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 Phillip James Consulting

13F Portfolio OverlapQ1 2026Phillip James Consulting portfolio →

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Most similar hedge funds by 13F overlap

Phillip James Consulting Co. is an institutional investor managing $132M across 378 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 Phillip James Consulting are Etesian Wealth Advisors,, Goldenstone Wealth, INVENIO WEALTH PARTNERS, with shared positions in $WT, $SNOW, $SCHW, $LRCX, $UNH, $ITW. The full ranking of 25 similar funds is below.

#1Etesian Wealth Advisors, Inc.Passive

Notable overlap · 3 shared positions

$WT $SNOW $SCHW

$313M

138 positions

#2Goldenstone Wealth Management LLCActive

Notable overlap · 5 shared positions

$WT $LRCX $UNH $ITW $AMD

$137M

89 positions

#3INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $AMD

$252M

89 positions

#4TopTier Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $UNH $DHR

$163M

795 positions

#5Exit Wealth Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $LRCX $GLW

$195M

131 positions

#6Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $UNH

$220M

273 positions

#7Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $UNH $AMD

$126M

67 positions

#8Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $TGT $DIS

$136M

49 positions

#9Retirement Planning Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $SCHW

$3.2B

481 positions

#10Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $SNOW $UNH

$491M

147 positions

#11Berkeley, IncActive

Notable overlap · 3 shared positions

$WT $ROST $ULTA

$298M

81 positions

#12Quattro Advisors LLCActive

Notable overlap · 3 shared positions

$WT $SCHW $AMD

$115M

51 positions

#13SK Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $ORLY $LRCX

$360M

77 positions

#14MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$WT $LRCX $TDG

$1.3B

143 positions

#15Sharper & Granite LLCPassive

Notable overlap · 4 shared positions

$WT $GLW $DHR $SCHW

$293M

107 positions

#16WIN ADVISORS, INCPassive

Notable overlap · 4 shared positions

$WT $LRCX $SNOW $GLW

$219M

78 positions

#17Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $SCHW $LRCX

$736M

187 positions

#18Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $SNOW $UNH $DIS

$154M

66 positions

#19OPTIMA CAPITAL LLCPassive

Notable overlap · 3 shared positions

$WT $SNOW $AMD

$215M

159 positions

#20Marathon Mission, Inc.Active

Notable overlap · 4 shared positions

$WT $LRCX $SCHW $AMD

$200M

57 positions

#21Grey Ledge Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $SNOW $ORLY $AMD

$443M

239 positions

#22Boothe Investment Group, Inc.Active

Notable overlap · 3 shared positions

$WT $AMD $ULTA

$311M

40 positions

#23Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $BSX $SCHW $DHR

$90M

65 positions

#24Rare Wolf Capital LLCPassive

Notable overlap · 6 shared positions

$WT $UNH $VEEV $LRCX $DIS $AMD

$154M

127 positions

#25Alpine Bank Wealth ManagementActive

Notable overlap · 3 shared positions

$WT $AXP $SCHW

$688M

161 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.