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Hedge Funds Similar to 1776 Wealth

13F Portfolio OverlapQ2 20261776 Wealth portfolio →
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Most similar hedge funds by 13F overlap

1776 Wealth LLC is an institutional investor managing $284M across 152 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 1776 Wealth are Henson-Edgewater, Philadelphia Investment Partners, Sargent Investment Group, with shared positions in $PLTR, $BX, $TJX, $EPD, $URI, $VRT. The full ranking of 25 similar funds is below.

#1Henson-Edgewater Management, LLCActive
Notable overlap · 4 shared positions
$PLTR$BX$TJX$EPD
$192M
66 positions
#2Philadelphia Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$BX$URI
$161M
189 positions
#3Sargent Investment Group, LLCPassive
Notable overlap · 3 shared positions
$PLTR$BX$VRT
$832M
279 positions
#4Heard Capital LLCActive
Notable overlap · 3 shared positions
$PLTR$BX$ADBE
$2.3B
21 positions
#5KIECKHEFER GROUP LLCSmart money
Notable overlap · 3 shared positions
$PLTR$VRT$EME
$246M
65 positions
#6CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$TJX$ETN$CB
$1.2B
153 positions
#7ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$BX$ASML
$169M
64 positions
#8Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$PLTR$BX$ASML$URI
$524M
92 positions
#9McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$PLTR$TJX$VRT
$199M
37 positions
#10AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$ETN$CB
$1.6B
280 positions
#11CMT Capital Markets Trading GmbHActive
Some overlap · 4 shared positions
$ADBE$PLTR$ASML$CRM
$11.8B
385 positions
#12FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$ASML
$352M
42 positions
#13Oder Investment Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$EPD$SHOP
$149M
113 positions
#14ADAPT Investment Managers SAActive
Some overlap · 3 shared positions
$ADBE$PLTR$CRM
$12.6B
133 positions
#15United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$TJX$ASML
$763M
98 positions
#16Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$EPD$ASML$SHOP
$343M
73 positions
#17Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$BX$TJX$ETN$CRM$DLR
$226M
97 positions
#18Family Capital Trust CoActive
Some overlap · 4 shared positions
$ADBE$TJX$VRT$CB
$307M
83 positions
#19DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$ETN$VRT$SHOP
$92M
76 positions
#20CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$TJX$ETN$BX$VRT$CRM
$655M
117 positions
#21Lantern Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$TJX$ETN$SHOP
$218M
184 positions
#22Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$ETN$SNPS$VRT
$119M
113 positions
#23Princeton Global Asset Management LLCPassive
Some overlap · 6 shared positions
$BX$ETN$TJX$VRT$VMC$CB
$698M
831 positions
#24NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$BX$TJX$EPD$ETN$CB
$82M
37 positions
#25Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$PLTR$ETN$SNPS$VRT$URI
$917M
38 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.