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 Smith Partners Wealth ,

13F Portfolio OverlapQ1 2026Smith Partners Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Smith Partners Wealth Management, LLC is an institutional investor managing $112M across 76 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 Smith Partners Wealth , are Advisors Wealth ,, Grove Street Fiduciary,, Cornerstone Financial, with shared positions in $HUM, $SNOW, $USB, $SCHW, $DDOG, $MKL. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $USB $SCHW $DDOG

$745M

219 positions

#2Grove Street Fiduciary, LLCActive

Notable overlap · 7 shared positions

$HUM $SNOW $MKL $GEV $WT $GE

$227M

74 positions

#3Cornerstone Financial Management LLCPassive

Notable overlap · 5 shared positions

$HUM $SNOW $USB $DDOG $SE

$109M

1,311 positions

#4GENESIS PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$HUM $TXN $SNOW $DDOG $FITB $GE

$318M

182 positions

#5Strategic Financial Concepts, LLCPassive

Notable overlap · 5 shared positions

$HUM $FSCO $USB $LOW $WT

$405M

298 positions

#6Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $SNOW $MKL

$194M

54 positions

#7American Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$HUM $SNOW $USB $SE $GE $SCHW

$750M

159 positions

#8HANOVER ADVISORS INCSmart money

Notable overlap · 6 shared positions

$HUM $SNOW $DDOG $SCHW $WT $MKL

$246M

118 positions

#9WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 7 shared positions

$HUM $USB $SCHW $DDOG $SNOW $DUK

$350M

95 positions

#10Opus Financial Solutions LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $SCHW $DDOG $WT

$106M

103 positions

#11Farrell Financial LLCActive

Notable overlap · 7 shared positions

$HUM $USB $MKL $L $DDOG $SCHW

$167M

76 positions

#12Firestone Capital ManagementActive

Notable overlap · 5 shared positions

$HUM $MKL $SCHW $DDOG $USB

$480M

160 positions

#13Hurlow Wealth Management Group, Inc.Active

Notable overlap · 6 shared positions

$SNOW $HUM $USB $SCHW $DDOG $GE

$420M

120 positions

#14Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $SNOW $SCHW $DDOG

$167M

71 positions

#15Juno Financial Group LLCActive

Notable overlap · 8 shared positions

$HUM $SE $LOW $SCHW $PM $MO

$255M

70 positions

#16Manchester Global Management (UK) LtdActive

Notable overlap · 3 shared positions

$TXN $SNOW $SCHW

$749M

23 positions

#17Human Investing LLCSmart money

Notable overlap · 5 shared positions

$HUM $SNOW $SCHW $DDOG $PM

$687M

96 positions

#18Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $USB $MKL $SCHW

$223M

41 positions

#19Fortis Advisors, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $USB $GLW

$200M

119 positions

#20Graetz Wealth LLCActive

Notable overlap · 5 shared positions

$HUM $SNOW $USB $SCHW $DDOG

$112M

80 positions

#21PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$HUM $SNOW $USB $DDOG

$198M

106 positions

#22KEYVANTAGE WEALTH, LLCActive

Notable overlap · 6 shared positions

$TXN $USB $DDOG $SCHW $PM $GEV

$227M

92 positions

#23Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$HUM $SNOW $SCHW $TXN $WT

$104M

20 positions

#24Diversified Enterprises, LLCActive

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $DUK

$1.8B

413 positions

#25CONQUIS FINANCIAL LLCSmart money

Notable overlap · 4 shared positions

$HUM $SNOW $DDOG $LOW

$121M

54 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.