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 Base Wealth

13F Portfolio OverlapQ1 2026Base Wealth portfolio →

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Most similar hedge funds by 13F overlap

Base Wealth Management LLC is an institutional investor managing $179M across 60 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 Base Wealth are DAHRING {-} CUSMANO, Merited Wealth,, SEAMOUNT FINANCIAL GROUP, with shared positions in $CRM, $HUM, $KKR, $SOLV, $KO, $SCHW. The full ranking of 25 similar funds is below.

#1DAHRING {-} CUSMANO LLCActive

Notable overlap · 3 shared positions

$CRM $HUM $KKR

$163M

58 positions

#2Merited Wealth, LLCPassive

Notable overlap · 3 shared positions

$CRM $SOLV $KKR

$121M

79 positions

#3SEAMOUNT FINANCIAL GROUP INCPassive

Notable overlap · 5 shared positions

$CRM $HUM $KO $SOLV $SCHW

$222M

135 positions

#4Aprio Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$CRM $HUM $NEE $SCHW $AMN

$1.8B

613 positions

#5Paragon Capital Management LtdActive

Some overlap · 3 shared positions

$HUM $CRM $AMN

$476M

199 positions

#6Interactive Financial AdvisorsActive

Some overlap · 5 shared positions

$HUM $SAN $SOLV $NEE $KKR

$153M

78 positions

#7360 Financial, Inc.Active

Some overlap · 4 shared positions

$HUM $SAN $KO $KKR

$332M

80 positions

#8High Net Worth Advisory Group LLCPassive

Some overlap · 3 shared positions

$HUM $CRM $KKR

$429M

244 positions

#9Kraft, Davis & Associates, LLCPassive

Some overlap · 3 shared positions

$HUM $SAN $CTAS

$469M

151 positions

#10FOUNDERS FINANCIAL SECURITIES LLCPassive

Some overlap · 5 shared positions

$HUM $SAN $CRM $RELX $SOLV

$1.7B

498 positions

#11Riverview Capital Advisers, LLCPassive

Some overlap · 3 shared positions

$HUM $CRM $KO

$300M

86 positions

#12Confluence Wealth Services, Inc.Active

Some overlap · 3 shared positions

$HUM $CRM $NEE

$2.6B

365 positions

#13Advisor OS, LLCPassive

Some overlap · 5 shared positions

$HUM $RELX $KO $AMN $KKR

$1.4B

575 positions

#14SIGNATUREFD, LLCActive

Some overlap · 4 shared positions

$HUM $KO $SOLV $RELX

$6.5B

3,465 positions

#15Wealth Architects, LLCPassive

Some overlap · 4 shared positions

$HUM $RELX $NEE $AMN

$1.1B

244 positions

#16SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 4 shared positions

$HUM $SAN $KO $KKR

$212M

66 positions

#17Capital Advantage, Inc.Active

Some overlap · 4 shared positions

$HUM $RELX $SCHW $KKR

$765M

145 positions

#18Challenger Wealth ManagementActive

Some overlap · 3 shared positions

$CRM $KO $CTAS

$125M

58 positions

#19WEST PACES ADVISORS INC.Active

Some overlap · 4 shared positions

$HUM $KO $NEE $CSX

$516M

197 positions

#20MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 3 shared positions

$HUM $SAN $SCHW

$136M

80 positions

#21HANOVER ADVISORS INCActive

Some overlap · 4 shared positions

$HUM $KO $SCHW $KKR

$246M

118 positions

#22Fusion Capital, LLCActive

Some overlap · 5 shared positions

$HUM $RELX $SCHW $SAN $KKR

$371M

104 positions

#23Plotkin Financial Advisors, LLCActive

Some overlap · 4 shared positions

$HUM $KO $NEE $SAN

$199M

100 positions

#24Firestone Capital ManagementPassive

Some overlap · 4 shared positions

$HUM $KO $NEE $SCHW

$480M

160 positions

#25Western Pacific Wealth Management, LPActive

Some overlap · 4 shared positions

$HUM $CRM $SCHW $KKR

$98M

197 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.