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 Navigate Wealth

13F Portfolio OverlapQ2 2026Navigate Wealth portfolio →

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Most similar hedge funds by 13F overlap

Navigate Wealth Management, LLC is an institutional investor managing $161M across 79 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 Navigate Wealth are BCR Wealth Strategies, TrueWealth Advisors, Walsky Investment, with shared positions in $SO, $SFBS, $LOW, $GL, $RF, $MCD. The full ranking of 25 similar funds is below.

#1BCR Wealth Strategies, LLCSmart money

Notable overlap · 3 shared positions

$SO $SFBS $LOW

$356M

32 positions

#2TrueWealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$SFBS $SO $GL $RF

$444M

235 positions

#3Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$SO $MCD $HONA $LOW $ADP

$108M

52 positions

#4CINCINNATI FINANCIAL CORPActive

Some overlap · 5 shared positions

$NSC $HONA $MCD $ADP $MMM

$5.2B

56 positions

#5Welch Group, LLCPassive

Some overlap · 3 shared positions

$SFBS $SO $MCD

$2.9B

326 positions

#6Mayfair Advisory Group, LLCPassive

Some overlap · 4 shared positions

$SO $NSC $GL $MCD

$332M

185 positions

#7Windle Wealth, LLCActive

Some overlap · 3 shared positions

$SO $MMM $MCD

$249M

35 positions

#8Inman Jager Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SO $MMM $MCD

$188M

90 positions

#96th Street Advisors, LLCActive

Some overlap · 4 shared positions

$VMC $SO $RF $FANG

$174M

61 positions

#10Smith Thornton Advisors LLCPassive

Some overlap · 4 shared positions

$GL $SO $SFBS $RF

$227M

140 positions

#11KANAWHA CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$MCD $NSC $SO $LOW $ADP $MMM

$1.5B

228 positions

#12BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 5 shared positions

$MMM $MCD $SO $AXP $FDX

$263M

90 positions

#13Fairvoy Private Wealth, LLCPassive

Some overlap · 3 shared positions

$SO $MCD $GL

$495M

200 positions

#14WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 4 shared positions

$SO $MCD $LOW $ADP

$390M

103 positions

#15First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$SO $HONA $MCD $LOW

$529M

75 positions

#16CAPITAL & PLANNING, LLC

Some overlap · 3 shared positions

$SO $MCD $LOW

$165M

172 positions

#17SWAN Capital LLCActive

Some overlap · 4 shared positions

$SO $MCD $FDX $LOW

$292M

580 positions

#18Southern Financial Group, LLCSmart money

Some overlap · 3 shared positions

$SO $RF $FANG

$392M

95 positions

#19Kentucky Trust CoPassive

Some overlap · 4 shared positions

$SO $NSC $MMM $LOW

$208M

316 positions

#20OAK HARBOR WEALTH PARTNERS, LLCPassive

Some overlap · 4 shared positions

$NSC $MCD $SO $FDX

$268M

225 positions

#21CAHABA WEALTH MANAGEMENT, INC.Smart money

Some overlap · 3 shared positions

$SO $MMM $MCD

$1.7B

158 positions

#22First PREMIER BankPassive

Some overlap · 3 shared positions

$SO $MCD $ADP

$619M

358 positions

#23Capital Wealth Planning, LLCActive

Some overlap · 4 shared positions

$NSC $MCD $AXP $FDX

$20.0B

154 positions

#24OmniStar Financial Group, Inc.Passive

Some overlap · 4 shared positions

$SO $HONA $MMM $FANG

$217M

118 positions

#25HOME FEDERAL BANK OF TENNESSEESmart money

Some overlap · 5 shared positions

$NSC $MMM $HONA $ADP $RF

$463M

114 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.