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 POTENTIA WEALTH

13F Portfolio OverlapQ2 2026POTENTIA WEALTH portfolio →

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Most similar hedge funds by 13F overlap

POTENTIA WEALTH is an institutional investor managing $244M across 60 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 POTENTIA WEALTH are Voya Financial Advisors, CULLEN INVESTMENT GROUP, LTD., ARGUS INVESTORS' COUNSEL, with shared positions in $WFC, $UL, $GD, $SBUX, $KLAC, $ANET. The full ranking of 25 similar funds is below.

#1Voya Financial Advisors, Inc.Smart money

Slight overlap · 4 shared positions

$WFC $UL $GD $SBUX

$1.1B

208 positions

#2CULLEN INVESTMENT GROUP, LTD.Active

Slight overlap · 4 shared positions

$WFC $UL $GD $SBUX

$827M

181 positions

#3ARGUS INVESTORS' COUNSEL, INC.Passive

Slight overlap · 4 shared positions

$WFC $GD $KLAC $ANET

$130M

106 positions

#4ProVise Management Group, LLCPassive

Slight overlap · 3 shared positions

$WFC $UL $GD

$1.5B

282 positions

#5FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Slight overlap · 3 shared positions

$WFC $UL $GD

$355M

257 positions

#6Keystone Financial ServicesActive

Slight overlap · 3 shared positions

$WFC $UL $GD

$388M

131 positions

#7Independence Wealth Advisors, LLCActive

Slight overlap · 3 shared positions

$WFC $UL $GD

$199M

85 positions

#8CRUX WEALTH ADVISORSPassive

Slight overlap · 3 shared positions

$WFC $UL $GD

$289M

192 positions

#9SPWM Advisors LLCActive

Slight overlap · 3 shared positions

$WFC $UL $GD

$108M

90 positions

#10Tranquilli Financial Advisor LLCPassive

Slight overlap · 3 shared positions

$WFC $UL $GD

$186M

135 positions

#11NVWM, LLCPassive

Slight overlap · 4 shared positions

$WFC $KLAC $SBUX $ANET

$496M

780 positions

#12Pavion Blue Capital, LLCPassive

Slight overlap · 3 shared positions

$WFC $UL $SBUX

$248M

111 positions

#13Saratoga Research & Investment ManagementActive

Slight overlap · 4 shared positions

$UL $CHRW $GD $SBUX

$1.8B

46 positions

#14DecisionMap Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$UL $CHRW $GD $SBUX

$179M

145 positions

#15CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive

Slight overlap · 3 shared positions

$WFC $UL $GD

$191M

102 positions

#16CITIZENS & NORTHERN CORPActive

Slight overlap · 3 shared positions

$WFC $GD $KLAC

$438M

117 positions

#17PFG AdvisorsPassive

Slight overlap · 3 shared positions

$WFC $GD $KLAC

$2.0B

791 positions

#18Three Bridge Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$UL $GD $CHRW $SBUX

$399M

87 positions

#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$WFC $GD $SBUX

$233M

122 positions

#20EDGAR LOMAX CO/VAActive

Slight overlap · 3 shared positions

$WFC $GD $SBUX

$1.3B

58 positions

#21Wealth Science Advisors LLCActive

Slight overlap · 3 shared positions

$WFC $GD $SBUX

$225M

97 positions

#22VIRTUE ASSET MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$WFC $GD $ANET

$142M

108 positions

#23SHELTON WEALTH MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$WFC $GD $ANET

$255M

144 positions

#24SWS PartnersPassive

Slight overlap · 3 shared positions

$WFC $GD $ANET

$463M

108 positions

#25Accretive Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$WFC $GD $SBUX

$412M

181 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.