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 Madrid Wealth ,

13F Portfolio OverlapQ1 2026Madrid Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Madrid Wealth Management, LLC is an institutional investor managing $133M across 70 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 Madrid Wealth , are LifeGoal Investments,, Balanced Rock Investment Advisors, Valley Financial Group,, with shared positions in $MS, $SNOW, $USB, $COP, $NOW, $MUFG. The full ranking of 25 similar funds is below.

#1LifeGoal Investments, LLCPassive

Substantial overlap · 4 shared positions

$MS $SNOW $USB $COP

$175M

112 positions

#2Balanced Rock Investment Advisors LLCPassive

Substantial overlap · 5 shared positions

$MS $SNOW $NOW $MUFG $FSCO

$143M

96 positions

#3Valley Financial Group, Inc.Active

Substantial overlap · 6 shared positions

$MS $SNOW $UPST $COP $PLTR $FSCO

$185M

63 positions

#4truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$MS $KKR $PLTR $UPST $COP

$97M

49 positions

#5Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $AMN

$331M

134 positions

#6Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$MS $KKR $GE

$156M

44 positions

#7Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$MS $SNOW $USB

$313M

119 positions

#8Coign Capital Advisors LLCActive

Notable overlap · 3 shared positions

$MS $CB $COP

$190M

80 positions

#9Gratus Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $IBM $GE

$691M

138 positions

#10Scott Capital Advisors, LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $KKR $COP $USB

$493M

58 positions

#11PFS Partners, LLCActive

Notable overlap · 4 shared positions

$MS $CB $GE $IBM

$218M

590 positions

#12Wolff Financial Management LLCActive

Notable overlap · 4 shared positions

$MS $KKR $UPST $COP

$453M

103 positions

#13Meridian Financial Partners LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $EPAM $USB

$263M

121 positions

#14Hughes Financial Services, LLCActive

Notable overlap · 5 shared positions

$MS $SOLV $NOW $GE $MUFG

$651M

1,720 positions

#15Objectivity Squared, LLCActive

Notable overlap · 4 shared positions

$MS $AMN $USB $COP

$159M

55 positions

#16Pearl Planning LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $AMN $IBM

$187M

52 positions

#17Quadcap Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SOLV $MS $KKR $AMN

$879M

398 positions

#18Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $USB $COP

$284M

125 positions

#19FFT WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$MS $EPAM $KKR

$552M

99 positions

#20DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $KKR $COP

$461M

353 positions

#21Strategies Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $SNOW $PLTR $GE

$995M

193 positions

#22D'Orazio & Associates, Inc.Active

Notable overlap · 3 shared positions

$MS $SNOW $SOLV

$772M

299 positions

#23Provenance Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $EPAM $IBM $KKR

$945M

412 positions

#24FC Advisory LLCActive

Notable overlap · 5 shared positions

$MS $SNOW $CB $USB $COP

$342M

115 positions

#25TME FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$MS $KKR $MUFG $NOW $USB $SNOW

$144M

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.