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 STEINBERGANNA WEALTH

13F Portfolio OverlapQ1 2026STEINBERGANNA WEALTH portfolio →

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Most similar hedge funds by 13F overlap

STEINBERGANNA WEALTH MANAGEMENT is an institutional investor managing $208M across 132 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 STEINBERGANNA WEALTH are SILVER OAK WEALTH ADVISORS SERVICES,, BEACON INVESTMENT ADVISORY SERVICES,, Capstone Wealth Group, with shared positions in $SLV, $HUM, $COP, $USB, $PANW, $FTNT. The full ranking of 25 similar funds is below.

#1SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Some overlap · 4 shared positions

$SLV $HUM $COP $USB

$154M

39 positions

#2BEACON INVESTMENT ADVISORY SERVICES, INC.Passive

Some overlap · 5 shared positions

$HUM $COP $PANW $FTNT $IDXX

$2.4B

787 positions

#3Capstone Wealth Management Group LLCPassive

Some overlap · 5 shared positions

$SLV $HUM $USB $LMT $URI

$163M

123 positions

#4PETERSON WEALTH MANAGEMENTActive

Some overlap · 5 shared positions

$HUM $CRWD $PANW $USB $LMT

$172M

166 positions

#5Sugar Maple Asset Management, LLCPassive

Some overlap · 4 shared positions

$SLV $HUM $PANW $TMDX

$165M

84 positions

#6Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$PANW $CRWD $URI $USB $MU

$172M

76 positions

#7WD RUTHERFORD LLCPassive

Some overlap · 5 shared positions

$PANW $CRWD $URI $USB $SNOW

$225M

71 positions

#8Employees' Retirement Fund of the City of Fort WorthActive

Some overlap · 3 shared positions

$SLV $HUM $COP

$230M

21 positions

#9PURSUE WEALTH PARTNERS LLCPassive

Some overlap · 4 shared positions

$HUM $PANW $CRWD $SNOW

$167M

101 positions

#10truNorth Financial Services, Inc.Active

Some overlap · 3 shared positions

$SLV $HUM $COP

$97M

49 positions

#11Vident Advisory, LLCPassive

Some overlap · 6 shared positions

$PANW $CRWD $FTNT $NOC $LMT $MU

$11.7B

1,835 positions

#12Vanguard Capital Wealth AdvisorsPassive

Some overlap · 6 shared positions

$SLV $URI $COP $USB $PANW $MU

$108M

120 positions

#13ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$SLV $HUM $NOC $SNOW

$753M

159 positions

#14RM Financial Services, LLCActive

Some overlap · 3 shared positions

$SLV $HUM $COP

$116M

75 positions

#15Nikulski Financial, Inc.Passive

Some overlap · 4 shared positions

$HUM $PANW $CRWD $LMT

$405M

175 positions

#16Prospect Financial Services LLCPassive

Some overlap · 3 shared positions

$SLV $HUM $USB

$164M

104 positions

#17Integrated Advisors Network LLCPassive

Some overlap · 7 shared positions

$PANW $HUM $USB $CRWD $URI $COP

$1.9B

690 positions

#18Riverview Capital Advisers, LLCPassive

Some overlap · 4 shared positions

$HUM $URI $COP $MU

$300M

86 positions

#19Juno Financial Group LLCActive

Some overlap · 4 shared positions

$HUM $PANW $CRWD $LMT

$255M

70 positions

#20Cornerstone Financial Management LLCPassive

Some overlap · 5 shared positions

$HUM $COP $USB $LMT $SNOW

$109M

1,311 positions

#21RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 4 shared positions

$SLV $PANW $USB $CRWD

$116M

116 positions

#22Verde Capital ManagementActive

Some overlap · 4 shared positions

$SLV $PANW $USB $SNOW

$468M

69 positions

#23Snider Financial GroupPassive

Some overlap · 3 shared positions

$HUM $CRWD $PANW

$331M

102 positions

#24Cascade Wealth Advisors, IncActive

Some overlap · 5 shared positions

$HUM $COP $USB $SNOW $PANW

$228M

60 positions

#25Stanich Group LLCSmart money

Some overlap · 3 shared positions

$SLV $HUM $MU

$131M

47 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.