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Hedge Funds Similar to Paulson Wealth

13F Portfolio OverlapQ1 2026Paulson Wealth portfolio →
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Most similar hedge funds by 13F overlap

Paulson Wealth Management Inc. is an institutional investor managing $427M across 137 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 Paulson Wealth are BLUELINE ADVISORS, W.H. Cornerstone Investments, Shotwell Rutter Baer, with shared positions in $COP, $MDY, $NOW, $TXN, $DIA, $ZBRA. The full ranking of 25 similar funds is below.

#1BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$COP$MDY$NOW
$129M
217 positions
#2W.H. Cornerstone Investments Inc.Passive
Some overlap · 3 shared positions
$COP$TXN$DIA
$160M
129 positions
#3Shotwell Rutter Baer IncActive
Some overlap · 3 shared positions
$COP$TXN$NOW
$170M
38 positions
#4Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$COP$ZBRA$NOW
$958M
80 positions
#5Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$COP$MDY$TXN
$279M
141 positions
#6VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$COP$TXN$AMGN
$343M
111 positions
#7Resonant Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$COP$MDY$MCD$AMGN
$1.9B
495 positions
#8Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$COP$DIA$MCD
$806M
127 positions
#91834 INVESTMENT ADVISORS COPassive
Some overlap · 3 shared positions
$COP$TXN$LMT
$801M
206 positions
#10Beacon Financial Strategies CORPActive
Some overlap · 3 shared positions
$COP$TXN$MCD
$176M
177 positions
#11Asset Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$COP$MCD$AMGN$LMT
$199M
116 positions
#12Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$COP$MCD$NOW$UNH
$566M
28 positions
#13Rialto Wealth Management, LLCPassive
Some overlap · 3 shared positions
$COP$MDY$AMGN
$445M
1,730 positions
#14BCS Wealth ManagementPassive
Some overlap · 3 shared positions
$COP$TXN$ZBRA
$490M
248 positions
#15ARBOR TRUST WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$COP$MDY$MCD
$228M
90 positions
#16Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$COP$MDY$MCD
$160M
82 positions
#17CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$COP$LMT$MCD$UNH
$363M
102 positions
#18North Forty Two & Co.Passive
Some overlap · 3 shared positions
$COP$TXN$AMGN
$108M
97 positions
#19R.H. Investment Group, LLCPassive
Some overlap · 4 shared positions
$COP$MCD$AMGN$UNH
$130M
45 positions
#20J. Team Financial, Inc.Passive
Some overlap · 4 shared positions
$COP$TXN$MCD$LMT
$89M
84 positions
#21Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$COP$MCD$AMGN
$1.3B
129 positions
#22MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$COP$MCD$NOW
$10.0B
1,896 positions
#23FIRST NATIONAL BANK & TRUST CO OF NEWTOWNActive
Some overlap · 3 shared positions
$COP$MCD$LMT
$464M
142 positions
#24Powers Advisory Group, LLCActive
Some overlap · 3 shared positions
$COP$MCD$LMT
$284M
125 positions
#25Castleview Partners, LLCPassive
Some overlap · 3 shared positions
$COP$AMGN$UNH
$195M
200 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.