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 Momentum Wealth Planning,

13F Portfolio OverlapQ1 2026Momentum Wealth Planning, portfolio →

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Most similar hedge funds by 13F overlap

Momentum Wealth Planning, LLC is an institutional investor managing $113M across 36 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 Momentum Wealth Planning, are Planned Solutions,, BetterWealth,, Longview Financial Advisors, with shared positions in $SNOW, $BAC, $MU, $ANET, $WFC, $LRCX. The full ranking of 25 similar funds is below.

#1Planned Solutions, Inc.Active

Notable overlap · 4 shared positions

$SNOW $BAC $MU $ANET

$306M

139 positions

#2BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $WFC $LRCX $MU

$510M

85 positions

#3Longview Financial Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $LRCX $WFC

$184M

157 positions

#4Scott Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAC $WFC

$493M

58 positions

#5Prairiewood Capital, LLCActive

Notable overlap · 3 shared positions

$SNOW $BAC $WFC

$346M

77 positions

#6Equity Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$SNOW $NXST $MELI $BKNG

$155M

76 positions

#7LVW Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $MU $BAC

$1.0B

436 positions

#8CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$SNOW $WFC $BAC

$121M

54 positions

#9Sequent Asset Management, LLC

Notable overlap · 3 shared positions

$SNOW $WFC $MU

$225M

99 positions

#10DEEPWATER ASSET MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$SNOW $LRCX $RDDT $MU $MELI

$158M

39 positions

#11MBM WEALTH CONSULTANTS, LLCPassive

Notable overlap · 3 shared positions

$SNOW $LRCX $BKNG

$436M

387 positions

#12PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive

Some overlap · 3 shared positions

$SNOW $WFC $BAC

$349M

112 positions

#13Consilium Wealth Advisory, LLCActive

Some overlap · 5 shared positions

$SNOW $MU $WFC $LRCX $BKNG

$293M

102 positions

#14Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 3 shared positions

$SNOW $MU $MELI

$566M

28 positions

#15Neumann Capital Management, LLCActive

Some overlap · 3 shared positions

$SNOW $BAC $WFC

$340M

102 positions

#16Ballast Rock Private Wealth LLCPassive

Some overlap · 3 shared positions

$SNOW $LRCX $MELI

$181M

177 positions

#17MARINER INVESTMENT GROUP LLCActive

Some overlap · 3 shared positions

$SNOW $BABA $RKT

$362M

161 positions

#18Cornerstone Select Advisors, LLCPassive

Some overlap · 4 shared positions

$MU $LRCX $BAC $ANET

$160M

124 positions

#19Kuhn & Co Investment CounselPassive

Some overlap · 3 shared positions

$SNOW $LRCX $WFC

$155M

142 positions

#20Scott & Selber, Inc.Active

Some overlap · 3 shared positions

$MU $LRCX $BAC

$387M

91 positions

#21Syverson Strege & CoActive

Some overlap · 4 shared positions

$SNOW $WFC $MU $BAC

$416M

169 positions

#22DARA CAPITAL US, INC.Passive

Some overlap · 3 shared positions

$MU $LRCX $BABA

$105M

119 positions

#23Tairen Capital LtdActive

Some overlap · 3 shared positions

$MU $LRCX $BABA

$924M

44 positions

#24Bridgewealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$SNOW $BAC $WFC

$482M

135 positions

#25North Forty Two & Co.Passive

Some overlap · 3 shared positions

$SNOW $BAC $WFC

$108M

97 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.