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 Intelligence,

13F Portfolio OverlapQ1 2026Wealth Intelligence, portfolio →

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Most similar hedge funds by 13F overlap

Wealth Intelligence, LLC is an institutional investor managing $215M across 59 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 Intelligence, are Ironsides Asset Advisors,, INVESTMENT /VA/ /ADV, Comprehensive Financial Consultants Institutional,, with shared positions in $LOW, $SO, $GEV, $VZ, $MPC, $JCI. The full ranking of 25 similar funds is below.

#1Ironsides Asset Advisors, LLCActive

Substantial overlap · 3 shared positions

$LOW $SO $GEV

$399M

80 positions

#2INVESTMENT MANAGEMENT CORP /VA/ /ADVActive

Substantial overlap · 3 shared positions

$LOW $GEV $VZ

$116M

52 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$MPC $JCI $ETN $CME $CB $UNP

$337M

193 positions

#4Phoenix Wealth AdvisorsActive

Notable overlap · 11 shared positions

$ETN $MPC $CME $CB $JCI $VZ

$253M

126 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 12 shared positions

$ETN $CME $MPC $CB $JCI $MSI

$419M

144 positions

#6Scissortail Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$MPC $JCI $CB $CME $VZ $ETN

$498M

115 positions

#7CrossGen Wealth, LLCPassive

Notable overlap · 9 shared positions

$MPC $ETN $JCI $CME $CB $UNP

$114M

200 positions

#8Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $CME $CB $VZ $MSI

$601M

149 positions

#9Winthrop Partners - WNY, LLCPassive

Notable overlap · 10 shared positions

$ETN $CB $CME $MPC $JCI $UNP

$188M

87 positions

#10Tulsa Wealth Advisors, INCActive

Notable overlap · 13 shared positions

$ETN $MPC $CME $MSI $CB $JCI

$570M

150 positions

#11All Terrain Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$LOW $UNP $SO $UNH

$425M

149 positions

#12Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 11 shared positions

$MPC $ETN $JCI $MSI $CB $CME

$224M

71 positions

#13Bowman & Co S.C.

Notable overlap · 11 shared positions

$ETN $MSI $CB $CME $MPC $JCI

$237M

118 positions

#14Invera Wealth Advisors, LLCPassive

Notable overlap · 11 shared positions

$JCI $ETN $MPC $CB $CMI $CME

$156M

98 positions

#15Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

$CME $ETN $CB $JCI $MSI $UNP

$1.1B

944 positions

#16TMB Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$MSI $ETN $MPC $ADI $JCI $LOW

$297M

176 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$CME $SO $UNP $VZ $CMI $LMT

$220M

148 positions

#18Aull & Monroe Investment Management CorpPassive

Notable overlap · 7 shared positions

$CME $SO $VZ $ETN $CMI $UNP

$215M

125 positions

#19DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 3 shared positions

$LOW $ETN $UPS

$1.1B

596 positions

#20GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$MPC $LOW $AFL $CVS $UPS

$854M

145 positions

#21Walsky Investment Management, Inc.Passive

Notable overlap · 6 shared positions

$ETN $UNP $SO $LOW $APD $ABT

$98M

50 positions

#22Aspire Growth Partners LLCActive

Some overlap · 9 shared positions

$MPC $ETN $ADI $LMT $MSI $CME

$146M

121 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 7 shared positions

$CB $SO $VZ $AFL $ADI $LOW

$187M

55 positions

#24CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 5 shared positions

$ETN $MPC $CB $SO $LMT

$1.0B

93 positions

#25ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$CB $UNP $VZ $SO $CMI $UPS

$639M

126 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.