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 WealthCollab

13F Portfolio OverlapQ2 2026WealthCollab portfolio →

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Most similar hedge funds by 13F overlap

WealthCollab, LLC is an institutional investor managing $276M across 969 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 WealthCollab are Elevated Financial Group, CLOUGH PARTNERS L P, Eddie Patel, with shared positions in $SSRM, $CLS, $IAU, $CRM, $AXP, $BA. The full ranking of 25 similar funds is below.

#1Elevated Financial Group LLCActive

Some overlap · 5 shared positions

$SSRM $CLS $IAU $CRM $AXP

$357M

117 positions

#2CLOUGH CAPITAL PARTNERS L PPassive

Slight overlap · 4 shared positions

$CLS $SSRM $BA $ASML

$1.2B

102 positions

#3Eddie Patel IncPassive

Slight overlap · 3 shared positions

$SSRM $CLS $UBER

$167M

127 positions

#4Compass Wealth Management, LLC/GAActive

Slight overlap · 4 shared positions

$CLS $IAU $BA $PEP

$251M

74 positions

#5DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive

Slight overlap · 5 shared positions

$SNAP $BA $ASML $UBER $EA

$8.4B

241 positions

#6REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Slight overlap · 5 shared positions

$IAU $BA $ASML $UBER $PEP

$769M

225 positions

#7Dilation Capital Management LPActive

Slight overlap · 4 shared positions

$CLS $BA $ASML $ASX

$200M

22 positions

#8Sender Co & Partners, Inc.Passive

Slight overlap · 4 shared positions

$BA $CLS $CRM $UBER

$345M

120 positions

#9Westover Capital Advisors, LLCPassive

Slight overlap · 3 shared positions

$CLS $IAU $ASML

$616M

244 positions

#10Strategic Wealth Investment Group, LLCPassive

Slight overlap · 5 shared positions

$BA $CRM $UBER $AXP $PEP

$825M

104 positions

#11Wisconsin Wealth Advisors, LLCPassive

Slight overlap · 5 shared positions

$BA $CRM $UBER $AXP $ADBE

$119M

84 positions

#12Mengis Capital Management, Inc.Passive

Slight overlap · 4 shared positions

$IAU $BA $ASML $PEP

$673M

215 positions

#13Darden Wealth Group IncPassive

Slight overlap · 3 shared positions

$CLS $BA $ASML

$252M

155 positions

#14BDFS Capital LLCActive

Slight overlap · 4 shared positions

$IAU $BA $ASML $ADBE

$203M

117 positions

#15Ally Financial Inc.Active

Slight overlap · 5 shared positions

$BA $CRM $UBER $PEP $ADBE

$775M

131 positions

#16Rockingstone Advisors LLCPassive

Slight overlap · 3 shared positions

$CLS $BA $UBER

$249M

112 positions

#17MATTERS CAPITAL LLCPassive

Slight overlap · 4 shared positions

$CLS $CRM $ASML $UBER

$143M

75 positions

#18Everest Financial Group LLCPassive

Slight overlap · 4 shared positions

$IAU $CRM $ASML $UBER

$738M

208 positions

#19ONE WEALTH CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$IAU $BA $CRM

$267M

123 positions

#20Investment Research & Advisory Group, Inc.Active

Slight overlap · 4 shared positions

$BA $CRM $ASML $UBER

$337M

333 positions

#21GUERRA PAN ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$BA $CRM $ASML $UBER

$176M

113 positions

#22Regency Capital Management Inc.\DEPassive

Slight overlap · 4 shared positions

$IAU $CLS $ASML $ADBE

$251M

64 positions

#23Bulltick Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$IAU $CRM $UBER $ASML

$490M

134 positions

#24Cadent Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$CLS $ASML $AXP $PEP

$466M

186 positions

#25JMN Financial LLCPassive

Slight overlap · 4 shared positions

$CLS $ASML $ASX $BBVA

$129M

229 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.