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 INVESTED ADVISORS

13F Portfolio OverlapQ1 2026INVESTED ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

INVESTED ADVISORS is an institutional investor managing $99M across 138 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 INVESTED ADVISORS are Abundance Wealth Counselors, Daviman Financial,, Cassia Partners,, with shared positions in $LEN, $DHR, $VZ, $BMY, $EXC, $VRT. The full ranking of 25 similar funds is below.

#1Abundance Wealth CounselorsActive

Notable overlap · 9 shared positions

$LEN $DHR $VZ $BMY $EXC $VRT

$697M

246 positions

#2Daviman Financial, LLCPassive

Some overlap · 3 shared positions

$LEN $WT $SE

$169M

84 positions

#3Cassia Capital Partners, LLCActive

Some overlap · 3 shared positions

$LEN $WT $VZ

$194M

67 positions

#4Carmel Capital Partners, LLCPassive

Some overlap · 3 shared positions

$LEN $WT $SCHW

$277M

118 positions

#5Ballast Rock Private Wealth LLCPassive

Some overlap · 5 shared positions

$LEN $WT $SCHW $KKR $BMY

$181M

177 positions

#6Reyes Financial Architecture, Inc.Passive

Some overlap · 3 shared positions

$LEN $WT $AMGN

$122M

348 positions

#7Winthrop Advisory Group LLCActive

Some overlap · 3 shared positions

$LEN $WT $DHR

$1.2B

195 positions

#8Asempa Wealth AdvisorsPassive

Some overlap · 4 shared positions

$LEN $SE $KKR $DHR

$115M

115 positions

#9Dentgroup LLC

Some overlap · 4 shared positions

$LEN $SE $KKR $DHR

$146M

93 positions

#10Hopwood Financial Services, Inc.Active

Some overlap · 5 shared positions

$LEN $HSY $SCHW $AMGN $NVS

$148M

83 positions

#11Investment Research Partners LLCPassive

Some overlap · 6 shared positions

$LEN $WT $VRT $AMGN $VZ $AWF

$246M

245 positions

#12ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$LEN $WT $KKR

$132M

81 positions

#13Merited Wealth, LLCPassive

Some overlap · 3 shared positions

$LEN $SE $KKR

$121M

79 positions

#14CMH Wealth Management LLCPassive

Some overlap · 5 shared positions

$LEN $HSY $VRT $DHR $SCHW

$583M

113 positions

#15LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$LEN $DHR $GILD $AMGN

$279M

80 positions

#16WINNOW WEALTH LLCPassive

Some overlap · 3 shared positions

$LEN $VZ $GILD

$130M

123 positions

#17Clear Creek Financial Management, LLCPassive

Some overlap · 3 shared positions

$WT $LEN $SE

$1.3B

608 positions

#18IAM Advisory, LLCActive

Some overlap · 6 shared positions

$WT $NVS $VRT $GILD $AMGN $BMY

$446M

95 positions

#19THEORY FINANCIAL LLCPassive

Some overlap · 4 shared positions

$WT $LEN $SE $HSY

$285M

94 positions

#20TOMPKINS FINANCIAL CORPPassive

Some overlap · 3 shared positions

$LEN $DHR $AMGN

$1.3B

565 positions

#21VERITY Wealth AdvisorsActive

Some overlap · 6 shared positions

$LEN $DHR $SCHW $GILD $VZ $WT

$150M

81 positions

#22Glen Eagle Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $LEN $KKR

$714M

1,021 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $VZ $SE $VRT $AMGN

$477M

70 positions

#24Physician Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$LEN $DHR $SCHW $SE

$719M

2,057 positions

#25Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$WT $SE $KKR $DHR $SCHW

$90M

65 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.