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 Shah Wealth Advisors

13F Portfolio OverlapQ2 2026Shah Wealth Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Shah Wealth Advisors, LLC is an institutional investor managing $433M 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 Shah Wealth Advisors are Forthright Family Wealth Advisory, Sowa Financial Group, TWIN FOCUS PARTNERS, with shared positions in $IAU, $PM, $MO, $PGR, $VZ, $T. The full ranking of 25 similar funds is below.

#1Forthright Family Wealth Advisory LLCActive

Substantial overlap · 4 shared positions

$IAU $PM $MO $PGR

$177M

57 positions

#2Sowa Financial Group, Inc.Smart money

Substantial overlap · 4 shared positions

$IAU $MO $VZ $T

$215M

29 positions

#3TWIN FOCUS CAPITAL PARTNERS, LLCActive

Substantial overlap · 3 shared positions

$IAU $DOV $UBER

$983M

170 positions

#4GenWealth Group, Inc.Active

Substantial overlap · 5 shared positions

$IAU $ALL $T $VZ $PM

$642M

89 positions

#5Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DOV $CVS

$191M

114 positions

#6Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 4 shared positions

$IAU $DOV $PM $NVS

$637M

125 positions

#7White Lighthouse Investment Management Inc.Active

Notable overlap · 3 shared positions

$IAU $PM $MO

$802M

151 positions

#8NOTTINGHAM ADVISORS, INC.Active

Notable overlap · 3 shared positions

$IAU $VZ $T

$838M

122 positions

#9RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $PM $NVS

$218M

108 positions

#10LifePlan Financial, LLCPassive

Notable overlap · 3 shared positions

$IAU $VZ $CVS

$143M

89 positions

#11Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $DOV $CI

$200M

157 positions

#12Proficio Capital Partners LLCPassive

Notable overlap · 3 shared positions

$IAU $DOV $UBER

$2.8B

691 positions

#13Highland Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$IAU $PM $MO $CI

$455M

73 positions

#14MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $PM $AEP $MO

$1.4B

144 positions

#15MBA Advisors LLCPassive

Notable overlap · 6 shared positions

$IAU $PM $MO $VZ $PEP $CINF

$297M

166 positions

#16Centerline Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $BE $PEP

$319M

79 positions

#17Farrell Financial LLCActive

Notable overlap · 3 shared positions

$IAU $UBER $PEP

$185M

83 positions

#18Arnhold LLCActive

Notable overlap · 4 shared positions

$IAU $UBER $VZ $T

$1.4B

113 positions

#19Leslie Global Wealth, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $VZ

$257M

85 positions

#20Kelly Financial Services LLCActive

Notable overlap · 4 shared positions

$IAU $VZ $PM $T

$467M

141 positions

#21ROGCO, LPActive

Notable overlap · 3 shared positions

$IAU $AEP $PEP

$327M

224 positions

#22JSF Financial, LLCActive

Notable overlap · 3 shared positions

$IAU $MO $CNP

$632M

142 positions

#23Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $VZ $CVS

$326M

194 positions

#24TENET WEALTH PARTNERS, LLCActive

Notable overlap · 4 shared positions

$IAU $PM $MO $PEP

$134M

101 positions

#25PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$IAU $DOV $NVS

$2.8B

186 positions

Compare Shah 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 Shah 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.