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 Tulsa Wealth Advisors,

13F Portfolio OverlapQ1 2026Tulsa Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Tulsa Wealth Advisors, INC is an institutional investor managing $570M across 150 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 Tulsa Wealth Advisors, are HARRELL INVESTMENT PARTNERS,, Phoenix Wealth Advisors, Comprehensive Financial Consultants Institutional,, with shared positions in $ETN, $MSI, $MPC, $ADI, $CME, $CB. The full ranking of 25 similar funds is below.

#1HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 18 shared positions

$ETN $MSI $MPC $ADI $CME $CB

$419M

144 positions

#2Phoenix Wealth AdvisorsActive

Notable overlap · 17 shared positions

$ETN $MPC $MSI $ADI $CME $CB

$253M

126 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 16 shared positions

$ETN $MPC $MSI $ADI $CME $CB

$337M

193 positions

#4Clear Trail Advisors, LLCPassive

Notable overlap · 15 shared positions

$ETN $MSI $MPC $CME $ADI $CB

$601M

149 positions

#5Scissortail Wealth Management, LLCPassive

Notable overlap · 16 shared positions

$MPC $ETN $MSI $ADI $CME $CB

$498M

115 positions

#6Winthrop Partners - WNY, LLCPassive

Notable overlap · 13 shared positions

$ETN $MSI $MPC $ADI $CME $CB

$188M

87 positions

#7Bowman & Co S.C.

Notable overlap · 14 shared positions

$MSI $ETN $ADI $CB $CME $MPC

$237M

118 positions

#8Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 14 shared positions

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

$224M

71 positions

#9Wealth Intelligence, LLCActive

Notable overlap · 13 shared positions

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

$208M

58 positions

#10CrossGen Wealth, LLCPassive

Notable overlap · 12 shared positions

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

$114M

200 positions

#11TMB Capital Partners, LLCPassive

Notable overlap · 12 shared positions

$MSI $ADI $ETN $MPC $JCI $CME

$297M

176 positions

#12Invera Wealth Advisors, LLCPassive

Notable overlap · 12 shared positions

$ETN $MPC $JCI $CB $CME $DRI

$156M

98 positions

#13Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

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

$1.1B

944 positions

#14CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 10 shared positions

$ETN $ADI $JCI $O $UNP $CMI

$758M

179 positions

#15Heritage Wealth Management, Inc.Passive

Some overlap · 8 shared positions

$ETN $ADI $CB $MPC $JCI $VZ

$202M

157 positions

#16CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 13 shared positions

$MPC $JCI $VZ $APD $CB $MSI

$914M

270 positions

#17Harbour Wealth Management Group, Inc.Passive

Some overlap · 9 shared positions

$MSI $ETN $MPC $APD $TT $CME

$133M

89 positions

#18Aspire Growth Partners LLCActive

Some overlap · 8 shared positions

$MPC $ETN $ADI $MSI $CME $TT

$146M

121 positions

#19SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 10 shared positions

$MSI $CME $ADI $ETN $MPC $CB

$199M

97 positions

#20Core Alternative CapitalPassive

Some overlap · 8 shared positions

$CME $CB $APD $O $VZ $NEE

$339M

205 positions

#21Peterson Wealth ServicesPassive

Some overlap · 7 shared positions

$MPC $CB $MSI $ETN $CME $ADI

$405M

215 positions

#22Cartenna Capital, LPPassive

Some overlap · 4 shared positions

$ETN $MSI $ADI $TT

$2.7B

47 positions

#23Perkins Coie Trust CoPassive

Some overlap · 7 shared positions

$ETN $CB $O $UNP $MDT $WFC

$520M

257 positions

#24BAHL & GAYNOR INCActive

Some overlap · 7 shared positions

$ETN $DRI $CME $MSI $NEE $UNH

$19.8B

327 positions

#25CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$ETN $MSI $ADI $WFC

$1.2B

103 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.