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 Selby Wealth ,

13F Portfolio OverlapQ1 2026Selby Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Selby Wealth Management, LLC is an institutional investor managing $282M across 83 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 Selby Wealth , are Sherman Wealth, Reality Financial Planning Services,, Crews Bank &, with shared positions in $KKR, $HUM, $GMM, $WT, $DIA, $SNOW. The full ranking of 25 similar funds is below.

#1Sherman Wealth Management LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $GMM $WT $DIA

$116M

80 positions

#2Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $SNOW $WT

$104M

20 positions

#3Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$KKR $HUM $MS $MDY

$690M

673 positions

#4Blake Schutter Theil Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$KKR $MS $HUM $SNOW $WT $T

$123M

111 positions

#5Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $MS

$156M

44 positions

#6Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$356M

180 positions

#7Financial Perspectives, IncPassive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$358M

716 positions

#8HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 5 shared positions

$KKR $HUM $DOV $WT $DIA

$238M

142 positions

#9DAGCO, INC.Passive

Notable overlap · 3 shared positions

$KKR $HUM $MS

$461M

353 positions

#10Human Investing LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $SNOW $MS

$687M

96 positions

#11truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$KKR $HUM $MS $WT $DIA

$97M

49 positions

#12MidAtlantic Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$KKR $MS $SNOW $DOV $WT

$145M

84 positions

#13Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$194M

54 positions

#14Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$167M

71 positions

#15Cornerstone Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$1.1B

262 positions

#16Joel Isaacson & Co., LLCActive

Notable overlap · 5 shared positions

$KKR $HUM $SNOW $DOV $MS

$3.0B

455 positions

#17HICKS CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$100M

37 positions

#18Talisman Wealth Advisors LLCPassive

Notable overlap · 5 shared positions

$KKR $MS $HUM $WT $WFC

$124M

101 positions

#19Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $DOV $MDY

$160M

106 positions

#20Wealth Care LLCActive

Notable overlap · 4 shared positions

$KKR $HUM $WT $DIA

$113M

67 positions

#21Breakwater Investment ManagementPassive

Notable overlap · 7 shared positions

$KKR $HUM $SNOW $DOV $WT $GMM

$269M

506 positions

#22Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$KKR $MS $DOV $HUM $WT

$90M

65 positions

#23Cannon Wealth Management Services, LLCPassive

Notable overlap · 4 shared positions

$KKR $HUM $WFC $T

$148M

85 positions

#24Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$KKR $HUM $WT $MS

$365M

111 positions

#25Infinity Wealth Counsel, LLCPassive

Notable overlap · 3 shared positions

$KKR $HUM $WT

$109M

63 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.