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Hedge Funds Similar to Wealth Alliance,

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

Capital Wealth Alliance, LLC is an institutional investor managing $221M across 93 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 Wealth Alliance, are Entruity Wealth,, Forest Hill ,, Accordant Advisory Group, with shared positions in $PSLV, $PHYS, $CTVA, $USB, $OUNZ, $SII. The full ranking of 25 similar funds is below.

#1Entruity Wealth, LLCActive
Substantial overlap · 3 shared positions
$PSLV$PHYS$CTVA
$147M
46 positions
#2Forest Hill Capital, LLCActive
Substantial overlap · 3 shared positions
$PHYS$PSLV$USB
$152M
19 positions
#3Accordant Advisory Group IncPassive
Substantial overlap · 6 shared positions
$PHYS$PSLV$OUNZ$USB$SII$HUM
$161M
238 positions
#4Alpha Advisors, LLC/VAActive
Substantial overlap · 4 shared positions
$PHYS$PSLV$DIA$GE
$127M
47 positions
#5TrustWell Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$PHYS$PSLV$USB$BRZE$UPST
$106M
70 positions
#6Guild Investment Management, Inc.Active
Substantial overlap · 4 shared positions
$PHYS$OUNZ$USB$PSLV
$140M
47 positions
#7WIT Partners Advisory Pte. Ltd.Active
Notable overlap · 4 shared positions
$PHYS$PSLV$SII$IBIT
$342M
16 positions
#8Evanson Asset Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$BRZE$AMN
$1.9B
321 positions
#9Grand Central Investment GroupActive
Notable overlap · 5 shared positions
$PSLV$PHYS$USB$IBIT$HUM
$135M
44 positions
#10Harbour Wealth Management Group, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$BITB$YMM
$133M
89 positions
#11MATAURO, LLCActive
Notable overlap · 3 shared positions
$PHYS$MSTR$IBIT
$692M
145 positions
#12FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$GE
$121M
72 positions
#13Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$SAN
$180M
37 positions
#14Hurley Capital, LLCPassive
Notable overlap · 4 shared positions
$PSLV$PHYS$IBIT$BRZE
$187M
673 positions
#15Spruce Point Capital Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$USB$SII$YMM
$91M
24 positions
#16Auxano Advisors, LLCActive
Notable overlap · 4 shared positions
$PHYS$SII$AMN$DIA
$501M
199 positions
#17Asset One Wealth Management LLCPassive
Notable overlap · 7 shared positions
$OUNZ$PSLV$PHYS$SII$USB$BRZE
$904M
336 positions
#18ABBINGTON INVESTMENT GROUPActive
Notable overlap · 3 shared positions
$PSLV$USB$OUNZ
$172M
51 positions
#19IMC-Chicago, LLCPassive
Notable overlap · 5 shared positions
$PSLV$IBIT$PHYS$USB$DIA
$278.4B
5,950 positions
#20SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$AMN
$482M
173 positions
#21Pacific Sage Partners, LLCActive
Notable overlap · 4 shared positions
$MSTR$PHYS$PSLV$UPST
$636M
121 positions
#22Banco BTG Pactual S.A.Passive
Notable overlap · 4 shared positions
$PSLV$BRZE$TMO$OUNZ
$1.1B
185 positions
#23Weiss Asset Management LPPassive
Notable overlap · 3 shared positions
$PSLV$MSTR$IBIT
$5.9B
488 positions
#24MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$OUNZ$USB$PSLV$SII
$115M
98 positions
#25Proactive Wealth Strategies LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$AMN
$532M
210 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.