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 Sound Portfolio Advisors,

13F Portfolio OverlapQ1 2026Sound Portfolio Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Sound Portfolio Advisors, LLC is an institutional investor managing $123M across 44 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 Sound Portfolio Advisors, are Causey Wealth, UPTICK PARTNERS,, WALLED LAKE PLANNING & WEALTH ,, with shared positions in $WT, $KKR, $IAUM, $IBM, $UPST, $MDLZ. The full ranking of 25 similar funds is below.

#1Causey Wealth LLCPassive

Some overlap · 5 shared positions

$WT $KKR $IAUM $IBM $UPST

$236M

81 positions

#2UPTICK PARTNERS, LLCPassive

Some overlap · 4 shared positions

$WT $KKR $MDLZ $PFE

$502M

293 positions

#3WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$WT $MDLZ $PFE $IAUM $IBM

$340M

136 positions

#4ORBA Wealth Advisors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $KKR $PFE $MDY

$84M

65 positions

#5Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 4 shared positions

$WT $KKR $PFE $FBTC

$381M

163 positions

#6Optivise Advisory Services LLCPassive

Some overlap · 4 shared positions

$WT $KKR $MDLZ $IAUM

$165M

183 positions

#7SFM, LLCActive

Some overlap · 3 shared positions

$WT $IAUM $MDY

$165M

63 positions

#8Lionshead Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $PEG $PFE $UPST

$136M

108 positions

#9SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Some overlap · 3 shared positions

$WT $KKR $FBTC

$139M

37 positions

#10FLAGSHIP WEALTH ADVISORS, LLCPassive

Some overlap · 4 shared positions

$WT $KKR $UPST $IBM

$233M

350 positions

#11MBA Advisors LLCPassive

Some overlap · 4 shared positions

$WT $KKR $IBM $UPST

$260M

146 positions

#12Meridian Financial Advisors, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $MDY $SO $IBM

$183M

141 positions

#13Financially in Tune, LLCActive

Some overlap · 3 shared positions

$WT $KKR $IBM

$116M

77 positions

#14Good Harbor Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $PFE $MDY $SO

$92M

82 positions

#15Etesian Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$WT $KKR $IBM

$313M

138 positions

#16ShoreHaven Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$WT $FBTC $MDLZ

$278M

103 positions

#17Darrow Company, Inc.Active

Some overlap · 3 shared positions

$WT $KKR $MDY

$222M

56 positions

#18Eagle Strategies LLCPassive

Some overlap · 3 shared positions

$WT $KKR $IBM

$837M

258 positions

#19Winter & Associates, Inc.Passive

Some overlap · 4 shared positions

$WT $IBM $MDY $UPST

$114M

84 positions

#20truNorth Financial Services, Inc.Active

Some overlap · 3 shared positions

$WT $KKR $UPST

$97M

49 positions

#21Charis Legacy Partners, LLCSmart money

Some overlap · 3 shared positions

$WT $KKR $UPST

$68M

27 positions

#22Unison Advisors LLCActive

Some overlap · 3 shared positions

$WT $KKR $UPST

$1.3B

175 positions

#23Glen Eagle Advisors, LLCPassive

Some overlap · 3 shared positions

$WT $KKR $MDY

$714M

1,021 positions

#24Onyx Bridge Wealth Group LLCPassive

Some overlap · 3 shared positions

$WT $KKR $MDLZ

$930M

373 positions

#25GreatBanc Trust COActive

Some overlap · 3 shared positions

$WT $KKR $MDLZ

$143M

67 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.