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 Wealth Analytics Partners,

13F Portfolio OverlapQ1 2026Wealth Analytics Partners, portfolio →

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Most similar hedge funds by 13F overlap

Wealth Analytics Partners, LLC is an institutional investor managing $276M across 50 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 Wealth Analytics Partners, are Wealth Architects,, Global Wealth ,, Compass Financial Group, (Ohio), with shared positions in $HUM, $NOW, $PLTR, $IBIT, $IAU, $MU. The full ranking of 25 similar funds is below.

#1Wealth Architects, LLCPassive

Some overlap · 3 shared positions

$HUM $NOW $PLTR

$1.1B

244 positions

#2Global Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $IBIT $IAU

$183M

44 positions

#3Compass Financial Group, Inc. (Ohio)Active

Some overlap · 3 shared positions

$HUM $IBIT $IAU

$137M

45 positions

#4MOTIVE WEALTH ADVISORSActive

Some overlap · 4 shared positions

$HUM $NOW $PLTR $MU

$213M

92 positions

#5Prodigy Asset Management LLCSmart money

Some overlap · 3 shared positions

$HUM $IBIT $MU

$300M

28 positions

#6360 Financial, Inc.Active

Some overlap · 3 shared positions

$HUM $PWR $PLTR

$332M

80 positions

#7Ballast Financial Advisors LLCActive

Some overlap · 4 shared positions

$HUM $BAC $GBTC $IAU

$98M

68 positions

#8FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 3 shared positions

$HUM $PWR $IAU

$176M

104 positions

#9Trust Point Inc.Active

Some overlap · 3 shared positions

$HUM $PWR $IAU

$1.2B

521 positions

#10HANOVER ADVISORS INCActive

Some overlap · 3 shared positions

$HUM $PLTR $BAC

$246M

118 positions

#11Intellus Advisors LLCActive

Some overlap · 3 shared positions

$HUM $PLTR $IAU

$732M

125 positions

#12Wealth Care LLCActive

Some overlap · 3 shared positions

$HUM $PLTR $IAU

$113M

67 positions

#13Capital Advisors Wealth Management, LLCPassive

Some overlap · 3 shared positions

$HUM $PLTR $IAU

$745M

219 positions

#14SWAN Capital LLCPassive

Some overlap · 3 shared positions

$HUM $PLTR $MU

$272M

554 positions

#15M3 Advisory Group, LLCPassive

Some overlap · 3 shared positions

$HUM $BAC $MU

$162M

149 positions

#16Granite FO LLCActive

Some overlap · 3 shared positions

$HUM $IAU $MU

$169M

170 positions

#17Kagan Cocozza Asset ManagementActive

Some overlap · 3 shared positions

$HUM $IBIT $BAC

$142M

69 positions

#18Yoder Wealth Management, Inc.Passive

Some overlap · 4 shared positions

$HUM $O $PLTR $IAU

$219M

124 positions

#19Howard Capital Management Inc.Active

Some overlap · 3 shared positions

$HUM $PWR $PLTR

$6.1B

332 positions

#20Hoese & Co LLPActive

Some overlap · 3 shared positions

$HUM $BAC $O

$135M

135 positions

#21INTEGRAL INVESTMENT ADVISORS, INC.Passive

Some overlap · 3 shared positions

$HUM $IBIT $BAC

$402M

174 positions

#22MUIRFIELD WEALTH ADVISORS LLCPassive

Some overlap · 3 shared positions

$HUM $BAC $IAU

$136M

80 positions

#23Wealthfront Advisers LLCActive

Some overlap · 4 shared positions

$HUM $NOW $PLTR $IBIT

$45.6B

1,076 positions

#24Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$HUM $IAU $MU

$405M

298 positions

#25Bigelow Investment Advisors, LLCPassive

Some overlap · 3 shared positions

$HUM $BAC $IAU

$250M

153 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.