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Hedge Funds Similar to ACT WEALTH

13F Portfolio OverlapQ3 2026ACT WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ACT WEALTH MANAGEMENT, LLC is an institutional investor managing $340M across 65 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 ACT WEALTH are Truffle Hound, CEERA INVESTMENTS, F&V, with shared positions in $CRM, $ET, $PYPL, $INTU, $NEM, $SLB. The full ranking of 25 similar funds is below.

#1Truffle Hound Capital, LLCActive
Some overlap · 6 shared positions
$CRM$ET$PYPL$INTU$NEM$SLB
$468M
52 positions
#2CEERA INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$PYPL$CRM$MO$INTU
$236M
101 positions
#3F&V Capital Management, LLCPassive
Some overlap · 4 shared positions
$PYPL$CRM$BA$NEM
$561M
60 positions
#4R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PYPL$BA$MO$PM$ADP
$188M
39 positions
#5Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$CRM$PYPL$MO$INTU$ADP
$1.9B
118 positions
#6Pacer Advisors, Inc.Passive
Some overlap · 6 shared positions
$MO$CRM$INTU$NEM$UAL$ADP
$39.3B
2,614 positions
#7First Eagle Investment Management, LLCActive
Some overlap · 5 shared positions
$CRM$NEM$PM$ADP$SLB
$59.9B
424 positions
#8PENN DAVIS MCFARLAND INCActive
Some overlap · 3 shared positions
$PYPL$CRM$TXN
$1.2B
74 positions
#9Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$CRM$BA$PM$UNP
$147M
61 positions
#10Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PYPL$ET$BA
$241M
108 positions
#11LifePlan Financial, LLCPassive
Some overlap · 3 shared positions
$PYPL$CRM$SLB
$141M
91 positions
#12RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$ET$NEM$PM$MO$TXN
$150M
89 positions
#13LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 5 shared positions
$MO$NEM$PM$UNP$TXN
$2.5B
117 positions
#14DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$CRM$BA$INTU$EW
$121M
100 positions
#15Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$PYPL$CRM$TXN
$650M
125 positions
#16CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$CRM$MO$PM$TXN
$171M
71 positions
#17LANGLEY WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ET$BA$MO$MS
$103M
130 positions
#18Alliance Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$PYPL$PM$BA$CRM
$317M
174 positions
#19Stolper CoPassive
Some overlap · 5 shared positions
$MO$PM$UNP$MS$TXN
$387M
90 positions
#20HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$NEM$PM$UNP$MS$SLB
$488M
125 positions
#21Exchange BankPassive
Some overlap · 5 shared positions
$MO$PM$UNP$TXN$ADP
$162M
129 positions
#22BAXTER BROS INCPassive
Some overlap · 5 shared positions
$INTU$UNP$MS$TXN$ADP
$864M
172 positions
#23BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$INTU$UNP$MS$TXN$SLB
$529M
72 positions
#24Emprise BankActive
Some overlap · 5 shared positions
$UNP$BA$CRM$PM$TXN
$262M
106 positions
#25WP Advisors, LLCActive
Some overlap · 5 shared positions
$PYPL$CRM$MO$INTU$PM
$436M
110 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.