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 IHT Wealth

13F Portfolio OverlapQ2 2026IHT Wealth portfolio →

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Most similar hedge funds by 13F overlap

IHT Wealth Management, LLC is an institutional investor managing $4.7B across 1,237 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 IHT Wealth are Secure Asset, Flagship Private Wealth, Clarus Wealth Advisors, with shared positions in $ASTS, $GLDM, $PLTR, $MCD, $CRWD, $STT. The full ranking of 25 similar funds is below.

#1Secure Asset Management, LLCPassive

Slight overlap · 5 shared positions

$ASTS $GLDM $PLTR $MCD $CRWD

$753M

338 positions

#2Flagship Private Wealth, LLCActive

Slight overlap · 3 shared positions

$ASTS $STT $MCD

$283M

116 positions

#3Clarus Wealth AdvisorsActive

Slight overlap · 3 shared positions

$ASTS $STT $PLTR

$275M

86 positions

#4TTRF Capital LtdActive

Slight overlap · 3 shared positions

$ASTS $PLTR $CRWD

$152M

13 positions

#5Rakuten Securities, Inc.Active

Slight overlap · 3 shared positions

$ASTS $GLDM $PLTR

$430M

914 positions

#6Foguth Wealth Management, LLC.Active

Slight overlap · 5 shared positions

$STT $PLTR $MCD $ASTS $CRWD

$986M

227 positions

#7Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$GLDM $STT $PLTR $CRWD

$251M

74 positions

#8Fourth Dimension Wealth, LLCPassive

Slight overlap · 4 shared positions

$GLDM $STT $MCD $CRWD

$316M

679 positions

#9RETIREMENT INCOME SOLUTIONS, INCSmart money

Slight overlap · 4 shared positions

$GLDM $STT $MCD $PLTR

$581M

172 positions

#10Main Street Financial Solutions, LLCPassive

Slight overlap · 3 shared positions

$ASTS $GLDM $PLTR

$1.6B

624 positions

#11Capital Advisors Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$STT $PLTR $MCD $CRWD

$888M

233 positions

#12Ballast Rock Private Wealth LLCPassive

Slight overlap · 4 shared positions

$STT $PLTR $MCD $CRWD

$214M

202 positions

#13Graetz Wealth LLCActive

Slight overlap · 3 shared positions

$GLDM $STT $PLTR

$127M

84 positions

#14Cassaday & Co Wealth Management LLCSmart money

Slight overlap · 3 shared positions

$GLDM $STT $MCD

$5.7B

1,264 positions

#15WBH ADVISORY INCPassive

Slight overlap · 3 shared positions

$GLDM $STT $MCD

$1.5B

363 positions

#16American National Bank of TexasActive

Slight overlap · 3 shared positions

$GLDM $STT $MCD

$109M

52 positions

#17Collaborative Wealth Managment Inc.Active

Slight overlap · 3 shared positions

$GLDM $STT $MCD

$238M

170 positions

#18JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$GLDM $STT $MCD

$1.3B

830 positions

#19Financial Network Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$GLDM $STT $MCD

$99M

858 positions

#20SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Slight overlap · 3 shared positions

$GLDM $STT $CRWD

$5.7B

668 positions

#21SNS Financial Group, LLCPassive

Slight overlap · 3 shared positions

$GLDM $STT $CRWD

$5.2B

549 positions

#22Marshall & Sterling Wealth Advisors Inc.Passive

Slight overlap · 3 shared positions

$GLDM $STT $CRWD

$169M

339 positions

#23Cedar Point Capital Partners, LLCActive

Slight overlap · 3 shared positions

$GLDM $STT $CRWD

$174M

77 positions

#24XY Planning Network, Inc.Passive

Slight overlap · 3 shared positions

$GLDM $STT $CRWD

$929M

380 positions

#25Palacios Wealth Management, LLCSmart money

Slight overlap · 3 shared positions

$ASTS $PLTR $CRWD

$169M

76 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.