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 Ankerstar Wealth

13F Portfolio OverlapQ2 2026Ankerstar Wealth portfolio →

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Most similar hedge funds by 13F overlap

Ankerstar Wealth, LLC is an institutional investor managing $119M across 989 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Ankerstar Wealth are ParaFi, Palatine Hill Wealth, TRAPHAGEN INVESTMENT ADVISORS, with shared positions in $BITB, $IBIT, $CME, $SPCX, $LMT, $BX. The full ranking of 25 similar funds is below.

#1ParaFi Capital LPActive

Some overlap · 3 shared positions

$BITB $IBIT $CME

$361M

24 positions

#2Palatine Hill Wealth Management, LLCSmart money

Some overlap · 3 shared positions

$BITB $IBIT $SPCX

$124M

55 positions

#3TRAPHAGEN INVESTMENT ADVISORS LLCSmart money

Some overlap · 3 shared positions

$BITB $IBIT $CME

$1.4B

219 positions

#4Magnus Financial Group LLCPassive

Some overlap · 4 shared positions

$BITB $IBIT $LMT $BX

$1.4B

391 positions

#5Balance Wealth, LLCActive

Some overlap · 4 shared positions

$BITB $IBIT $BX $SPCX

$376M

165 positions

#6White Knight Strategic Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$BITB $BX $PFE

$143M

89 positions

#7MRP Capital Investments, LLCPassive

Slight overlap · 5 shared positions

$BITB $NEE $DELL $CME $PFE

$136M

223 positions

#8Signature Wealth Management Group

Slight overlap · 6 shared positions

$BITB $NKE $O $PEP $HSY $PFE

$263M

128 positions

#9Winthrop Capital Management, LLCPassive

Slight overlap · 3 shared positions

$BITB $NEE $PEP

$414M

351 positions

#10Modus Advisors, LLCPassive

Slight overlap · 6 shared positions

$NEE $IBIT $LMT $BX $VICI $SPCX

$405M

118 positions

#11AssuredPartners Investment Advisors, LLCPassive

Slight overlap · 5 shared positions

$NEE $DELL $PEP $BX $CSX

$1.0B

416 positions

#12WINDWARD CAPITAL MANAGEMENT CO /CAActive

Slight overlap · 5 shared positions

$NEE $NKE $PEP $CME $LMT

$1.3B

73 positions

#13Verity & Verity, LLCActive

Slight overlap · 5 shared positions

$NEE $DELL $PEP $VICI $PFE

$1.5B

138 positions

#14Slagle Financial, LLCPassive

Slight overlap · 4 shared positions

$NEE $DELL $O $PEP

$334M

127 positions

#15M3 Wealth Management, LLCActive

Slight overlap · 5 shared positions

$NEE $O $PEP $LMT $CSX

$154M

35 positions

#16Wills Financial Group LLCPassive

Slight overlap · 6 shared positions

$NEE $PEP $LMT $PFE $TSCO $D

$275M

82 positions

#17Soltis Investment Advisors LLCPassive

Slight overlap · 5 shared positions

$NKE $O $PEP $HSY $LMT

$1.8B

648 positions

#18JMAC ENTERPRISES LLCActive

Slight overlap · 5 shared positions

$NEE $PEP $HPE $LMT $BX

$593M

122 positions

#19Truvestments Capital LLCPassive

Slight overlap · 4 shared positions

$NEE $DELL $IBIT $LMT

$673M

1,150 positions

#20TECTONIC ADVISORS LLCPassive

Slight overlap · 5 shared positions

$DELL $O $PEP $VICI $PFE

$2.1B

289 positions

#21VIKING FUND MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$NEE $DELL $PEP $HPE

$1.1B

146 positions

#22DCM Advisors, LLCActive

Slight overlap · 5 shared positions

$DELL $NKE $PEP $CSX $PFE

$253M

38 positions

#23Evergreen Wealth Partners LLCActive

Slight overlap · 4 shared positions

$NEE $NKE $O $PEP

$167M

89 positions

#24LWM Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$NEE $DELL $IBIT $BX

$56M

80 positions

#25PINNEY & SCOFIELD, INC.Active

Slight overlap · 5 shared positions

$NEE $DELL $CME $CSX $PFE

$205M

232 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.