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Hedge Funds Similar to waypoint wealth counsel

13F Portfolio OverlapQ1 2026waypoint wealth counsel portfolio →
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Most similar hedge funds by 13F overlap

waypoint wealth counsel is an institutional investor managing $193M across 229 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 waypoint wealth counsel are Financial Harvest,, JACKSON THORNTON WEALTH ,, Catalyst Investment, with shared positions in $KO, $IAU, $INTC, $MU, $EIX, $PCG. The full ranking of 25 similar funds is below.

#1Financial Harvest, LLCActive
Notable overlap · 3 shared positions
$KO$IAU$INTC
$170M
57 positions
#2JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Notable overlap · 12 shared positions
$IAU$MU$EIX$PCG$BMY$FDX
$1.1B
286 positions
#3Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$IAU$KKR$KO$DHR
$90M
65 positions
#4Wealth Dimensions Group, Ltd.Active
Some overlap · 3 shared positions
$IAU$KKR$GEV
$508M
170 positions
#5Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$KKR$IAU$KO
$356M
180 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$KKR$IAU$DHR
$721M
145 positions
#7Yeomans Consulting Group, Inc.
Some overlap · 3 shared positions
$IAU$KO$MU
$341M
113 positions
#8Commerce Advisors, LLCPassive
Some overlap · 4 shared positions
$KO$BMY$FDX$REGN
$119M
122 positions
#9Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$KO$FIX
$477M
70 positions
#10Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$KKR$MU$DHR
$350M
147 positions
#11AQR CAPITAL MANAGEMENT LLCPassive
Some overlap · 12 shared positions
$FIX$EIX$MU$PCG$FTI$BMY
$218.4B
3,739 positions
#12Apeiron RIA LLCPassive
Some overlap · 3 shared positions
$KKR$IAU$DHR
$431M
204 positions
#13Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$BMY
$287M
188 positions
#14Sagace Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$GEV
$149M
70 positions
#15Wealth Quarterback LLCPassive
Some overlap · 5 shared positions
$IAU$KO$BMY$CB$INTC
$254M
163 positions
#16Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$DHR
$130M
96 positions
#17Braeburn Wealth Management LLCActive
Some overlap · 5 shared positions
$IAU$FIX$REGN$GEV$WDC
$175M
85 positions
#18Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$DHR
$255M
130 positions
#19Caerus Investment Advisors, LLCPassive
Some overlap · 11 shared positions
$EIX$PCG$BMY$CB$FIX$FDX
$240M
281 positions
#20Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$KO$REGN
$199M
130 positions
#21Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$KKR$REGN
$126M
74 positions
#22Sivia Capital Partners, LLCPassive
Some overlap · 10 shared positions
$FIX$EIX$MU$PCG$BMY$CB
$516M
455 positions
#23Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$KKR$DHR
$98M
68 positions
#24Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$FDX
$135M
89 positions
#25Zhang Financial LLCActive
Some overlap · 4 shared positions
$KKR$IAU$MU$DHR
$2.9B
367 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.