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 TopTier Wealth ,

13F Portfolio OverlapQ1 2026TopTier Wealth , portfolio →

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Most similar hedge funds by 13F overlap

TopTier Wealth Management, LLC is an institutional investor managing $166M across 133 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 TopTier Wealth , are COLUMBIA ADVISORY PARTNERS, Team Financial Group,, Hamilton ,, with shared positions in $WT, $LEN, $HUM, $SNOW, $UNH, $IAU. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive

Highly similar · 3 shared positions

$WT $LEN $HUM

$157M

92 positions

#2Team Financial Group, LLCActive

Highly similar · 4 shared positions

$WT $SNOW $UNH $HUM

$220M

273 positions

#3Hamilton Capital, LLCSmart money

Highly similar · 3 shared positions

$WT $IAU $MS

$1.9B

152 positions

#4Broussard Financial Group LLCActive

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$125M

29 positions

#5RESOLUTE CAPITAL, LLCActive

Substantial overlap · 5 shared positions

$WT $ET $DHR $HUM $SLV

$247M

57 positions

#6Lauer Wealth, LLCActive

Substantial overlap · 3 shared positions

$WT $UNH $SLV

$126M

67 positions

#7Serenus Wealth Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$WT $MDY $HUM

$501M

68 positions

#8Lee-Kelleher Wealth ManagementSmart money

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$168M

41 positions

#9Global View Capital Management LLCActive

Substantial overlap · 3 shared positions

$WT $SLV $OTIS

$377M

140 positions

#10MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$147M

52 positions

#11Lunt Capital Management, Inc.Active

Substantial overlap · 3 shared positions

$WT $DHR $RCL

$260M

97 positions

#12ACT Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $LEN $MS

$235M

78 positions

#13Exit Wealth Advisors, LLC.Active

Substantial overlap · 3 shared positions

$WT $SLV $IAU

$195M

131 positions

#14Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 3 shared positions

$WT $IAU $SLV

$132M

80 positions

#15Reyes Financial Architecture, Inc.Passive

Substantial overlap · 3 shared positions

$WT $LEN $HUM

$122M

348 positions

#16RVW Wealth, LLCActive

Substantial overlap · 6 shared positions

$WT $MDY $MS $HUM $SYK $INTU

$1.3B

176 positions

#17Morton Capital Management LLC/CASmart money

Substantial overlap · 5 shared positions

$WT $IAU $HUM $ET $EPD

$672M

139 positions

#18Wealthcare Capital Partners, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $UNH $SLV

$213M

153 positions

#19INVENIO WEALTH PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $SNOW $ET $KLAC

$252M

89 positions

#20Spinnaker Investment Group, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $SNOW $UNH

$491M

147 positions

#21tru Independence LLCPassive

Substantial overlap · 3 shared positions

$WT $HUM $OTIS

$202M

102 positions

#22Fortune Financial Group, Inc.Active

Substantial overlap · 3 shared positions

$WT $LEN $OTIS

$111M

84 positions

#23Systelligence, LLCPassive

Substantial overlap · 4 shared positions

$WT $IAU $SNOW $MS

$514M

56 positions

#24Retirement Planning Group, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $SNOW $MS

$3.2B

481 positions

#25Bonfire FinancialActive

Notable overlap · 3 shared positions

$WT $SLV $MS

$133M

57 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.