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 Rooted Wealth Advisors

13F Portfolio OverlapQ2 2026Rooted Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Rooted Wealth Advisors, Inc. is an institutional investor managing $408M across 149 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 Rooted Wealth Advisors are First National Bank of Mount Dora, Investment Services, Knollwood Investment Advisory, SHELTON, with shared positions in $FTNT, $ANET, $MCD, $DE, $LIN, $TXN. The full ranking of 25 similar funds is below.

#1First National Bank of Mount Dora, Trust Investment ServicesPassive

Some overlap · 6 shared positions

$FTNT $ANET $MCD $DE $LIN $TXN

$499M

126 positions

#2Knollwood Investment Advisory, LLCPassive

Some overlap · 6 shared positions

$HOOD $FTNT $ANET $PLTR $NOW $APH

$1.1B

270 positions

#3SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 6 shared positions

$FTNT $ANET $PLTR $LIN $APH $TXN

$5.5B

749 positions

#4Cushing Capital Partners, LLCPassive

Some overlap · 4 shared positions

$SLV $IAUM $MCD $LIN

$145M

99 positions

#5THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive

Some overlap · 6 shared positions

$SLV $MCD $LIN $APH $LMT $TXN

$275M

1,236 positions

#6Fulcrum Capital LLCActive

Some overlap · 5 shared positions

$FTNT $ANET $LIN $NOW $APH

$493M

103 positions

#7WEATHERLY ASSET MANAGEMENT L. P.Active

Some overlap · 5 shared positions

$FTNT $ANET $DE $APH $LMT

$1.4B

188 positions

#8Inspire Investing, LLCPassive

Some overlap · 5 shared positions

$FTNT $ANET $PLTR $LIN $APH

$2.4B

1,266 positions

#9Iyo Bank, Ltd.Active

Slight overlap · 5 shared positions

$FTNT $DE $LIN $NOW $TXN

$329M

32 positions

#10LifeWealth Investments, LLCActive

Slight overlap · 5 shared positions

$SLV $APH $LMT $PLTR $TXN

$374M

136 positions

#11QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 4 shared positions

$SLV $HOOD $PLTR $MCD

$196M

153 positions

#12Probity Advisors, Inc.Active

Slight overlap · 5 shared positions

$FTNT $ANET $DE $LMT $TXN

$699M

232 positions

#13Fortis Capital Advisors, LLCPassive

Slight overlap · 5 shared positions

$HOOD $ANET $SLV $PLTR $DE

$889M

408 positions

#14ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Slight overlap · 5 shared positions

$FTNT $ANET $PLTR $MCD $APH

$225.4B

1,887 positions

#15Maytus Capital Management, LLCPassive

Slight overlap · 4 shared positions

$FTNT $HOOD $ANET $TXN

$636M

62 positions

#16Sun Financial IncPassive

Slight overlap · 5 shared positions

$HOOD $ANET $PLTR $DE $NOW

$212M

161 positions

#17Teamwork Financial Advisors, LLCPassive

Slight overlap · 5 shared positions

$HOOD $ANET $PLTR $DE $NOW

$1.1B

215 positions

#18BNC WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$HOOD $ANET $PLTR $DE $NOW

$414M

106 positions

#19ITHAKA GROUP LLCActive

Slight overlap · 5 shared positions

$HOOD $ANET $PLTR $NOW $APH

$551M

40 positions

#20Strategic Investment Solutions, Inc. /ILPassive

Slight overlap · 4 shared positions

$SLV $PLTR $MCD $LIN

$437M

707 positions

#21OSSIAMPassive

Slight overlap · 4 shared positions

$FTNT $HOOD $PLTR $TXN

$7.5B

680 positions

#22Dynamic Wealth Strategies, LLCActive

Slight overlap · 5 shared positions

$FTNT $ANET $NOW $LMT $TXN

$188M

291 positions

#23RiverGlades Family Offices LLCActive

Slight overlap · 3 shared positions

$SLV $IAUM $NOW

$218M

108 positions

#24BIRCHBROOK, INC.Active

Slight overlap · 4 shared positions

$FTNT $HOOD $NOW $LMT

$213M

305 positions

#25SAWGRASS ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$FTNT $ANET $MCD $APH

$757M

193 positions

Compare Rooted 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 Rooted 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.