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 WEALTHSPAN PARTNERS

13F Portfolio OverlapQ2 2026WEALTHSPAN PARTNERS portfolio →

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Most similar hedge funds by 13F overlap

WEALTHSPAN PARTNERS, LLC is an institutional investor managing $317M across 129 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 WEALTHSPAN PARTNERS are Dynamic Financial Group, EQ WEALTH ADVISORS, CPA Asset, with shared positions in $DE, $IAU, $EFT, $CSX, $MCD, $NEE. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupSmart money

Substantial overlap · 3 shared positions

$DE $IAU $EFT

$132M

76 positions

#2EQ WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$IAU $CSX $MCD

$182M

57 positions

#3CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $MCD $NEE $DE

$347M

97 positions

#4MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 4 shared positions

$IAU $SLV $OKE $WFC

$1.4B

144 positions

#5Sage Investment Advisers LLCPassive

Notable overlap · 5 shared positions

$IAU $DE $CSX $MCD $SLV

$149M

98 positions

#6Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $WFC

$211M

62 positions

#7LifeWealth Investments, LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$374M

136 positions

#8RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $OKE

$218M

108 positions

#9Wealth Quarterback LLCActive

Notable overlap · 3 shared positions

$IAU $SLV $OKE

$324M

172 positions

#10Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $MCD $COP

$497M

120 positions

#11DWM Financial Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $CSX

$112M

40 positions

#12Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $COP $WFC

$637M

125 positions

#13Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $DE $COP

$181M

70 positions

#14Cushing Capital Partners, LLCPassive

Notable overlap · 4 shared positions

$IAU $SLV $MCD $NEE

$145M

99 positions

#15Midwest Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $DE $NEE

$246M

210 positions

#16Arkos Global AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $TRGP

$844M

124 positions

#17Signet Investment Advisory Group, Inc.Passive

Notable overlap · 5 shared positions

$IAU $CSX $MCD $COP $NEE

$227M

73 positions

#18WESCAP Management Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $SLV $EFT

$536M

107 positions

#19Skyline Advisors, Inc.Active

Notable overlap · 4 shared positions

$IAU $DE $NEE $WFC

$319M

123 positions

#20GenWealth Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $COP $MCD

$642M

89 positions

#21COTTONWOOD CAPITAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$DE $MCD $WFC

$166M

88 positions

#22CAPE ANN SAVINGS BANKActive

Notable overlap · 4 shared positions

$IAU $DE $MCD $NEE

$212M

113 positions

#23PARTNERS CAPITAL INVESTMENT GROUP, LLPActive

Notable overlap · 3 shared positions

$IAU $DE $HWM

$2.8B

186 positions

#24Interactive Financial AdvisorsActive

Notable overlap · 3 shared positions

$IAU $SLV $NEE

$164M

74 positions

#25Modus Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $MCD $NEE

$405M

118 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.