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 CALIBER WEALTH , / KS

13F Portfolio OverlapQ2 2026CALIBER WEALTH , / KS portfolio →

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Most similar hedge funds by 13F overlap

CALIBER WEALTH MANAGEMENT, LLC / KS is an institutional investor managing $1.0B across 300 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 CALIBER WEALTH , / KS are Phoenix Wealth Advisors, Keyes, Stange & Wooten Wealth, Comprehensive Financial Consultants Institutional, with shared positions in $MPC, $ADI, $JCI, $ETN, $CB, $UNP. The full ranking of 25 similar funds is below.

#1Phoenix Wealth AdvisorsActive

Notable overlap · 15 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$297M

129 positions

#2Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$251M

74 positions

#3Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$378M

205 positions

#4Tulsa Wealth Advisors, INCActive

Notable overlap · 15 shared positions

$MPC $ADI $JCI $ETN $CB $DRI

$710M

166 positions

#5HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $CMI

$461M

144 positions

#6Scissortail Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$520M

106 positions

#7Winthrop Partners - WNY, LLCPassive

Notable overlap · 14 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$202M

87 positions

#8Clear Trail Advisors, LLCPassive

Notable overlap · 12 shared positions

$MPC $ADI $ETN $JCI $CB $DRI

$655M

161 positions

#9TMB Capital Partners, LLCPassive

Notable overlap · 13 shared positions

$MPC $ADI $ETN $JCI $MSI $CB

$321M

177 positions

#10Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$MPC $JCI $ETN $CB $UNP $CMI

$215M

59 positions

#11LightSquare Wealth Management, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $VZ $NEE $CB

$145M

104 positions

#12CrossGen Wealth, LLCPassive

Notable overlap · 8 shared positions

$MPC $JCI $ETN $CB $UNP $APD

$129M

214 positions

#13Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$JCI $CMI $ETN $MPC $CB $UNP

$186M

132 positions

#14New England Professional Planning Group Inc.Smart money

Notable overlap · 5 shared positions

$SLV $ADI $UNP $CMI $CB

$268M

50 positions

#15RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$SLV $ADI $ETN $MSI $NEE

$1.1B

90 positions

#16Nordwand Advisors, LLCPassive

Notable overlap · 6 shared positions

$URI $ETN $UNP $CMI $APD $SCI

$652M

146 positions

#17Nemes Rush Group LLCPassive

Some overlap · 6 shared positions

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

$1.2B

954 positions

#18Banco de Sabadell, S.APassive

Some overlap · 6 shared positions

$ADI $ETN $APD $UNP $NEE $CME

$170M

61 positions

#19Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 6 shared positions

$URI $ETN $CMI $DRI $UNP $VZ

$489M

619 positions

#20Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$SLV $CB $ADI $NEE

$145M

99 positions

#21Richard C. Young & CO., LTD.Passive

Some overlap · 5 shared positions

$SLV $ADI $CMI $VZ $APH

$1.4B

101 positions

#22WealthShield Partners, LLCPassive

Some overlap · 6 shared positions

$JCI $CMI $ETN $CB $CME $APH

$654M

379 positions

#23Applied Finance Capital Management, LLCPassive

Some overlap · 5 shared positions

$URI $UNP $CMI $DRI $VZ

$1.3B

218 positions

#24MAGNOLIA CAPITAL ADVISORS LLCPassive

Some overlap · 9 shared positions

$ETN $ETR $NEE $ADI $JCI $VZ

$583M

295 positions

#25Fruth Investment ManagementPassive

Some overlap · 6 shared positions

$ETN $APD $MPC $ADI $UNP $DRI

$421M

225 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.