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Hedge Funds Similar to Almanack Investment Partners,

13F Portfolio OverlapQ1 2026Almanack Investment Partners, portfolio →
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Most similar hedge funds by 13F overlap

Almanack Investment Partners, LLC. is an institutional investor managing $592M across 177 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 Almanack Investment Partners, are Global View, WT Wealth, FULCRUM WEALTH ADVISORS,, with shared positions in $SGOL, $WT, $SIVR, $VZ, $PLTR, $GSAT. The full ranking of 25 similar funds is below.

#1Global View Capital Management LLCActive
Notable overlap · 5 shared positions
$SGOL$WT$SIVR$VZ$PLTR
$377M
140 positions
#2WT Wealth ManagementPassive
Notable overlap · 6 shared positions
$SGOL$WT$GSAT$SIVR$JHG$SCHW
$336M
138 positions
#3FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$SGOL$WT$JHG
$121M
72 positions
#4Encompass More Asset ManagementPassive
Notable overlap · 4 shared positions
$WT$SGOL$SIVR$PLTR
$597M
251 positions
#5MRWM Advisors, LLCActive
Notable overlap · 4 shared positions
$SGOL$BRZE$SCHW$WT
$184M
74 positions
#6TERRIL BROTHERS, INC.Active
Notable overlap · 3 shared positions
$VZ$EPD$PLTR
$366M
75 positions
#7Arta Finance Wealth Management LLCPassive
Notable overlap · 6 shared positions
$WT$SGOL$SIVR$GSAT$PLTR$AMD
$202M
95 positions
#8Metis Global Partners, LLCActive
Notable overlap · 3 shared positions
$SGOL$PLTR$AMD
$4.1B
724 positions
#9Inspire Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$SGOL$JHG
$1.2B
663 positions
#10Stonebridge Financial Group, LLCPassive
Notable overlap · 3 shared positions
$WT$SGOL$JHG
$1.2B
262 positions
#11Haven Private, LLCPassive
Notable overlap · 6 shared positions
$WT$VZ$AMN$PLTR$GBTC$FBTC
$230M
166 positions
#12THEORY FINANCIAL LLCPassive
Notable overlap · 5 shared positions
$WT$HSBC$BRZE$HSY$BTC
$285M
94 positions
#13Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$WT$HSBC$JHG
$415M
51 positions
#14Consolidated Planning CorpActive
Some overlap · 3 shared positions
$WT$VZ$__PARK_1390777
$617M
144 positions
#15BCM ADVISORS, LLCActive
Some overlap · 4 shared positions
$WT$SGOL$EPD$AMD
$507M
78 positions
#16M Wealth Management, LLCActive
Some overlap · 6 shared positions
$WT$AMN$BRZE$JHG$PLTR$AMD
$119M
55 positions
#17IAM Advisory, LLCActive
Some overlap · 5 shared positions
$WT$GSAT$AMN$PLTR$AMD
$446M
95 positions
#18Cypress Capital, LLCActive
Some overlap · 4 shared positions
$SGOL$WT$BRZE$SCHW
$351M
95 positions
#19Towneley Capital Management, Inc / DESmart money
Some overlap · 4 shared positions
$SGOL$AMN$BRZE$JHG
$478M
42 positions
#20Exit Wealth Advisors, LLC.Active
Some overlap · 5 shared positions
$WT$BRZE$JHG$GBTC$BTC
$195M
131 positions
#21SimpliFi, Inc.Smart money
Some overlap · 3 shared positions
$WT$VZ$BRZE
$238M
43 positions
#22ShoreHaven Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$WT$JHG$VZ$FBTC$BTC
$278M
103 positions
#23Alpine Bank Wealth ManagementActive
Some overlap · 5 shared positions
$WT$SIVR$SGOL$SCHW$JHG
$688M
161 positions
#24Cascade Financial Partners, LLCActive
Some overlap · 5 shared positions
$WT$AMN$SCHW$HSY$__PARK_1390777
$970M
263 positions
#25Clearwater Capital Advisors, LLCActive
Some overlap · 5 shared positions
$WT$GSAT$JHG$PLTR$GBTC
$1.2B
177 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.