What hedge funds are most similar to Wealthcare Advisory Partners LLC?

The funds with the most similar 13F portfolios to Wealthcare Advisory Partners LLC are Wealthcare Partners,, UPTICK PARTNERS,, Aspire Advisors, based on overlapping conviction holdings in the latest SEC filings.

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 Wealthcare Advisory Partners

13F Portfolio OverlapQ1 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 Q1 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 Wealthcare Partners,, UPTICK PARTNERS,, Aspire Advisors, with shared positions in $WT, $KKR, $MKL, $HUM, $SE, $JHG. The full ranking of 25 similar funds is below.

#1Wealthcare Capital Partners, LLCActive

Notable overlap · 9 shared positions

$WT $KKR $MKL $HUM $SE $JHG

$213M

153 positions

#2UPTICK PARTNERS, LLCPassive

Some overlap · 6 shared positions

$WT $KKR $AMN $SNOW $HUM $GLDM

$502M

293 positions

#3Aspire Capital Advisors LLCActive

Some overlap · 6 shared positions

$WT $KKR $REGN $AMN $SNOW $SLV

$444M

122 positions

#4Catalyst Investment Management LLCPassive

Some overlap · 6 shared positions

$WT $KKR $SE $MKL $HUM $DHR

$90M

65 positions

#5Davidson Kahn Capital Management, LLCActive

Some overlap · 5 shared positions

$WT $KKR $REGN $AMN $MKL

$188M

62 positions

#6BEACON FINANCIAL GROUPPassive

Some overlap · 6 shared positions

$WT $KKR $SE $JHG $HUM $DUK

$1.0B

348 positions

#7Team Financial Group, LLCActive

Some overlap · 8 shared positions

$WT $REGN $AMN $SNOW $GLDM $OKE

$220M

273 positions

#8Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 5 shared positions

$WT $KKR $REGN $SE $JHG

$381M

163 positions

#9Onyx Bridge Wealth Group LLCPassive

Some overlap · 7 shared positions

$WT $REGN $KKR $HUM $OKE $AMN

$930M

373 positions

#10Eagle Strategies LLCPassive

Some overlap · 6 shared positions

$WT $KKR $SNOW $HUM $SE $SLV

$837M

258 positions

#11GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 7 shared positions

$WT $REGN $SNOW $JHG $HUM $GLDM

$5.5B

999 positions

#12Darrow Company, Inc.Active

Some overlap · 5 shared positions

$WT $KKR $SNOW $HUM $APP

$222M

56 positions

#13Gateway Wealth Partners, LLCPassive

Some overlap · 7 shared positions

$WT $KKR $AMN $SE $HUM $OKE

$2.6B

925 positions

#14Per Stirling Capital Management, LLC.Passive

Some overlap · 7 shared positions

$WT $REGN $JHG $HUM $SNOW $AGQ

$905M

310 positions

#15AlphaCore Capital LLCPassive

Some overlap · 7 shared positions

$WT $REGN $AMN $JHG $MKL $HUM

$4.2B

1,202 positions

#16Cascade Financial Partners, LLCActive

Some overlap · 6 shared positions

$WT $KKR $AMN $SE $HUM $AGQ

$970M

263 positions

#17Fermata Advisors, LLCPassive

Some overlap · 6 shared positions

$WT $REGN $MKL $JHG $OKE $GLDM

$444M

232 positions

#18Axis Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$WT $KKR $SNOW $HUM $APP

$188M

174 positions

#19Clear Creek Financial Management, LLCPassive

Some overlap · 6 shared positions

$WT $SE $REGN $JHG $HUM $AGQ

$1.3B

608 positions

#20MBA Advisors LLCPassive

Some overlap · 6 shared positions

$WT $SNOW $MKL $JHG $KKR $AGQ

$260M

146 positions

#21Provident Wealth Management, LLCActive

Some overlap · 6 shared positions

$WT $REGN $AMN $SNOW $AGQ $HUM

$331M

134 positions

#22Etesian Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$WT $KKR $AMN $SNOW

$313M

138 positions

#23Professional Financial Advisors, LLCActive

Some overlap · 6 shared positions

$WT $SNOW $SE $MKL $AGQ $SLV

$491M

137 positions

#24Barnes Wealth Management Group, IncPassive

Some overlap · 7 shared positions

$WT $SE $JHG $HUM $MKL $OKE

$197M

184 positions

#25Evanson Asset Management, LLCActive

Some overlap · 7 shared positions

$WT $KKR $PHYS $MKL $AMN $SLV

$1.9B

321 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.