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 Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S

13F Portfolio OverlapQ1 2026Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S portfolio →

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Most similar hedge funds by 13F overlap

Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth S is an institutional investor managing $111M across 63 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 Alliance Wealth Strategies, d/b/a Brown Edwards Wealth S are Pillar Financial Advisors,, Verus Financial Partners,, Efficient Advisors,, with shared positions in $UNIT, $NKE, $SNOW, $NTRB, $MKL, $BRZE. The full ranking of 25 similar funds is below.

#1Pillar Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $NKE $SNOW $NTRB $MKL $BRZE

$171M

106 positions

#2Verus Financial Partners, Inc.Smart money

Notable overlap · 8 shared positions

$NKE $UNIT $BRZE $SNOW $MKL $DOV

$1.1B

121 positions

#3Efficient Advisors, LLCActive

Notable overlap · 7 shared positions

$UNIT $BRZE $SNOW $UPST $MKL $SE

$1.4B

58 positions

#4Family CFO IncActive

Notable overlap · 5 shared positions

$UNIT $BRZE $HUM $NKE $MKL

$223M

41 positions

#5Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$UNIT $SNOW $HUM $NSC $UPST $MKL

$227M

74 positions

#6Donalies Financial Planning, LLCActive

Notable overlap · 8 shared positions

$NKE $UNIT $BRZE $KKR $SNOW $NSC

$117M

74 positions

#7Altiora Financial Group, LLCActive

Notable overlap · 8 shared positions

$NKE $BRZE $SNOW $NSC $UPST $SE

$607M

110 positions

#8Discipline Wealth Solutions, LLCActive

Notable overlap · 7 shared positions

$UNIT $SNOW $BRZE $UPST $MKL $HUM

$950M

192 positions

#9Clarity Capital Advisors, LLCActive

Notable overlap · 8 shared positions

$BRZE $SNOW $KKR $UNIT $NKE $UPST

$215M

95 positions

#10Zhang Financial LLCActive

Notable overlap · 6 shared positions

$BRZE $SNOW $KKR $UNIT $NTRB $DOV

$2.9B

367 positions

#11Sterling Financial Planning, Inc.Active

Notable overlap · 7 shared positions

$NKE $SNOW $KKR $NSC $UNIT $SE

$337M

117 positions

#12Valpey Financial Services, LLCPassive

Notable overlap · 5 shared positions

$UNIT $BRZE $SNOW $UPST $MKL

$154M

75 positions

#13Abacus Planning Group, Inc.Active

Notable overlap · 6 shared positions

$UNIT $BRZE $SNOW $MKL $SE $DOV

$743M

264 positions

#14LAM GROUP, INC.Passive

Notable overlap · 5 shared positions

$UNIT $NKE $MKL $SE $NSC

$182M

136 positions

#15RF&L WEALTH MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$UNIT $NKE $NTRB $SE $SNOW

$134M

52 positions

#16Breakwater Investment ManagementPassive

Notable overlap · 8 shared positions

$BRZE $KKR $HUM $SNOW $NTRB $UPST

$269M

506 positions

#17Arbor Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$UNIT $BRZE $HUM $KKR $SNOW $DUK

$143M

56 positions

#18FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 4 shared positions

$UNIT $KKR $HUM $BRZE

$176M

104 positions

#19Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$UNIT $SNOW $CMI $DOV $BRZE

$313M

119 positions

#20Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$UNIT $KKR $HUM $UPST $MKL $DOV

$127M

57 positions

#2125 LLCActive

Notable overlap · 3 shared positions

$UNIT $BRZE $NKE

$324M

69 positions

#22Marotta Asset ManagementActive

Notable overlap · 4 shared positions

$UNIT $SNOW $UPST $DUK

$543M

103 positions

#23Financially in Tune, LLCActive

Notable overlap · 5 shared positions

$NKE $UNIT $KKR $HUM $MKL

$116M

77 positions

#24Asset Management Group, Inc.Passive

Notable overlap · 5 shared positions

$UNIT $HUM $SNOW $ICFI $DOV

$619M

138 positions

#25Sterling Wealth Management, Inc.Active

Notable overlap · 5 shared positions

$UNIT $NKE $BRZE $KKR $CMI

$364M

112 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.