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Hedge Funds Similar to Wealth Partners,

13F Portfolio OverlapQ1 2026Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Wealth Management Partners, LLC is an institutional investor managing $350M across 147 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 Wealth Partners, are Arlington ,, LifePlan Financial,, DAHRING {-} CUSMANO, with shared positions in $IAU, $VRT, $PLTR, $SAN, $AMD, $AMAT. The full ranking of 25 similar funds is below.

#1Arlington Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$IAU$VRT$PLTR$SAN$AMD
$177M
111 positions
#2LifePlan Financial, LLCPassive
Notable overlap · 5 shared positions
$IAU$AMAT$AMD$PANW$DHR
$135M
83 positions
#3DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$IAU$KKR$PLTR
$163M
58 positions
#4Impact Investors, IncPassive
Notable overlap · 4 shared positions
$IAU$ASML$AMAT$AMD
$144M
106 positions
#5Wealth Care LLCActive
Notable overlap · 4 shared positions
$IAU$KKR$DIA$PLTR
$113M
67 positions
#6Wealth Quarterback LLCPassive
Notable overlap · 4 shared positions
$IAU$AMD$ASML$SAN
$254M
163 positions
#7Purkiss Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$IAU$CRWV$PLTR$PANW
$227M
168 positions
#8CADINHA & CO LLCActive
Notable overlap · 4 shared positions
$IAU$PLTR$SAN$DHR
$537M
103 positions
#9Faithward Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$VRT$PLTR$ASML$NET
$701M
261 positions
#10AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$MU$PLTR$AMD
$287M
158 positions
#11CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$AMD
$293M
1,255 positions
#12CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$KKR$DHR$ARKO
$298M
99 positions
#13Rachor Investment Advisory Services, LLCActive
Some overlap · 4 shared positions
$IAU$AMD$PANW$ASML
$190M
464 positions
#14Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$PLTR$AMD
$132M
408 positions
#15Burk Holdings LLCPassive
Some overlap · 4 shared positions
$IAU$AMD$DHR$DIA
$233M
676 positions
#16Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$PANW
$363M
117 positions
#17Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$ASML$PANW
$224M
60 positions
#18EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$ASML$DHR
$2.2B
463 positions
#19Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$AMD$PLTR
$732M
125 positions
#20Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$KKR$AMD
$135M
89 positions
#21Straight Path Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$PLTR$ALAB$ARKO
$374M
129 positions
#22Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$MU$ASML
$412M
78 positions
#23West Family Investments, Inc.Passive
Some overlap · 3 shared positions
$IAU$MU$ASML
$285M
259 positions
#24Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$MU$DHR$AMAT
$578M
118 positions
#25Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$IAU$KKR$DHR$RIO
$90M
65 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.