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 Rare Wolf

13F Portfolio OverlapQ1 2026Rare Wolf portfolio →

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Most similar hedge funds by 13F overlap

Rare Wolf Capital LLC is an institutional investor managing $154M across 127 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 Rare Wolf are Boothe Investment Group,, Argo Wealth Advisory,, Phillip James Consulting, with shared positions in $WT, $PFE, $NOW, $PINS, $AMD, $UNH. The full ranking of 25 similar funds is below.

#1Boothe Investment Group, Inc.Active

Notable overlap · 5 shared positions

$WT $PFE $NOW $PINS $AMD

$311M

40 positions

#2Argo Wealth Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $PFE $UNH $LMT

$170M

48 positions

#3Phillip James Consulting Co.Passive

Notable overlap · 6 shared positions

$WT $UNH $VEEV $LRCX $DIS $AMD

$132M

378 positions

#4Goldenstone Wealth Management LLCActive

Notable overlap · 4 shared positions

$WT $UNH $AMD $LRCX

$137M

89 positions

#5Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $PLTR $AMD $UNH

$126M

67 positions

#6IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $LMT $AMD $PLTR

$446M

95 positions

#7Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $DDOG $LMT

$170M

125 positions

#8Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $PINS $DIS

$136M

49 positions

#9Grey Ledge Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $LMT $AMD

$443M

239 positions

#10WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $LMT $LRCX

$219M

78 positions

#11OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $AMD

$215M

159 positions

#12tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $CRM $LMT

$202M

102 positions

#13Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $PLTR $PFE

$285M

176 positions

#14CLG LLCActive

Notable overlap · 3 shared positions

$WT $CRM $LRCX

$403M

134 positions

#15Stonekeep Investments, LLCActive

Notable overlap · 6 shared positions

$WT $PLTR $DDOG $UNH $SHOP $DIS

$154M

66 positions

#16Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $LRCX $CROX

$195M

131 positions

#17Guided Capital Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $NOW $PLTR

$152M

34 positions

#18MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $DDOG $LMT

$240M

234 positions

#19AMERICAN FINANCIAL & TAX STRATEGIES INCPassive

Notable overlap · 3 shared positions

$WT $DDOG $NOW

$206M

97 positions

#20Gaddis Premier Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$WT $ADBE $PLTR

$136M

85 positions

#21Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$WT $SHOP $PLTR $LMND

$331M

76 positions

#22United Advisor Group, LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $AMD $DDOG

$811M

508 positions

#23Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $PLTR $SHOP $PFE

$157M

103 positions

#24Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $DDOG $LRCX

$736M

187 positions

#25truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $PLTR $LRCX

$97M

49 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.