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 Asempa Wealth Advisors

13F Portfolio OverlapQ1 2026Asempa Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Asempa Wealth Advisors is an institutional investor managing $134M across 119 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 Asempa Wealth Advisors are Dentgroup, CURTIS WEALTH, TSA Wealth Managment, with shared positions in $LEN, $SE, $HUM, $DHR, $MDLZ, $UNIT. The full ranking of 25 similar funds is below.

#1Dentgroup LLC

Notable overlap · 10 shared positions

$LEN $SE $HUM $DHR $MDLZ $UNIT

$146M

93 positions

#2CURTIS WEALTH MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$LEN $SE $MDLZ $IAU $GLDM

$107M

50 positions

#3TSA Wealth Managment LLCPassive

Notable overlap · 5 shared positions

$MDLZ $SE $IAU $LUV $KKR

$309M

105 positions

#4Catalyst Investment Management LLCPassive

Notable overlap · 8 shared positions

$SE $IAU $DHR $KKR $HUM $MKL

$90M

65 positions

#5Merited Wealth, LLCPassive

Notable overlap · 5 shared positions

$LEN $UNIT $KKR $SE $NTRB

$121M

79 positions

#6MB Generational Wealth, LLCActive

Notable overlap · 4 shared positions

$MDLZ $SE $UNIT $MKL

$181M

66 positions

#7Sandbox Financial Partners, LLCActive

Notable overlap · 4 shared positions

$LEN $MDLZ $HUM $KKR

$356M

117 positions

#8Arcadia Wealth Management, LLCActive

Notable overlap · 4 shared positions

$LEN $SE $IAU $MDLZ

$276M

67 positions

#9Spectrum Planning & Advisory Services Inc.Passive

Notable overlap · 5 shared positions

$MDLZ $SE $IAU $GLDM $MCD

$202M

114 positions

#10Amplius Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MDLZ $IAU $DHR $HUM

$1.2B

175 positions

#11Creekside PartnersPassive

Notable overlap · 6 shared positions

$SE $HUM $MKL $UNIT $KKR $MCD

$243M

183 positions

#12Midwestern Financial, LLC /IAActive

Notable overlap · 3 shared positions

$LEN $HUM $UNIT

$127M

54 positions

#13Horst & Graben Wealth Management LLCPassive

Notable overlap · 7 shared positions

$LEN $SE $MDLZ $IAU $GLDM $HUM

$729M

195 positions

#14ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$LEN $IAU $KKR

$132M

81 positions

#15Pinnacle Financial Group, LLC / ILPassive

Some overlap · 6 shared positions

$IAU $HUM $MKL $UNIT $KKR $MCD

$365M

111 positions

#16High Falls Advisors, Inc

Some overlap · 4 shared positions

$MDLZ $IAU $SE $GLDM

$494M

144 positions

#17CM WEALTH ADVISORS LLCActive

Some overlap · 4 shared positions

$MDLZ $HUM $IAU $MCD

$470M

146 positions

#18Hapanowicz & Associates Financial Services, IncSmart money

Some overlap · 4 shared positions

$LEN $HUM $LMT $MCD

$251M

31 positions

#19W ADVISORS, LLCPassive

Some overlap · 5 shared positions

$MDLZ $HUM $KKR $MCD $LMT

$195M

141 positions

#20Roof Eidam Maycock Peralta, LLCActive

Some overlap · 3 shared positions

$MDLZ $HUM $UNIT

$436M

125 positions

#21Investors Research CorpPassive

Some overlap · 4 shared positions

$MDLZ $SE $KKR $LMT

$523M

848 positions

#225T Wealth, LLCPassive

Some overlap · 5 shared positions

$SE $IAU $MDLZ $KKR $LUV

$253M

129 positions

#23Firestone Capital ManagementPassive

Some overlap · 6 shared positions

$HUM $MKL $IAU $DHR $UNIT $API

$480M

160 positions

#24Long Island Wealth Management, Inc.Active

Some overlap · 3 shared positions

$LEN $MKL $HUM

$216M

89 positions

#25One Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$MDLZ $SE $LEN $IAU $GLDM

$803M

304 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.