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Hedge Funds Similar to waypoint wealth counsel

13F Portfolio OverlapQ3 2026waypoint wealth counsel portfolio →
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Most similar hedge funds by 13F overlap

waypoint wealth counsel is an institutional investor managing $172M across 162 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 waypoint wealth counsel are Braeburn Wealth, LifePlan Investment Advisors, SAGE PRIVATE WEALTH GROUP, with shared positions in $IAU, $FIX, $SNDK, $WDC, $DAL, $QCOM. The full ranking of 25 similar funds is below.

#1Braeburn Wealth Management LLCActive
Some overlap · 4 shared positions
$IAU$FIX$SNDK$WDC
$236M
98 positions
#2LifePlan Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$SNDK$WDC$DAL
$291M
131 positions
#3SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$QCOM$INCY$CB
$298M
135 positions
#4ANDERSON HOAGLAND & COActive
Some overlap · 3 shared positions
$IAU$FIX$DAL
$1.3B
135 positions
#5Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$FDX$DAL
$357M
117 positions
#6Essential Partners LLCPassive
Some overlap · 12 shared positions
$FIX$EIX$CNC$JBHT$PCG$FDX
$219M
2,852 positions
#7Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SNDK$WDC
$304M
194 positions
#8January Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$SNDK$WDC
$120M
55 positions
#9JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$PNC$QCOM
$593M
122 positions
#10Stone House Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$PNC$CB
$768M
215 positions
#11PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$PCG$INCY
$2.8B
186 positions
#12Bull Harbor Capital LLCPassive
Some overlap · 11 shared positions
$FIX$EIX$CNC$JBHT$PCG$FTI
$513M
552 positions
#13Caerus Investment Advisors, LLCPassive
Some overlap · 10 shared positions
$FIX$EIX$CNC$FDX$JBHT$PCG
$300M
339 positions
#14Synergy Investment Management, LLCPassive
Some overlap · 3 shared positions
$IAU$FDX$QCOM
$413M
1,086 positions
#15Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$IAU$FTI$WDC
$220M
150 positions
#16Frankly Finances, LLCActive
Some overlap · 3 shared positions
$IAU$DAL$QCOM
$127M
90 positions
#17FAMILY WEALTH PARTNERS, LLCActive
Some overlap · 9 shared positions
$FIX$EIX$CNC$JBHT$PCG$FDX
$331M
105 positions
#18Kaufman Rossin Wealth, LLCActive
Some overlap · 9 shared positions
$FIX$EIX$FDX$JBHT$FTI$PNC
$247M
180 positions
#19JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 9 shared positions
$FIX$CNC$EIX$JBHT$PCG$FDX
$1.3B
417 positions
#20PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$IAU$FIX$JBHT$SNDK$WDC
$389M
77 positions
#21SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$FIX$SNDK$WDC
$973M
379 positions
#22AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 10 shared positions
$FIX$CNC$WDC$PCG$EIX$CB
$286.8B
3,900 positions
#23Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$IAU$JBHT$PNC
$155M
107 positions
#24Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$FTI$INCY
$819M
339 positions
#25MAINSAIL ASSET MANAGEMENT, LLCActive
Some overlap · 8 shared positions
$FIX$EIX$CNC$PCG$WDC$PNC
$249M
160 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.