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Hedge Funds Similar to Selective Wealth

13F Portfolio OverlapQ3 2026Selective Wealth portfolio →
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Most similar hedge funds by 13F overlap

Selective Wealth Management, Inc. is an institutional investor managing $430M across 148 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Selective Wealth are Nishkama, Encore Global, CEERA INVESTMENTS, with shared positions in $CRM, $OKTA, $NOW, $TWLO, $SNDK, $VEEV. The full ranking of 25 similar funds is below.

#1Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$CRM$OKTA$NOW$TWLO$SNDK
$3.2B
61 positions
#2Encore Global Management, LPPassive
Notable overlap · 3 shared positions
$CRM$OKTA$NOW
$102M
53 positions
#3CEERA INVESTMENTS, LLCPassive
Notable overlap · 5 shared positions
$VEEV$GTLB$CRM$DOCU$PYPL
$236M
101 positions
#4Paragon Capital Management LtdActive
Notable overlap · 3 shared positions
$OKTA$CRM$AMGN
$544M
207 positions
#51248 Management, LLCActive
Some overlap · 3 shared positions
$OKTA$CRM$AMGN
$256M
149 positions
#6Optimus Prime Fund Management Co., Ltd.Smart money
Some overlap · 3 shared positions
$OKTA$NOW$GTLB
$1.4B
26 positions
#7Rare Wolf Capital LLCPassive
Some overlap · 4 shared positions
$NOW$VEEV$OKTA$CRM
$169M
117 positions
#8Barton Investment ManagementSmart money
Some overlap · 3 shared positions
$OKTA$GTLB$PYPL
$738M
60 positions
#9Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$CRM$NOW$ACN
$494M
72 positions
#10HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$OKTA$NOW$ACN
$166M
39 positions
#11Deane Retirement Strategies, Inc.Passive
Some overlap · 3 shared positions
$CRM$NOW$GLDM
$244M
53 positions
#12BROOKTREE CAPITAL MANAGEMENTActive
Some overlap · 3 shared positions
$GTLB$NOW$AMGN
$153M
44 positions
#13GFG Capital, LLCPassive
Some overlap · 4 shared positions
$NOW$OKTA$PYPL$ACN
$381M
89 positions
#14Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRM$NOW$ACN
$490M
134 positions
#15Beaumont Asset Management, L.L.C.Smart money
Some overlap · 3 shared positions
$NOW$CRM$AMGN
$289M
80 positions
#16Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$CRM$AMGN$OKE$TFC
$116M
172 positions
#17PENN DAVIS MCFARLAND INCActive
Some overlap · 4 shared positions
$CRM$PYPL$AMGN$ACN
$1.2B
74 positions
#18ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$CRM$OKTA$PYPL
$12.6B
133 positions
#19ROSENBLUM SILVERMAN SUTTON S F INC /CAPassive
Some overlap · 3 shared positions
$CRM$OKTA$NOW
$416M
80 positions
#20SIG BROKERAGE, LPPassive
Some overlap · 3 shared positions
$CRM$SNDK$NOW
$5.1B
905 positions
#21LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$CRM$NOW$PYPL
$141M
91 positions
#22WestEnd Advisors, LLCActive
Some overlap · 3 shared positions
$CRM$GLDM$AMGN
$4.5B
408 positions
#23Clean Yield GroupPassive
Some overlap · 3 shared positions
$CRM$VEEV$NOW
$403M
395 positions
#24Vickerman Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$CRM$AMGN$PYPL
$515M
100 positions
#25Delta Global Management LPPassive
Some overlap · 3 shared positions
$NOW$GTLB$SNDK
$922M
149 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.