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Hedge Funds Similar to Wealthcare Advisory Partners

13F Portfolio OverlapQ2 2026Wealthcare Advisory Partners portfolio →
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Most similar hedge funds by 13F overlap

Wealthcare Advisory Partners LLC is an institutional investor managing $5.3B across 1,084 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 Wealthcare Advisory Partners are Sankala Group, Discipline Wealth Solutions, HENGEHOLD, with shared positions in $PHYS, $GLDM, $SLV, $LOW, $UPS, $TFC. The full ranking of 25 similar funds is below.

#1Sankala Group LLC
Slight overlap · 3 shared positions
$PHYS$GLDM$SLV
$118M
555 positions
#2Discipline Wealth Solutions, LLCActive
Slight overlap · 4 shared positions
$PHYS$SLV$LOW$UPS
$1.1B
197 positions
#3HENGEHOLD CAPITAL MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$PHYS$TFC$UPS$LMT
$1.3B
229 positions
#4Alpha Financial Partners, LLCActive
Slight overlap · 3 shared positions
$GLDM$PHYS$SLV
$190M
118 positions
#5MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$PHYS$GLDM$LMT
$162M
106 positions
#6SpringVest Wealth Management LLCActive
Slight overlap · 3 shared positions
$PHYS$ALAB$SLV
$159M
74 positions
#7Gradient Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$GLDM$SLV$LMT$AMGN
$432M
179 positions
#8Copia Wealth Management
Slight overlap · 4 shared positions
$GLDM$SLV$UPS$AMGN
$166M
570 positions
#9QUANTUM FINANCIAL PARTNERS LLCPassive
Slight overlap · 3 shared positions
$PHYS$SLV$VRT
$196M
153 positions
#10Walser Wealth Management Company, A Ltd Liability CoPassive
Slight overlap · 3 shared positions
$PHYS$SLV$VRT
$241M
215 positions
#11Hilton Head Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$TFC$VRT$LMT$AMGN$GLW
$198M
912 positions
#12MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 3 shared positions
$GLDM$PHYS$GLW
$2.2B
633 positions
#13NTV ASSET MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$SLV$TFC$VRT$AMGN
$1.0B
317 positions
#14MRA Advisory GroupPassive
Slight overlap · 4 shared positions
$ALAB$PDI$VRT$AMGN
$276M
159 positions
#15COURIER CAPITAL LLCActive
Slight overlap · 4 shared positions
$GLDM$LOW$LMT$GLW
$2.0B
399 positions
#16Bulwark Capital CorpActive
Slight overlap · 3 shared positions
$PHYS$GLDM$SLV
$178M
105 positions
#17GREAT VALLEY ADVISOR GROUP, INC.Passive
Slight overlap · 3 shared positions
$GLDM$SLV$VRT
$6.3B
1,055 positions
#18Ironwood Investment Counsel, LLCPassive
Slight overlap · 5 shared positions
$LOW$UPS$LMT$AMGN$GLW
$762M
267 positions
#19RM Financial Services, LLCPassive
Slight overlap · 3 shared positions
$GLDM$SLV$UPS
$135M
79 positions
#20Meixler Investment Management, Ltd.Passive
Slight overlap · 3 shared positions
$PHYS$LOW$LMT
$181M
90 positions
#21PALLADIEM, LLCActive
Slight overlap · 3 shared positions
$GLDM$SLV$GLW
$103M
136 positions
#22Kera Capital Partners, Inc.Passive
Slight overlap · 3 shared positions
$PHYS$VRT$GLW
$1.0B
634 positions
#23O'Brien Greene & Co. IncPassive
Slight overlap · 3 shared positions
$PHYS$AMGN$GLW
$362M
141 positions
#24Capital Investment Advisory Services, LLCPassive
Slight overlap · 4 shared positions
$TFC$PDI$LOW$UPS
$1.6B
1,301 positions
#25TCM Advisors, LLCSmart money
Slight overlap · 4 shared positions
$SLV$LOW$UPS$LMT
$1.3B
67 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.