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Hedge Funds Similar to SteelPeak Wealth

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

SteelPeak Wealth, LLC is an institutional investor managing $4.1B across 702 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 SteelPeak Wealth are Petros Family Wealth, Genus, PROFUND ADVISORS, with shared positions in $AMGN, $TXN, $TMUS, $KLAC, $ISRG, $ADI. The full ranking of 25 similar funds is below.

#1Petros Family Wealth, LLCPassive
Some overlap · 6 shared positions
$AMGN$TXN$TMUS$KLAC$ISRG$ADI
$164M
134 positions
#2Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$AMGN$MRVL$TXN$KLAC$VZ$ADI
$1.0B
204 positions
#3PROFUND ADVISORS LLCPassive
Some overlap · 8 shared positions
$TXN$MRVL$KLAC$QCOM$ADI$AMGN
$3.6B
1,175 positions
#4Harvest Fund Management Co., LtdPassive
Some overlap · 7 shared positions
$TXN$MRVL$KLAC$AMGN$TMUS$ISRG
$3.0B
455 positions
#5Invesco Ltd.Passive
Some overlap · 9 shared positions
$TXN$KLAC$MRVL$QCOM$ADI$AMGN
$1.3T
3,819 positions
#6NEOS Investment Management LLCActive
Some overlap · 8 shared positions
$TXN$MRVL$KLAC$AMGN$QCOM$ADI
$27.1B
578 positions
#7Mirae Asset Global Investments Co., Ltd.Active
Some overlap · 7 shared positions
$TXN$MRVL$KLAC$QCOM$AMGN$ADI
$67.7B
1,670 positions
#8WOLFF WIESE MAGANA LLCPassive
Some overlap · 4 shared positions
$AMGN$MRVL$QCOM$KLAC
$218M
1,038 positions
#9Crescent Sterling, Ltd.Passive
Some overlap · 4 shared positions
$AMGN$TXN$QCOM$VZ
$122M
92 positions
#10Advanced Asset Management Advisors IncActive
Some overlap · 4 shared positions
$AMGN$TXN$TMUS$QCOM
$387M
88 positions
#11TICINO WEALTHPassive
Some overlap · 5 shared positions
$AMGN$TXN$TMUS$QCOM$ADI
$324M
136 positions
#12Oak Harvest Investment ServicesPassive
Some overlap · 5 shared positions
$AMGN$MRVL$TXN$KLAC$RIO
$1.1B
166 positions
#13Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$TXN$KLAC$TRV
$1.1B
204 positions
#14GUGGENHEIM CAPITAL LLCPassive
Some overlap · 7 shared positions
$MRVL$QCOM$KLAC$AMGN$ADI$BKNG
$15.9B
1,704 positions
#15GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 4 shared positions
$AMGN$TXN$MRVL$QCOM
$1.0B
284 positions
#16Bank OZKPassive
Some overlap · 4 shared positions
$AMGN$MRVL$TXN$TMUS
$337M
159 positions
#17Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 6 shared positions
$TXN$MRVL$QCOM$VZ$ISRG$ADI
$3.2B
82 positions
#18Global X Japan Co., Ltd.Active
Some overlap · 7 shared positions
$MRVL$QCOM$KLAC$TXN$ISRG$ADI
$2.5B
389 positions
#19China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$AMGN$MRVL$KLAC$TXN$ADI
$1.7B
513 positions
#20Exeter Financial, LLCPassive
Some overlap · 4 shared positions
$AMGN$TXN$VZ$TRV
$265M
100 positions
#21Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$MRVL$TXN$QCOM$KLAC$ADI
$43.9B
1,133 positions
#22VAN ECK ASSOCIATES CORPActive
Some overlap · 5 shared positions
$MRVL$TXN$QCOM$KLAC$ADI
$164.1B
1,337 positions
#23Tortuga Wealth Management, IncPassive
Some overlap · 4 shared positions
$AMGN$QCOM$VZ$MRVL
$141M
141 positions
#24VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$QCOM$VZ$ADI
$203M
58 positions
#25BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$AMGN$QCOM$VZ$TRV
$504M
136 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.