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 Lineweaver Wealth Advisors

13F Portfolio OverlapQ2 2026Lineweaver Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lineweaver Wealth Advisors, LLC is an institutional investor managing $845M across 182 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 Lineweaver Wealth Advisors are SHUFRO ROSE, Spectrum Investment Advisors, Stratos Investment, with shared positions in $ALPS, $GLW, $JCI, $AMGN, $NEE, $ASML. The full ranking of 25 similar funds is below.

#1SHUFRO ROSE & CO LLCActive

Notable overlap · 4 shared positions

$ALPS $GLW $JCI $AMGN

$1.7B

315 positions

#2Spectrum Investment Advisors, Inc.Active

Notable overlap · 5 shared positions

$ALPS $NEE $ASML $MCD $ABT

$245M

76 positions

#3Stratos Investment Management, LLCPassive

Notable overlap · 5 shared positions

$ALPS $DELL $C $AMGN $ASML

$2.8B

382 positions

#4Stonehearth Capital Management, LLCActive

Notable overlap · 3 shared positions

$ALPS $PGR $DE

$293M

94 positions

#5Payne Capital LLCActive

Notable overlap · 3 shared positions

$ALPS $AMGN $ABT

$120M

59 positions

#6Brady Martz Wealth Solutions, LLCPassive

Notable overlap · 3 shared positions

$ALPS $AMGN $BLK

$662M

228 positions

#7Annex Advisory Services, LLCActive

Notable overlap · 4 shared positions

$ALPS $NEE $DE $ASML

$5.9B

356 positions

#8Hamilton Wealth, LLCPassive

Notable overlap · 3 shared positions

$ALPS $IAU $ABT

$546M

118 positions

#9Riverbend Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$ALPS $DELL $C $IAU $ASML $AMGN

$199M

176 positions

#10Hudson Value Partners, LLCPassive

Notable overlap · 6 shared positions

$DELL $GLW $MCD $AMGN $DE $ASML

$399M

113 positions

#11Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$DELL $NEE $IAU $AMGN $DE $ASML

$710M

193 positions

#12Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$DELL $NEE $MCD $C $AMGN $DUK

$334M

127 positions

#13SENTINEL PENSION ADVISORS, LLCActive

Some overlap · 5 shared positions

$ALPS $DELL $IAU $NEE $MCD

$762M

147 positions

#14ARGENT CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$DELL $PGR $NEE $CTAS $AMGN

$3.2B

168 positions

#15Stonebridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$GLW $NEE $IAU $MCD $BLK $AMGN

$1.3B

275 positions

#16BARNES PETTEY FINANCIAL ADVISORS, LLCPassive

Some overlap · 4 shared positions

$ALPS $NEE $DELL $ASML

$319M

175 positions

#17FIRST AMERICAN TRUST, FSBPassive

Some overlap · 7 shared positions

$NEE $IAU $C $MCD $BLK $ASML

$1.7B

307 positions

#18VALLEY WEALTH MANAGERS, INC.Passive

Some overlap · 4 shared positions

$DELL $PGR $GLW $AMGN

$1.7B

345 positions

#19Red Door Wealth Management, LLCPassive

Some overlap · 5 shared positions

$DELL $CTAS $AMGN $DUK $ASML

$1.1B

320 positions

#20PLIMOTH TRUST CO LLCPassive

Some overlap · 5 shared positions

$DELL $MCD $NEE $AMGN $DUK

$501M

175 positions

#21Seed Wealth Management, Inc.Active

Some overlap · 4 shared positions

$DELL $GLW $MCD $DE

$158M

100 positions

#22Lifeworks Advisors, LLCPassive

Some overlap · 4 shared positions

$DELL $GLW $IAU $DE

$955M

337 positions

#23Front Row Advisors LLCPassive

Some overlap · 5 shared positions

$DELL $GLW $BLK $AMGN $ASML

$345M

576 positions

#24Andrew Hill Investment Advisors, Inc.Passive

Some overlap · 6 shared positions

$PGR $NEE $C $DUK $DE $ASML

$135M

57 positions

#25HARTLINE INVESTMENT CORP/Active

Some overlap · 4 shared positions

$DELL $GLW $C $NEE

$1.1B

115 positions

Compare Lineweaver Wealth Advisors’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 Lineweaver Wealth Advisors’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.