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 TWIN PEAKS WEALTH ADVISORS

13F Portfolio OverlapQ2 2026TWIN PEAKS WEALTH ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

TWIN PEAKS WEALTH ADVISORS, LLC is an institutional investor managing $442M across 226 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 TWIN PEAKS WEALTH ADVISORS are PATTON FUND, China Universal Asset , Ltd., Madson Wealth Advisors, with shared positions in $KLAC, $IAU, $TXN, $SNDK, $CRWD, $ASML. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$KLAC $IAU $TXN $SNDK $CRWD

$462M

86 positions

#2China Universal Asset Management Co., Ltd.Passive

Some overlap · 5 shared positions

$KLAC $IAU $TXN $ASML $SNDK

$1.7B

513 positions

#3Madson Wealth Advisors IncActive

Some overlap · 4 shared positions

$KLAC $IAU $TXN $ASML

$147M

97 positions

#4PROFUND ADVISORS LLCPassive

Some overlap · 5 shared positions

$KLAC $TXN $SNDK $CRWD $ASML

$3.6B

1,175 positions

#5Invesco Ltd.Passive

Some overlap · 5 shared positions

$KLAC $TXN $ASML $SNDK $CRWD

$1.3T

3,819 positions

#6Outlook Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$IAU $TXN $KLAC $ASML $SNDK

$463M

305 positions

#7BALDWIN WEALTH PARTNERS LLC/MAPassive

Some overlap · 4 shared positions

$KLAC $IAU $MCK $ASML

$1.5B

234 positions

#8Harvest Fund Management Co., LtdActive

Some overlap · 4 shared positions

$KLAC $TXN $IAU $ASML

$3.0B

455 positions

#9Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$KLAC $IAU $TXN

$409M

214 positions

#10SEEDS INVESTOR LLCPassive

Slight overlap · 4 shared positions

$KLAC $IAU $ASML $SNDK

$973M

379 positions

#11Alaethes Wealth, LLCPassive

Slight overlap · 4 shared positions

$KLAC $IAU $ASML $CRWD

$345M

111 positions

#12Faithward Advisors, LLCPassive

Slight overlap · 4 shared positions

$KLAC $IAU $ASML $CRWD

$819M

339 positions

#13Walter Public Investments Inc.Passive

Slight overlap · 4 shared positions

$KLAC $TXN $MCK $ASML

$416M

53 positions

#14Mirae Asset Global Investments Co., Ltd.Active

Slight overlap · 4 shared positions

$KLAC $TXN $ASML $SNDK

$67.7B

1,670 positions

#15GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 5 shared positions

$KLAC $TXN $ASML $SNDK $CRWD

$8.3B

587 positions

#16Western Financial Corp/CAActive

Slight overlap · 4 shared positions

$KLAC $TXN $ASML $CRWD

$341M

132 positions

#17Argos Wealth Advisors, LLCActive

Slight overlap · 4 shared positions

$KLAC $IAU $ASML $CRWD

$378M

224 positions

#18Alight Capital Management LPPassive

Slight overlap · 4 shared positions

$KLAC $TXN $ASML $SNDK

$712M

83 positions

#19D L CARLSON INVESTMENT GROUP INCActive

Slight overlap · 4 shared positions

$IAU $TXN $MCK $SNDK

$628M

133 positions

#20ABSOLUTE CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$KLAC $TXN $ASML $IAU

$401M

162 positions

#21NEOS Investment Management LLCActive

Slight overlap · 4 shared positions

$KLAC $TXN $SNDK $CRWD

$27.1B

578 positions

#22Hilltop National BankPassive

Slight overlap · 3 shared positions

$KLAC $IAU $TXN

$468M

805 positions

#23TSA Wealth Managment LLCActive

Slight overlap · 3 shared positions

$KLAC $IAU $TXN

$354M

119 positions

#24BXM Wealth LLCPassive

Slight overlap · 3 shared positions

$KLAC $TXN $IAU

$184M

163 positions

#25BECK CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$IAU $MCK $ASML $SNDK $CRWD

$543M

140 positions

Compare TWIN PEAKS 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 TWIN PEAKS 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.