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Hedge Funds Similar to Wellspring Financial Advisors,

13F Portfolio OverlapQ1 2026Wellspring Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Wellspring Financial Advisors, LLC is an institutional investor managing $1.3B across 278 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 Wellspring Financial Advisors, are Arlington, Wealth Dimensions Group, Ltd., Causey Wealth, with shared positions in $KKR, $UPST, $IAU, $BRZE, $HUM, $MDY. The full ranking of 25 similar funds is below.

#1Arlington Trust Co LLCActive
Notable overlap · 5 shared positions
$KKR$UPST$IAU$BRZE$HUM
$1.1B
844 positions
#2Wealth Dimensions Group, Ltd.Active
Notable overlap · 4 shared positions
$KKR$UPST$IAU$HUM
$508M
170 positions
#3Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$KKR$UPST$BRZE$HUM
$236M
81 positions
#4Human Investing LLCSmart money
Notable overlap · 4 shared positions
$KKR$UPST$BRZE$HUM
$687M
96 positions
#5Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$KKR$UPST$HUM
$453M
103 positions
#6Investment Advisory Group, LLCPassive
Some overlap · 5 shared positions
$KKR$UPST$MDY$BRZE$HUM
$393M
194 positions
#7CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 4 shared positions
$KKR$AAAU$UPST$HUM
$239M
97 positions
#8White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$KKR$UPST$IAU$BRZE$HUM
$721M
145 positions
#9KDT Advisors, LLCPassive
Some overlap · 4 shared positions
$KKR$UPST$HUM$NEE
$63M
69 positions
#10Berkshire BankPassive
Some overlap · 5 shared positions
$UPST$KKR$BAC$HUM$NEE
$488M
157 positions
#11Granite FO LLCActive
Some overlap · 5 shared positions
$KKR$MDY$HUM$IAU$BA
$169M
170 positions
#12Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$KKR$IAU$BRZE$HUM$UPST
$365M
111 positions
#13Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$UPST$KKR$HUM
$958M
176 positions
#14Ariston Services GroupActive
Some overlap · 4 shared positions
$KKR$IAU$BA$HUM
$167M
71 positions
#15FLAGSHIP WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$KKR$UPST$BAC$HUM
$233M
350 positions
#16Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$KKR$IAU$BAC$HUM
$90M
65 positions
#17Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$UPST$KKR$BAC
$638M
158 positions
#18Crews Bank & TrustPassive
Some overlap · 4 shared positions
$KKR$MDY$HUM$ICE
$690M
673 positions
#19TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 4 shared positions
$UPST$KKR$MDY$BAC
$1.6B
271 positions
#20Hyposwiss Advisors SAPassive
Some overlap · 5 shared positions
$KKR$IAU$BRZE$BA$NEE
$101M
112 positions
#21Wealth Care LLCActive
Some overlap · 3 shared positions
$KKR$IAU$HUM
$113M
67 positions
#22Mittelman Wealth ManagementActive
Some overlap · 3 shared positions
$KKR$UPST$HUM
$160M
52 positions
#23Montis Financial, LLCActive
Some overlap · 3 shared positions
$KKR$IAU$HUM
$484M
150 positions
#24Forum Private Client Group LLCActive
Some overlap · 3 shared positions
$KKR$IAU$HUM
$300M
80 positions
#25truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$KKR$UPST$HUM
$97M
49 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.