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 Medallion Wealth Advisors,

13F Portfolio OverlapQ1 2026Medallion Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Medallion Wealth Advisors, LLC is an institutional investor managing $306M across 1,121 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 Medallion Wealth Advisors, are WINEBRENNER, First Financial Group, Bridgewealth Advisory Group,, with shared positions in $JHG, $SNOW, $KKR, $WT, $HUM, $NKE. The full ranking of 25 similar funds is below.

#1WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$JHG $SNOW $KKR $WT $HUM

$156M

139 positions

#2First Financial Group CorpActive

Notable overlap · 5 shared positions

$JHG $SNOW $NKE $WT $HUM

$122M

80 positions

#3Bridgewealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$JHG $SNOW $KKR $HUM $T

$482M

135 positions

#4Sanchez Wealth Management GroupActive

Notable overlap · 6 shared positions

$JHG $REGN $CSX $WT $SOLV $UNP

$462M

53 positions

#5Whipplewood Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $ARKO $HUM

$193M

1,065 positions

#6Miller Global Investments, LLCPassive

Notable overlap · 4 shared positions

$JHG $SNOW $SCHW $T

$109M

279 positions

#7Symphony Financial Services, Inc.Active

Notable overlap · 3 shared positions

$JHG $REGN $WT

$195M

99 positions

#8Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $SCHW $HUM

$290M

485 positions

#9NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $ARKO $SCHW

$229M

73 positions

#10Sage Mountain Advisors LLCActive

Notable overlap · 4 shared positions

$JHG $BRZE $SOLV $NKE

$1.4B

281 positions

#11INSPIRION WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$JHG $KKR $WT $HUM

$803M

181 positions

#12Guardian Financial Partners, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $SNOW

$237M

67 positions

#13Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $WT

$136M

108 positions

#14IFC & Insurance Marketing, Inc.Passive

Notable overlap · 3 shared positions

$JHG $SNOW $BRZE

$96M

72 positions

#15Flaharty Asset Management, LLCActive

Notable overlap · 3 shared positions

$JHG $SNOW $SCHW

$806M

133 positions

#16Clearview Wealth Advisors LLC

Notable overlap · 4 shared positions

$JHG $SNOW $KKR $SCHW

$158M

103 positions

#171900 WEALTH MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$JHG $NKE $WT $KKR

$1.6B

253 positions

#18Destiny Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$JHG $KKR $NKE $HUM $SOLV

$914M

1,148 positions

#19Magnolia Private Wealth, LLCActive

Notable overlap · 3 shared positions

$JHG $BRZE $WT

$150M

134 positions

#20Dynamic Financial GroupSmart money

Notable overlap · 3 shared positions

$JHG $SNOW $T

$122M

69 positions

#21Three Magnolias Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $ARKO $WT

$157M

103 positions

#22MJP ASSOCIATES INC /ADVActive

Notable overlap · 3 shared positions

$JHG $KKR $HUM

$824M

231 positions

#23TRAPHAGEN INVESTMENT ADVISORS LLCSmart money

Notable overlap · 4 shared positions

$JHG $REGN $HUM $T

$1.2B

207 positions

#24Sovereign Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $BRZE $SNOW

$472M

106 positions

#25Bulwark Capital CorpActive

Notable overlap · 5 shared positions

$JHG $KKR $WT $HUM $SNOW

$162M

100 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.