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 Tulsa Wealth Advisors

13F Portfolio OverlapQ2 2026Tulsa Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Tulsa Wealth Advisors, INC is an institutional investor managing $710M across 166 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 Tulsa Wealth Advisors are Scissortail Wealth, Phoenix Wealth Advisors, Keyes, Stange & Wooten Wealth, with shared positions in $ETN, $MSI, $MPC, $ADI, $CB, $JCI. The full ranking of 25 similar funds is below.

#1Scissortail Wealth Management, LLCPassive

Substantial overlap · 17 shared positions

$ETN $MSI $MPC $ADI $CB $JCI

$520M

106 positions

#2Phoenix Wealth AdvisorsActive

Substantial overlap · 16 shared positions

$ETN $MPC $ADI $MSI $CB $JCI

$297M

129 positions

#3Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 15 shared positions

$ETN $MPC $MSI $ADI $CB $JCI

$251M

74 positions

#4HARRELL INVESTMENT PARTNERS, LLCPassive

Substantial overlap · 17 shared positions

$ETN $MSI $ADI $MPC $JCI $CB

$461M

144 positions

#5Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 17 shared positions

$ETN $ADI $MPC $CB $MSI $JCI

$378M

205 positions

#6Winthrop Partners - WNY, LLCPassive

Substantial overlap · 14 shared positions

$ETN $MSI $MPC $ADI $CB $JCI

$202M

87 positions

#7Clear Trail Advisors, LLCPassive

Substantial overlap · 14 shared positions

$ETN $MPC $MSI $ADI $CB $DRI

$655M

161 positions

#8CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 15 shared positions

$MPC $ADI $JCI $ETN $CB $DRI

$1.0B

300 positions

#9CrossGen Wealth, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $MSI $CB $JCI $CME

$129M

214 positions

#10TMB Capital Partners, LLCPassive

Notable overlap · 14 shared positions

$ADI $ETN $MSI $MPC $JCI $CB

$321M

177 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 12 shared positions

$ETN $MPC $CB $JCI $CME $CMI

$215M

59 positions

#12LightSquare Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $CB $VZ $DRI

$145M

104 positions

#13Invera Wealth Advisors, LLCPassive

Notable overlap · 11 shared positions

$JCI $CMI $ETN $MPC $TT $CB

$186M

132 positions

#14Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

$ETN $MSI $CB $JCI $CME $UNP

$1.2B

954 positions

#15CULLEN INVESTMENT GROUP, LTD.Active

Notable overlap · 8 shared positions

$ETN $ADI $JCI $CMI $O $TT

$827M

181 positions

#16Banco de Sabadell, S.APassive

Notable overlap · 7 shared positions

$ETN $ADI $APD $CME $UNP $NEE

$170M

61 positions

#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 4 shared positions

$ETN $MSI $ADI $WFC

$1.3B

99 positions

#18Harbour Wealth Management Group, Inc.Active

Notable overlap · 10 shared positions

$ETN $MSI $TT $MPC $APD $ADI

$148M

89 positions

#19Aspire Growth Partners LLCPassive

Notable overlap · 8 shared positions

$MPC $ETN $ADI $TT $MSI $APD

$172M

128 positions

#20Perkins Coie Trust CoPassive

Some overlap · 5 shared positions

$ETN $CB $UNP $O $WFC

$603M

260 positions

#21Fruth Investment ManagementPassive

Some overlap · 7 shared positions

$ETN $APD $MPC $ADI $UNP $TT

$421M

225 positions

#22SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 10 shared positions

$ADI $MSI $ETN $MPC $CME $TT

$222M

100 positions

#23Minot DeBlois Advisors LLCPassive

Some overlap · 6 shared positions

$ADI $CB $VZ $UNP $NEE $TJX

$116M

240 positions

#24RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$ETN $ADI $MSI $NEE $TJX

$1.1B

90 positions

#25WealthShield Partners, LLCPassive

Some overlap · 7 shared positions

$JCI $ETN $CMI $CB $TT $CME

$654M

379 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.