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Hedge Funds Similar to Hamilton ,

13F Portfolio OverlapQ1 2026Hamilton , portfolio →
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Most similar hedge funds by 13F overlap

Hamilton Capital, LLC is an institutional investor managing $1.9B across 152 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Hamilton , are COLUMBIA ADVISORY PARTNERS, TopTier Wealth ,, Gaddis Premier Wealth Advisors, with shared positions in $WT, $JHG, $VLTO, $COP, $MCD, $IAU. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive
Highly similar · 5 shared positions
$WT$JHG$VLTO$COP$MCD
$157M
92 positions
#2TopTier Wealth Management, LLCPassive
Highly similar · 3 shared positions
$WT$IAU$MS
$163M
795 positions
#3Gaddis Premier Wealth Advisors LLCPassive
Substantial overlap · 3 shared positions
$WT$JHG$COP
$136M
85 positions
#4Nvest Wealth Strategies, Inc.Active
Substantial overlap · 3 shared positions
$WT$MS$MCD
$143M
395 positions
#5ACT Advisors, LLC.Active
Substantial overlap · 4 shared positions
$WT$COP$MS$WMB
$235M
78 positions
#6Exit Wealth Advisors, LLC.Active
Substantial overlap · 3 shared positions
$WT$JHG$IAU
$195M
131 positions
#7tru Independence LLCPassive
Substantial overlap · 3 shared positions
$WT$JHG$MCD
$202M
102 positions
#8RVW Wealth, LLCActive
Substantial overlap · 3 shared positions
$WT$SOLV$MS
$1.3B
176 positions
#9Value Investment Professionals, LLCPassive
Substantial overlap · 3 shared positions
$WT$JHG$MCD
$89M
81 positions
#10Wealthcare Capital Partners, LLCActive
Substantial overlap · 3 shared positions
$WT$JHG$COP
$213M
153 positions
#11Sanchez Wealth Management GroupActive
Substantial overlap · 5 shared positions
$WT$JHG$IAU$SOLV$MS
$462M
53 positions
#12Clearwater Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$WT$JHG$COP$MCD
$1.2B
177 positions
#13BIP Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$JHG$COP
$2.5B
453 positions
#14Stenger Family Office, LLCPassive
Notable overlap · 3 shared positions
$WT$MS$MCD
$566M
117 positions
#15Systelligence, LLCPassive
Notable overlap · 3 shared positions
$WT$IAU$MS
$514M
56 positions
#16Legacy Financial Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$COP$MS
$715M
404 positions
#17Sharper & Granite LLCPassive
Notable overlap · 3 shared positions
$WT$IAU$COP
$293M
107 positions
#18Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$JHG$IAU
$150M
134 positions
#19Vertex Planning Partners, LLCActive
Notable overlap · 3 shared positions
$WT$JHG$SOLV
$515M
135 positions
#20truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$WT$COP$MS
$97M
49 positions
#21First Financial Group CorpActive
Notable overlap · 3 shared positions
$WT$JHG$IAU
$122M
80 positions
#22Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$WT$IAU$MS
$90M
65 positions
#23Alpine Bank Wealth ManagementActive
Notable overlap · 3 shared positions
$WT$JHG$MCD
$688M
161 positions
#24SYKON CAPITAL LLCActive
Notable overlap · 3 shared positions
$WT$JHG$MCD
$300M
88 positions
#25Vantage Point Financial LLCPassive
Notable overlap · 3 shared positions
$WT$IAU$MCD
$285M
176 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.