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Hedge Funds Similar to Selective Wealth ,

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

Selective Wealth Management, Inc. is an institutional investor managing $338M across 120 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 Selective Wealth , are CEERA INVESTMENTS,, Rare Wolf, XY Planning Network,, with shared positions in $WT, $CRM, $DOCU, $VEEV, $GTLB, $NOW. The full ranking of 25 similar funds is below.

#1CEERA INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$WT$CRM$DOCU$VEEV$GTLB
$228M
93 positions
#2Rare Wolf Capital LLCPassive
Some overlap · 4 shared positions
$WT$VEEV$CRM$NOW
$154M
127 positions
#3XY Planning Network, Inc.Passive
Some overlap · 4 shared positions
$WT$BRZE$OKTA$AMN
$626M
273 positions
#4Wingate Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$WT$BRZE$NOW$MAR
$187M
121 positions
#5Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 5 shared positions
$WT$BRZE$MAR$NOW$IBM
$589M
138 positions
#6THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$WT$BRZE$MAR$UNIT
$285M
94 positions
#7SYKON CAPITAL LLCActive
Some overlap · 4 shared positions
$WT$BRZE$DIA$MAR
$300M
88 positions
#8Value Investment Professionals, LLCPassive
Some overlap · 3 shared positions
$WT$BRZE$DIA
$89M
81 positions
#9Winter & Associates, Inc.Passive
Some overlap · 3 shared positions
$WT$BRZE$IBM
$114M
84 positions
#10Davidson Kahn Capital Management, LLCActive
Some overlap · 3 shared positions
$WT$BRZE$AMN
$188M
62 positions
#11M Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$BRZE$AMN
$119M
55 positions
#12Virtus Family Office LLCPassive
Some overlap · 3 shared positions
$WT$VEEV$OKTA
$117M
73 positions
#13Professional Financial Advisors, LLCActive
Some overlap · 3 shared positions
$WT$BRZE$OKTA
$491M
137 positions
#14RESOLUTE CAPITAL, LLCActive
Some overlap · 3 shared positions
$WT$BRZE$MAR
$247M
57 positions
#15CLG LLCActive
Some overlap · 4 shared positions
$WT$CRM$IBM$INTC
$403M
134 positions
#16Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$INTC$CRM$DOCU
$155M
72 positions
#17Elmwood Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$WT$OKTA$CRM$DIA
$362M
178 positions
#18Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$WT$BRZE$AMN$UNIT
$150M
134 positions
#19Sphera Management Technology Funds LtdActive
Some overlap · 4 shared positions
$TWLO$INTC$NOW$AMAT
$178M
55 positions
#20Clarity Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BRZE$CRM$DIA$INTC$AMAT
$486M
108 positions
#21Oxinas Partners Wealth Management LLCPassive
Some overlap · 4 shared positions
$WT$OKTA$MAR$DIA
$219M
145 positions
#22Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$WT$INTC$IBM
$139M
52 positions
#23Occidental Asset Management, LLCPassive
Some overlap · 3 shared positions
$WT$OKTA$CRM
$844M
284 positions
#24ATLas Financial Planning LLCActive
Some overlap · 4 shared positions
$BRZE$WT$MAR$AMN
$112M
69 positions
#25Financially in Tune, LLCActive
Some overlap · 5 shared positions
$WT$NOW$OKTA$IBM$UNIT
$116M
77 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.