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Hedge Funds Similar to 1776 Wealth

13F Portfolio OverlapQ1 20261776 Wealth portfolio →
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Most similar hedge funds by 13F overlap

1776 Wealth LLC is an institutional investor managing $254M across 146 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 1776 Wealth are BURR FINANCIAL SERVICES,, CONNORS INVESTOR SERVICES, Cypress Point Wealth ,, with shared positions in $PLTR, $AMAT, $AMD, $TJX, $ETN, $CB. The full ranking of 25 similar funds is below.

#1BURR FINANCIAL SERVICES, LLCActive
Notable overlap · 3 shared positions
$PLTR$AMAT$AMD
$126M
25 positions
#2CONNORS INVESTOR SERVICES INCActive
Notable overlap · 4 shared positions
$PLTR$TJX$ETN$CB
$1.1B
149 positions
#3Cypress Point Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PLTR$CRM$AMD
$464M
123 positions
#4Henson-Edgewater Management, LLCPassive
Notable overlap · 4 shared positions
$PLTR$TJX$EPD$AMD
$157M
66 positions
#5Private Wealth Management Group, LLCPassive
Notable overlap · 3 shared positions
$PLTR$ETN$AMAT
$381M
1,426 positions
#6Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$INTC$EPD$SHOP
$315M
69 positions
#7Oder Investment Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$EPD$SHOP
$130M
102 positions
#8AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$TJX$AMD
$200M
93 positions
#9Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$ETN$SNPS$AMD
$108M
97 positions
#10Privium Fund Management B.V.Active
Some overlap · 3 shared positions
$PLTR$SHOP$AMD
$480M
60 positions
#11DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$ETN$SHOP
$77M
67 positions
#12Rakuten Securities, Inc.Passive
Some overlap · 4 shared positions
$PLTR$INTC$UNH$AMD
$241M
879 positions
#13SHUTTLEWORTH & CoPassive
Some overlap · 4 shared positions
$TJX$PLTR$ETN$AMAT
$111M
52 positions
#14Kingstone Capital Partners Texas, LLCActive
Some overlap · 4 shared positions
$PLTR$EVT$UNH$AMD
$162M
57 positions
#15CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ADBE$EPD$CRM$UNH$AMD
$98M
117 positions
#16Beech Hill Advisors, Inc.Passive
Some overlap · 7 shared positions
$TJX$ETN$CRM$AMAT$DLR$UNH
$200M
94 positions
#17Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PLTR$AMAT$AMD$ETN
$239M
46 positions
#18PARUS FINANCE (UK) LtdActive
Some overlap · 7 shared positions
$ADBE$CRM$INTC$UNH$AMD$PLTR
$334M
37 positions
#19Saranac Partners LtdPassive
Some overlap · 4 shared positions
$TJX$ADBE$AMAT$UNH
$234M
103 positions
#20Mount Lucas Management LPPassive
Some overlap · 3 shared positions
$ADBE$TJX$INTC
$271M
165 positions
#21Westerkirk Capital Inc.Active
Some overlap · 5 shared positions
$TJX$ETN$ADBE$AMAT$UNH
$929M
208 positions
#22Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$TJX$ADBE$SNPS$SHOP
$958M
80 positions
#23NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$TJX$ETN$CRM$DLR$AMD
$326M
86 positions
#24InTrack Investment Management IncPassive
Some overlap · 4 shared positions
$PLTR$ETN$AMAT$CB
$175M
108 positions
#25BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$TJX$ETN$AMD
$360M
106 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.