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Hedge Funds Similar to Belpointe Asset

13F Portfolio OverlapQ1 2026Belpointe Asset portfolio →
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Most similar hedge funds by 13F overlap

Belpointe Asset Management LLC is an institutional investor managing $2.7B across 1,066 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 Belpointe Asset are Lauer Wealth,, XY Planning Network,, Transcendent Group, with shared positions in $WT, $USB, $PLTR, $MSTR, $COP, $MAR. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Some overlap · 6 shared positions
$WT$USB$PLTR$MSTR$COP$MAR
$126M
67 positions
#2XY Planning Network, Inc.Passive
Some overlap · 5 shared positions
$WT$USB$LEN$DOV$COP
$626M
273 positions
#3Transcendent Capital Group LLCPassive
Some overlap · 5 shared positions
$WT$USB$PLTR$COP$BMY
$219M
112 positions
#4Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$WT$USB$COP$MAR$TMO
$153M
344 positions
#5Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$WT$USB$COP$MAR$NEE
$451M
146 positions
#6CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WT$USB$MAR$TMO$NEE
$309M
132 positions
#7REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WT$USB$GE$TMO
$697M
218 positions
#8Yoder Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$WT$USB$PLTR$MAR
$219M
124 positions
#9IAM Advisory, LLCActive
Some overlap · 4 shared positions
$WT$USB$PLTR$BMY
$446M
95 positions
#10Systelligence, LLCPassive
Some overlap · 4 shared positions
$WT$USB$DOV$MAR
$514M
56 positions
#11Ausdal Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$WT$LEN$PLTR$MAR$TMO
$2.3B
985 positions
#12LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$WT$LEN$DOV$MAR$PLTR
$595M
360 positions
#13Napier Financial, LLCPassive
Some overlap · 4 shared positions
$WT$USB$COP$TMO
$436M
609 positions
#14BIP Wealth, LLCActive
Some overlap · 4 shared positions
$WT$USB$DOV$COP
$2.5B
453 positions
#15Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$WT$USB$COP$LEN
$99M
59 positions
#16Causey Wealth LLCPassive
Some overlap · 4 shared positions
$WT$USB$COP$BMY
$236M
81 positions
#17CONNABLE OFFICE INCActive
Some overlap · 6 shared positions
$WT$LEN$COP$NEE$MAR$TMO
$1.0B
224 positions
#18CRA Financial Services, LLCPassive
Some overlap · 4 shared positions
$WT$USB$LEN$NEE
$770M
296 positions
#19Good Harbor Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$GE$COP$NEE$BMY
$92M
82 positions
#20Anfield Capital Management, LLCPassive
Some overlap · 4 shared positions
$WT$GE$USB$PLTR
$363M
715 positions
#21Main Street Financial Solutions, LLC
Some overlap · 4 shared positions
$WT$USB$PLTR$MAR
$1.3B
560 positions
#22JT Stratford LLCPassive
Some overlap · 3 shared positions
$WT$USB$PLTR
$786M
297 positions
#23GFS Advisors, LLCPassive
Some overlap · 3 shared positions
$WT$USB$PLTR
$785M
159 positions
#24Farrell Financial LLCPassive
Some overlap · 4 shared positions
$WT$USB$COP$MAR
$167M
76 positions
#25BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$WT$USB$COP$NEE
$199M
110 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.