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 OverlapQ1 2026Exit Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Exit Wealth Advisors, LLC. is an institutional investor managing $195M across 131 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 Exit Wealth Advisors, are Broussard Financial Group, Boyce & Associates Wealth Consulting,, MOULTON WEALTH ,, with shared positions in $WT, $IAU, $SLV, $IBIT, $ALPS, $AAAU. The full ranking of 25 similar funds is below.

#1Broussard Financial Group LLCActive

Substantial overlap · 4 shared positions

$WT $IAU $SLV $IBIT

$125M

29 positions

#2Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 4 shared positions

$WT $IAU $ALPS $SLV

$132M

80 positions

#3MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 4 shared positions

$WT $SLV $AAAU $IAU

$147M

52 positions

#4TopTier Wealth Management, LLCPassive

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$163M

795 positions

#5Global View Capital Management LLCActive

Substantial overlap · 4 shared positions

$WT $USO $SLV $PSLV

$377M

140 positions

#6RESOLUTE CAPITAL, LLCActive

Substantial overlap · 4 shared positions

$WT $BRZE $JHG $SLV

$247M

57 positions

#7COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 3 shared positions

$WT $JHG $PSLV

$157M

92 positions

#8MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Substantial overlap · 5 shared positions

$WT $IAU $SLV $LRCX $ALPS

$1.3B

143 positions

#9Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $IBIT $SLV

$126M

67 positions

#10Hamilton Capital, LLCSmart money

Substantial overlap · 3 shared positions

$WT $JHG $IAU

$1.9B

152 positions

#11Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $BRZE $MO

$501M

68 positions

#12Lee-Kelleher Wealth ManagementSmart money

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$168M

41 positions

#13Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $ALPS $IBIT

$331M

76 positions

#14CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 5 shared positions

$WT $IAU $SLV $ALPS $IBIT

$149M

96 positions

#15Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $JHG $ALPS $SLV

$213M

153 positions

#16Freedom Investment Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $BRZE $GBTC

$337M

106 positions

#17WESCAP Management Group, Inc.Active

Substantial overlap · 6 shared positions

$WT $IAU $SLV $GBTC $GLW $IBIT

$508M

107 positions

#18Value Investment Professionals, LLCPassive

Notable overlap · 5 shared positions

$WT $MO $BRZE $JHG $PSLV

$89M

81 positions

#19BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $JHG

$2.5B

453 positions

#20Encompass More Asset ManagementPassive

Notable overlap · 4 shared positions

$WT $SLV $IBIT $AAAU

$597M

251 positions

#21Phillip James Consulting Co.Passive

Notable overlap · 3 shared positions

$WT $LRCX $GLW

$132M

378 positions

#22Sharper & Granite LLCPassive

Notable overlap · 5 shared positions

$WT $ANET $IAU $GLW $GBTC

$293M

107 positions

#23IAG Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $SLV $JHG

$896M

509 positions

#24Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $BRZE $IBIT $LRCX

$736M

187 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $SLV $LRCX

$97M

49 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.