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 Wiser Advisor Group

13F Portfolio OverlapQ2 2026Wiser Advisor Group portfolio →

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Most similar hedge funds by 13F overlap

Wiser Advisor Group LLC is an institutional investor managing $91M across 229 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 Wiser Advisor Group are VIRGINIA WEALTH GROUP, FIRST FINANCIAL BANKSHARES, InvesTrust, with shared positions in $MCD, $BX, $ABT, $LOW, $AMT, $NUE. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 4 shared positions

$MCD $BX $ABT $LOW

$201M

57 positions

#2FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 3 shared positions

$MCD $BX $AMT

$5.3B

210 positions

#3InvesTrustPassive

Some overlap · 3 shared positions

$MCD $NUE $AXP

$260M

95 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 3 shared positions

$MCD $PLD $ABT

$513M

70 positions

#5CINCINNATI FINANCIAL CORPActive

Some overlap · 5 shared positions

$MCD $PLD $TMO $ABT $AMT

$5.2B

56 positions

#6Gross & Hartman Investments LLCActive

Some overlap · 4 shared positions

$BX $PLD $WELL $AMT

$226M

80 positions

#7BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$NUE $MCD $WM $ABT $LOW

$2.5B

270 positions

#8SWP Investment Management LLCPassive

Some overlap · 3 shared positions

$BX $PLD $AXP

$145M

43 positions

#9Koa Wealth Management, LLCActive

Some overlap · 6 shared positions

$BX $PLD $WM $TMO $AMT $LOW

$147M

54 positions

#10Hook Mill Capital Partners, LPActive

Some overlap · 3 shared positions

$MCD $RCL $LOW

$1.1B

37 positions

#11ARBOR CAPITAL MANAGEMENT INC /ADVPassive

Some overlap · 6 shared positions

$PLD $MCD $WELL $TMO $AXP $AMT

$102M

87 positions

#12First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 4 shared positions

$MCD $BX $WM $LOW

$529M

75 positions

#13Asset Planning,IncPassive

Some overlap · 5 shared positions

$MCD $RCL $WELL $ALL $WM

$154M

334 positions

#14Sentinel Dome Partners, LLCActive

Some overlap · 3 shared positions

$BX $RCL $LOW

$137M

32 positions

#15Evelyn Partners Investment Management (Europe) Ltd

Some overlap · 3 shared positions

$MCD $BX $TMO

$291M

187 positions

#16Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 3 shared positions

$MCD $BX $WM

$327M

94 positions

#17Partners Group Holding AGActive

Some overlap · 5 shared positions

$BX $TRP $WM $XPO $AMT

$1.5B

52 positions

#18Cohen Investment Advisors LLCPassive

Some overlap · 3 shared positions

$BX $MCD $TMO

$223M

81 positions

#19Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$BX $MCD $WELL

$149M

636 positions

#20LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$MCD $PLD $WM $AMT

$1.0B

154 positions

#21FARMERS TRUST CO

Some overlap · 3 shared positions

$MCD $NUE $STT

$637M

203 positions

#22Masterton Capital Management, LPActive

Some overlap · 3 shared positions

$PLD $MCD $LOW

$118M

24 positions

#23CAMDEN NATIONAL BANKPassive

Some overlap · 3 shared positions

$MCD $PLD $TMO

$767M

184 positions

#24BURLING WEALTH PARTNERS, LLCPassive

Some overlap · 4 shared positions

$BX $PLD $WM $ABT

$683M

180 positions

#25BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive

Some overlap · 3 shared positions

$NUE $MCD $ALL

$404M

99 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.