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 Wealth Intelligence

13F Portfolio OverlapQ2 2026Wealth Intelligence portfolio →

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Most similar hedge funds by 13F overlap

Wealth Intelligence, LLC is an institutional investor managing $215M across 59 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 Wealth Intelligence are Ironsides Asset Advisors, Keyes, Stange & Wooten Wealth, Phoenix Wealth Advisors, with shared positions in $LOW, $SO, $UPS, $ETN, $MPC, $JCI. The full ranking of 25 similar funds is below.

#1Ironsides Asset Advisors, LLCActive

Substantial overlap · 3 shared positions

$LOW $SO $UPS

$427M

83 positions

#2Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$251M

74 positions

#3Phoenix Wealth AdvisorsActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$297M

129 positions

#4Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 12 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$378M

205 positions

#5Tulsa Wealth Advisors, INCActive

Notable overlap · 12 shared positions

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

$710M

166 positions

#6Winthrop Partners - WNY, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$202M

87 positions

#7Scissortail Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$520M

106 positions

#8HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 12 shared positions

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

$461M

144 positions

#9CrossGen Wealth, LLCPassive

Notable overlap · 9 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$129M

214 positions

#10Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $CB $JCI $CME $VZ

$655M

161 positions

#11CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 11 shared positions

$MPC $JCI $ETN $CB $UNP $CMI

$1.0B

300 positions

#12TMB Capital Partners, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $LOW $CB $CMI

$321M

177 positions

#13All Terrain Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$LOW $UNP $SO

$615M

157 positions

#14BUSH INVESTMENT GROUP, LLC

Notable overlap · 3 shared positions

$LOW $SO $AFL

$183M

38 positions

#15LightSquare Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$ETN $MPC $JCI $VZ $CB $ADI

$145M

104 positions

#16Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

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

$1.2B

954 positions

#17Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$JCI $CMI $ETN $MPC $CB $UNP

$186M

132 positions

#18GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 6 shared positions

$MPC $LOW $CVS $AFL $UPS $SO

$906M

153 positions

#19First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 4 shared positions

$LOW $UNP $SO $LMT

$529M

75 positions

#20DB Fitzpatrick & Co, IncActive

Notable overlap · 6 shared positions

$ETN $CB $AFL $CMI $LMT $APD

$124M

100 positions

#21Maj Invest Holding A/SActive

Notable overlap · 5 shared positions

$LOW $UNP $AFL $UPS $LMT

$2.2B

40 positions

#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$UNP $CME $SO $CMI $VZ $LMT

$233M

122 positions

#23Aurdan Capital Management, LLCActive

Notable overlap · 4 shared positions

$LOW $AFL $CVS $APD

$394M

99 positions

#24Eley Financial Management, IncPassive

Notable overlap · 4 shared positions

$LOW $UNP $CMI $VZ

$309M

72 positions

#25Aspire Growth Partners LLCPassive

Notable overlap · 8 shared positions

$MPC $ETN $ADI $MSI $LMT $APD

$172M

128 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.