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Hedge Funds Similar to Concentrum Wealth

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

Concentrum Wealth Management is an institutional investor managing $339M across 111 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 Concentrum Wealth are Spear RSC Ltd, PBCay One RSC Ltd, MAPLELANE ,, with shared positions in $SHW, $AMD, $IBIT, $MU, $GILD, $NEE. The full ranking of 25 similar funds is below.

#1Spear Holdings RSC LtdActive
Notable overlap · 3 shared positions
$SHW$AMD$IBIT
$1.0B
18 positions
#2PBCay One RSC LtdSmart money
Notable overlap · 3 shared positions
$SHW$AMD$IBIT
$1.3B
18 positions
#3MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$SHW$AMD$MU
$2.8B
64 positions
#4SIG BROKERAGE, LPPassive
Some overlap · 6 shared positions
$AMD$SHW$MU$IBIT$GILD$NEE
$3.8B
769 positions
#5IAM Advisory, LLCActive
Some overlap · 6 shared positions
$SHW$AMD$GSAT$GILD$VRT$AMGN
$446M
95 positions
#6KERR FINANCIAL PLANNING CorpPassive
Some overlap · 6 shared positions
$AMD$SHW$AMAT$GRWG$MU$VRT
$90M
545 positions
#7Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$AMD$MU
$4.7B
514 positions
#8Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$SHW$MAR$AMAT
$145M
35 positions
#9Longitude (Cayman) Ltd.Passive
Some overlap · 4 shared positions
$AMD$IBIT$GRWG$MU
$244M
51 positions
#10Himension FundSmart money
Some overlap · 5 shared positions
$AMD$IBIT$MU$AMAT$VRT
$1.3B
135 positions
#11Ascent Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$AMD$GSAT
$54M
40 positions
#12TTP Investments, Inc.Active
Some overlap · 4 shared positions
$AMD$MU$AMAT$GRWG
$240M
35 positions
#13Schear Investment Advisers, LLCPassive
Some overlap · 5 shared positions
$AMD$SHW$MU$VRT$AMGN
$227M
77 positions
#14Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$AMD$VRT
$516M
160 positions
#15Guardian Capital, LLCPassive
Some overlap · 3 shared positions
$SHW$MAR$AMD
$105M
81 positions
#16ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$AMD$MU$AMAT$ANET$VRT
$3.5B
110 positions
#17Titiun YejielPassive
Some overlap · 4 shared positions
$SHW$AMD$IBIT$VRT
$99M
57 positions
#18Mosaic Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$MAR$AMD
$67M
42 positions
#19CALIFORNIA FIRST LEASING CORPActive
Some overlap · 4 shared positions
$AMD$MU$AMAT$IBIT
$312M
39 positions
#20Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$SHW$MAR$ANET
$112M
97 positions
#21Advantage Trust CoActive
Some overlap · 3 shared positions
$SHW$MAR$GSAT
$223M
123 positions
#22Benson Wealth Management INCPassive
Some overlap · 4 shared positions
$SHW$IBIT$GSAT$AMD
$73M
354 positions
#23SFI Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$GSAT$OTIS
$95M
48 positions
#24Mivtachim The Workers Social Insurance Fund Ltd. (Under SpecActive
Some overlap · 3 shared positions
$AMD$SHW$MU
$789M
44 positions
#25WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$MU$ANET$VRT
$470M
119 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.