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 Wagner Wealth ,

13F Portfolio OverlapQ1 2026Wagner Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wagner Wealth Management, Corp is an institutional investor managing $111M across 103 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 Wagner Wealth , are Mach-1 Financial Group,, Kinloch ,, STONEHAVEN WEALTH & TAX SOLUTIONS,, with shared positions in $FCFS, $FITB, $CB, $TGT, $ATO, $ADM. The full ranking of 25 similar funds is below.

#1Mach-1 Financial Group, LLCPassive

Notable overlap · 3 shared positions

$FCFS $FITB $CB

$284M

161 positions

#2Kinloch Capital, LLCPassive

Notable overlap · 12 shared positions

$TGT $ATO $ADM $KO $NEE $GD

$245M

83 positions

#3STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive

Some overlap · 4 shared positions

$FCFS $LEN $KO $CAH

$113M

82 positions

#4Brendel Financial Advisors LLCPassive

Some overlap · 10 shared positions

$CB $TGT $ATO $ADM $NEE $GD

$202M

95 positions

#5Smead Capital Management, Inc.Active

Some overlap · 3 shared positions

$LEN $FITB $TGT

$4.6B

32 positions

#6Darwin Wealth Management, LLCPassive

Some overlap · 3 shared positions

$FCFS $SAN $KO

$321M

604 positions

#7Commonwealth Financial Services, LLCPassive

Some overlap · 3 shared positions

$FCFS $FITB $KO

$632M

278 positions

#8Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 5 shared positions

$LEN $TGT $EMR $KO $NEE

$165M

67 positions

#9Prasad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$FCFS $LEN $FITB

$367M

146 positions

#10Vest Financial, LLCPassive

Some overlap · 7 shared positions

$CB $LIN $KO $TGT $NEE $CINF

$8.3B

414 positions

#11Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$LEN $TGT $KO $NEE $SWK

$223M

109 positions

#12Legacy Financial Strategies, LLCActive

Some overlap · 7 shared positions

$LIN $ATO $NEE $CINF $EXPD $NDSN

$554M

140 positions

#13Aristotle Capital Management, LLCActive

Some overlap · 5 shared positions

$LEN $ATO $KO $GD $ECL

$47.8B

191 positions

#14MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$CB $LIN $ATO $NEE $GD $ECL

$835M

170 positions

#15Prairie Wealth Advisors, Inc.Active

Some overlap · 3 shared positions

$LEN $SAN $NEE

$231M

152 positions

#16Center for Wealth Management AdvisoryActive

Some overlap · 3 shared positions

$FITB $KO $GD

$139M

62 positions

#17PERSONAL CFO SOLUTIONS, LLCPassive

Some overlap · 3 shared positions

$LEN $CB $LIN

$712M

520 positions

#18Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$LIN $TGT $KO $GD $CAH $EMR

$245M

98 positions

#19NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$CB $KO $NEE $GD $EMR $ECL

$367M

141 positions

#20LS Investment Advisors, LLCPassive

Some overlap · 6 shared positions

$CB $LIN $NEE $EMR $ECL $GD

$668M

126 positions

#21PENINSULA ASSET MANAGEMENT INCPassive

Some overlap · 7 shared positions

$NEE $EMR $ECL $NUE $NDSN $CINF

$196M

53 positions

#22Clarendon Private LLCPassive

Some overlap · 3 shared positions

$LEN $NEE $LIN

$130M

119 positions

#23LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$LEN $SAN $KO

$279M

80 positions

#24LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive

Some overlap · 3 shared positions

$FITB $CB $KO

$343M

59 positions

#25Calamos Wealth Management LLCPassive

Some overlap · 3 shared positions

$LEN $CB $LIN

$2.9B

546 positions

Compare Wagner Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wagner Wealth ,’s holdings

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.