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 Care

13F Portfolio OverlapQ1 2026Wealth Care portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wealth Care LLC is an institutional investor managing $123M across 73 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 Care are Ariston Services Group, Intellus Advisors, Sherman Wealth, with shared positions in $IAU, $HUM, $KKR, $PLTR, $WT, $DIA. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive

Substantial overlap · 3 shared positions

$IAU $HUM $KKR

$167M

71 positions

#2Intellus Advisors LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $PLTR

$732M

125 positions

#3Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $WT $DIA

$116M

80 positions

#4Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $WT

$104M

20 positions

#5Sterling Financial Planning, Inc.Active

Notable overlap · 4 shared positions

$IAU $KKR $WT $HUM

$337M

117 positions

#6Buska Wealth Management, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $PDI

$249M

74 positions

#7Granite FO LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $DIA $IAU

$169M

170 positions

#8Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $PLTR

$98M

197 positions

#9SWAN Capital LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $PLTR

$272M

554 positions

#10Seneca Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $DIA

$341M

64 positions

#11Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$KKR $IAU $HUM $WT $PLTR

$365M

111 positions

#12DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $PLTR

$163M

58 positions

#13Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $PTY

$194M

54 positions

#14Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$KKR $IAU $WT $HUM

$90M

65 positions

#15Accretive Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $IAU

$356M

180 positions

#16Infinity Wealth Counsel, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $IAU $WT

$109M

63 positions

#17FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $IAU

$176M

104 positions

#18CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$298M

99 positions

#19Ballast Financial Advisors LLCActive

Notable overlap · 3 shared positions

$HUM $IAU $KKR

$98M

68 positions

#20Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$KKR $HUM $IAU

$1.1B

844 positions

#21Wealth Dimensions Group, Ltd.Active

Notable overlap · 4 shared positions

$KKR $IAU $CTVA $HUM

$508M

170 positions

#22Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $CTVA

$243M

90 positions

#23WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$284M

123 positions

#24EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $NZF

$171M

54 positions

#25White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$KKR $IAU $HUM

$721M

145 positions

Compare Wealth Care’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wealth Care’s holdings

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.