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 Argo Wealth Advisory,

13F Portfolio OverlapQ1 2026Argo Wealth Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Argo Wealth Advisory, LLC is an institutional investor managing $170M across 48 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 Argo Wealth Advisory, are CATHY PARETO & ASSOCIATES,, Marshall & Sterling Wealth Advisors, Bravias Group,, with shared positions in $WT, $REGN, $MAR, $NEE, $HUM, $AMGN. The full ranking of 25 similar funds is below.

#1CATHY PARETO & ASSOCIATES, INCPassive

Substantial overlap · 4 shared positions

$WT $REGN $MAR $NEE

$149M

96 positions

#2Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 5 shared positions

$WT $MAR $HUM $AMGN $LMT

$153M

344 positions

#3Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$WT $MAR $REGN $NEE

$153M

96 positions

#4MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 7 shared positions

$WT $LOW $ADP $AMGN $NEE $LMT

$240M

234 positions

#5Provident Wealth Management, LLCActive

Notable overlap · 6 shared positions

$REGN $WT $AJG $HON $HUM $UNH

$331M

134 positions

#6IAM Advisory, LLCActive

Notable overlap · 6 shared positions

$WT $MCK $LMT $AMGN $HON $REGN

$446M

95 positions

#7Ankerstar Wealth, LLCPassive

Notable overlap · 4 shared positions

$WT $REGN $NEE $HON

$95M

955 positions

#8Tandem Investment Partners LLCPassive

Notable overlap · 9 shared positions

$REGN $MAR $HUM $NEE $WT $HON

$118M

73 positions

#9Team Financial Group, LLCActive

Notable overlap · 4 shared positions

$WT $REGN $UNH $HUM

$220M

273 positions

#10Sanchez Wealth Management GroupActive

Notable overlap · 4 shared positions

$WT $REGN $LMT $ADP

$462M

53 positions

#11Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $AMGN $LOW

$136M

49 positions

#12Frazier Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $ACN $UNH $NEE

$181M

836 positions

#13tru Independence LLCPassive

Notable overlap · 4 shared positions

$WT $MAR $LMT $HUM

$202M

102 positions

#14McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $LOW $ADP

$68M

41 positions

#15Lunt Capital Management, Inc.Active

Notable overlap · 3 shared positions

$WT $REGN $MAR

$260M

97 positions

#16Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $HUM $LOW $AMGN

$114M

68 positions

#17Retirement Planning Group, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $MAR $REGN $LMT

$3.2B

481 positions

#18Rare Wolf Capital LLCPassive

Notable overlap · 4 shared positions

$WT $PFE $UNH $LMT

$154M

127 positions

#19Trust Point Inc.Active

Notable overlap · 5 shared positions

$WT $HUM $MAR $HON $NEE

$1.2B

521 positions

#20Winter & Associates, Inc.Passive

Notable overlap · 4 shared positions

$REGN $WT $HON $UNH

$114M

84 positions

#21MOR Wealth Management, LLCActive

Notable overlap · 4 shared positions

$WT $ACN $HUM $MAR

$218M

103 positions

#22Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $XYL

$188M

174 positions

#23Goldenstone Wealth Management LLCActive

Notable overlap · 4 shared positions

$WT $UNH $ITW $LOW

$137M

89 positions

#24Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $PFE $NEE

$311M

40 positions

#25Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $ITW $LMT $AMGN

$170M

125 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.