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 Concentrum Wealth

13F Portfolio OverlapQ2 2026Concentrum Wealth portfolio →

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Most similar hedge funds by 13F overlap

Concentrum Wealth Management is an institutional investor managing $418M across 127 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Concentrum Wealth are Forefront Wealth Partners, Bosman Wealth, RED REEF ADVISORS, with shared positions in $IBIT, $ANET, $VRT, $MRVL, $CRM, $ADBE. The full ranking of 25 similar funds is below.

#1Forefront Wealth Partners, LLCPassive

Slight overlap · 5 shared positions

$IBIT $ANET $VRT $MRVL $CRM

$323M

177 positions

#2Bosman Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$IBIT $ANET $VRT $MRVL

$161M

56 positions

#3RED REEF ADVISORS LLCPassive

Slight overlap · 4 shared positions

$IBIT $ANET $MRVL $CRM

$108M

183 positions

#4Marex Group plcPassive

Slight overlap · 4 shared positions

$IBIT $VRT $ADBE $MRVL

$23.6B

1,117 positions

#5Oxler Private Wealth LLCActive

Slight overlap · 3 shared positions

$IBIT $ANET $AMGN

$350M

93 positions

#6WATERSHED PRIVATE WEALTH LLCActive

Slight overlap · 3 shared positions

$IBIT $ANET $VRT

$355M

120 positions

#7ELEMENT POINTE ADVISORS, LLCSmart money

Slight overlap · 4 shared positions

$IBIT $VRT $MRVL $CRM

$621M

90 positions

#8San Luis Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$IBIT $VRT $ADBE

$665M

187 positions

#9Veltria Advisors Corp.Active

Slight overlap · 3 shared positions

$IBIT $VRT $MRVL

$66M

44 positions

#10Mission Creek Capital Partners, Inc.Passive

Slight overlap · 5 shared positions

$ANET $VRT $MRVL $AMGN $NEE

$569M

231 positions

#11Bulltick Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$IBIT $VRT $CRM

$490M

134 positions

#12Powell Investment Advisors, LLCActive

Slight overlap · 4 shared positions

$IBIT $GILD $NEE $C

$317M

167 positions

#13Pictet Asset Management Holding SAPassive

Slight overlap · 5 shared positions

$ANET $VRT $MRVL $NEE $CRM

$104.7B

2,143 positions

#14Kamunting Street Capital Management, L.P.Active

Slight overlap · 3 shared positions

$IBIT $ADBE $CRM

$179M

25 positions

#15Fideuram Asset Management (Ireland) dacPassive

Slight overlap · 5 shared positions

$ANET $VRT $MRVL $GILD $NEE

$5.3B

742 positions

#16Riggs Asset Managment Co. Inc.Passive

Slight overlap · 5 shared positions

$ANET $VRT $MRVL $GILD $C

$560M

132 positions

#17Prospect Financial Services LLCPassive

Slight overlap · 3 shared positions

$IBIT $VRT $MRVL

$197M

115 positions

#18Audent Global Asset Management, LLCPassive

Slight overlap · 3 shared positions

$IBIT $ADBE $C

$90M

46 positions

#19Walleye Capital LLCPassive

Slight overlap · 3 shared positions

$IBIT $MRVL $AMGN

$28.0B

4,674 positions

#20MATTERS CAPITAL LLCPassive

Slight overlap · 3 shared positions

$IBIT $VRT $CRM

$143M

75 positions

#21Simplify Asset Management Inc.Smart money

Slight overlap · 3 shared positions

$IBIT $AMGN $GILD

$7.2B

141 positions

#22CANTOR FITZGERALD, L. P.Active

Slight overlap · 4 shared positions

$IBIT $ADBE $MRVL $CRM

$9.2B

319 positions

#23Avenir Tech LtdSmart money

Slight overlap · 3 shared positions

$IBIT $MRVL $BITB

$671M

32 positions

#24Capital Wealth Alliance, LLCActive

Slight overlap · 3 shared positions

$IBIT $MRVL $BITB

$215M

99 positions

#25Objective Capital Management, LLCPassive

Slight overlap · 3 shared positions

$IBIT $AMGN $NEE

$113M

103 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.