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Hedge Funds Similar to Horst & Graben Wealth

13F Portfolio OverlapQ1 2026Horst & Graben Wealth portfolio →
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Most similar hedge funds by 13F overlap

Horst & Graben Wealth Management LLC is an institutional investor managing $729M across 195 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 Horst & Graben Wealth are CURTIS WEALTH, Asempa Wealth Advisors, Arcadia Wealth ,, with shared positions in $SE, $LEN, $MDLZ, $GLDM, $IAU, $HUM. The full ranking of 25 similar funds is below.

#1CURTIS WEALTH MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$SE$LEN$MDLZ$GLDM$IAU
$107M
50 positions
#2Asempa Wealth AdvisorsPassive
Notable overlap · 7 shared positions
$LEN$SE$MDLZ$IAU$GLDM$HUM
$115M
115 positions
#3Arcadia Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SE$LEN$IAU$NKE$MDLZ
$276M
67 positions
#4Daviman Financial, LLCPassive
Some overlap · 3 shared positions
$SE$LEN$GLDM
$169M
84 positions
#5Chatterton & Associates Inc.Passive
Some overlap · 4 shared positions
$SE$LEN$GLDM$MDLZ
$143M
97 positions
#6Dentgroup LLC
Some overlap · 6 shared positions
$LEN$SE$MDLZ$IAU$HUM$MKL
$146M
93 positions
#7One Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$SE$LEN$MDLZ$GLDM$IAU$MUFG
$803M
304 positions
#8Sharkey, Howes & JaverActive
Some overlap · 6 shared positions
$SE$IAU$MDLZ$LEN$MUFG$NOW
$742M
153 positions
#9Davis Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$MDLZ$IAU$MUFG$NOW
$120M
72 positions
#10Madson Wealth Advisors IncPassive
Some overlap · 5 shared positions
$SE$MDLZ$IAU$HUM$CMI
$120M
84 positions
#11TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$SE$MDLZ$IAU
$309M
105 positions
#12Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$SE$MDLZ$IAU
$414M
128 positions
#13Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$MDLZ$IAU
$245M
95 positions
#14ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$SE$MDLZ$IAU$HUM$NKE
$132M
105 positions
#15Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$SE$GLDM$HUM$NOW
$253M
79 positions
#16Triad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$LEN
$1.3B
478 positions
#17Verum Partners LLCActive
Some overlap · 4 shared positions
$SE$NKE$MDLZ$HUM
$527M
176 positions
#18Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$SE$GLDM$IAU
$395M
105 positions
#19ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$MDLZ$IAU$HUM
$324M
72 positions
#20BlueStem Wealth Partners, LLCActive
Some overlap · 4 shared positions
$SE$LEN$NOW$HUM
$900M
124 positions
#21OVERSEA-CHINESE BANKING Corp LtdPassive
Some overlap · 3 shared positions
$SE$GLDM$NOW
$3.7B
337 positions
#22Fedenia Advisers LLCActive
Some overlap · 3 shared positions
$SE$IAU$NOW
$135M
95 positions
#23WEALTHGARDEN F.S. LLCPassive
Some overlap · 6 shared positions
$LEN$MDLZ$IAU$SE$GLDM$MUFG
$147M
165 positions
#24Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SE$IAU$NKE
$113M
37 positions
#25Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$UPS
$278M
73 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.