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Hedge Funds Similar to Well Done

13F Portfolio OverlapQ2 2026Well Done portfolio →
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Most similar hedge funds by 13F overlap

Well Done, LLC is an institutional investor managing $743M across 202 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 Well Done are Miller Financial Services, MAIMON WEALTH LTD., Private Harbour Investment & Counsel, with shared positions in $SOFI, $CL, $SLV, $ABT, $SYK, $ETN. The full ranking of 25 similar funds is below.

#1Miller Financial Services LLCPassive
Some overlap · 6 shared positions
$SOFI$CL$SLV$ABT$SYK$ETN
$124M
142 positions
#2MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 6 shared positions
$IAU$DOV$CL$SYK$DE$MCD
$130M
80 positions
#3Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 5 shared positions
$IAU$ABT$SLV$SYK$ETN
$84M
36 positions
#4Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$IAU$DOV$SLV$MCD$WTFC
$437M
707 positions
#5North Forty Two & Co.Passive
Some overlap · 5 shared positions
$IAU$SLV$ABT$SYK$WFC
$118M
104 positions
#6Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$SLV$DE
$1.1B
197 positions
#7Wealth Watch Advisors, INCActive
Some overlap · 5 shared positions
$IAU$SLV$BITB$SYK$MCD
$309M
142 positions
#8WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 6 shared positions
$IAU$SLV$SOFI$DE$MCD$WFC
$317M
129 positions
#9Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$ABT$SYK$ETN
$2.8B
151 positions
#10Copia Wealth Management
Some overlap · 4 shared positions
$IAU$DOV$SLV$DE
$166M
570 positions
#11OKABENA INVESTMENT SERVICES INCPassive
Some overlap · 3 shared positions
$IAU$DOV$ABT
$560M
145 positions
#12WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GNTX$ETN$HBAN
$455M
298 positions
#13Swisher Financial Concepts, Inc.Active
Some overlap · 4 shared positions
$ABT$IAU$SLV$HBAN
$159M
107 positions
#14Cranbrook Wealth Management, LLCActive
Some overlap · 5 shared positions
$IAU$ABT$SYK$DE$MRVL
$534M
406 positions
#15Ackerman Capital Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$ABT$MCD
$497M
120 positions
#16Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$ABT$MCD
$252M
108 positions
#17Ameliora Wealth Management Ltd.Passive
Some overlap · 4 shared positions
$DOV$SOFI$SLV$IAU
$337M
229 positions
#18Red Mountain Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$SLV$DOV$SYK$DE$MCD
$119M
82 positions
#19Five Pine Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$177M
51 positions
#20Proficio Capital Partners LLC
Some overlap · 3 shared positions
$IAU$DOV$SLV
$2.8B
691 positions
#21FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$1.8B
360 positions
#22Independent Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$DOV$SLV
$111M
77 positions
#23Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$ABT$DOV$SLV$WFC
$222M
152 positions
#24Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$IAU$DOV$SYK$MCD
$406M
308 positions
#25CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$SLV$DOV$MRVL
$130M
55 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.