

#3Blue Capital, Inc.Passive

Notable overlap · 9 shared positions

$UGA $MO $USO $BMY $SHOP $LAMR

$161M

136 positions

#4Faithward Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $ANET $SLV $FTI $SHOP $ASML

$819M

339 positions

#5Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $BTC $SLV

$163M

113 positions

#6WealthCare Investment Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $MO $SLV

$412M

206 positions

#7MILESTONE ASSET MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BMY $MO $ANET $LAMR $FTI $SHOP

$631M

238 positions

#8BCWM, LLCPassive

Notable overlap · 3 shared positions

$IAU $MO $BMY

$342M

57 positions

#9ALTERNA WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$IAU $SLV $BTC $ASML

$180M

109 positions

#10NORDEN GROUP LLCPassive

Notable overlap · 7 shared positions

$MO $ANET $LAMR $BMY $FTI $SHOP

$1.3B

673 positions

#11ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $BTC $GLW

$326M

102 positions

#12Cobblestone Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $MO $BMY

$248M

77 positions

#13Second Half Financial Partners, LLCActive

Notable overlap · 7 shared positions

$LAMR $ANET $MO $BMY $FTI $VOD

$244M

109 positions

#145T Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $ANET $AEM $ETN

$269M

134 positions

#15ETF Store, Inc.Active

Notable overlap · 3 shared positions

$IAU $MO $BMY

$122M

109 positions

#16NKCFO LLCPassive

Notable overlap · 5 shared positions

$IAU $SLV $AEM $COHR $TXG

$330M

92 positions

#17Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $BMY $COHR $SLV

$1.4B

113 positions

#18Wealth Watch Advisors, INCActive

Some overlap · 4 shared positions

$IAU $SLV $GLW $CMI

$309M

142 positions

#19Wealth Quarterback LLCActive

Some overlap · 4 shared positions

$IAU $SLV $BMY $ASML

$328M

180 positions

#20RiverGlades Family Offices LLCActive

Some overlap · 4 shared positions

$IAU $SLV $AEM $ETN

$218M

108 positions

#21AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$IAU $GLW $BMY $ENTG $MO

$348M

178 positions

#22Impact Investors, IncActive

Some overlap · 3 shared positions

$IAU $ANET $ASML

$137M

88 positions

#23Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $ETN

$84M

36 positions

#24Purkiss Capital Advisors LLCPassive

Some overlap · 4 shared positions

$IAU $LAMR $BMY $CMI

$263M

189 positions

#25Gibson Capital, LLCSmart money

Some overlap · 5 shared positions

$IAU $MO $COHR $ETN $SLV

$589M

92 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.