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Hedge Funds Similar to Purus Wealth

13F Portfolio OverlapQ3 2026Purus Wealth portfolio →
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Most similar hedge funds by 13F overlap

Purus Wealth Management, LLC is an institutional investor managing $366M across 170 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 Purus Wealth are Buck Wealth Strategies, January Advisors, Mission Creek Partners, with shared positions in $WM, $GLDM, $AMGN, $LMT, $SNDK, $ANET. The full ranking of 25 similar funds is below.

#1Buck Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$WM$GLDM$AMGN$LMT
$956M
1,170 positions
#2January Capital Advisors LLCActive
Some overlap · 4 shared positions
$WM$GLDM$AMGN$SNDK
$120M
55 positions
#3Mission Creek Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$GLDM$ANET$WM$AMGN$PWR
$569M
231 positions
#4Verde Servicos Internacionais S.A.Active
Some overlap · 3 shared positions
$ISRG$GLDM$APP
$294M
41 positions
#5ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$ISRG$ANET$PLTR$AXON
$551M
40 positions
#6LIBERTY WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ISRG$WM$PLTR$AMGN$LMT
$800M
268 positions
#7DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$WM$AMGN$DE$PWR$LMT
$121M
100 positions
#8Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$ISRG$ANET$WM$AXP
$1.2B
98 positions
#9Evergreen Private Wealth LLCPassive
Some overlap · 4 shared positions
$WM$ANET$ADBE$AMGN
$270M
89 positions
#10SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$GLDM$ANET$PWR$APP
$5.7B
668 positions
#11SHUTTLEWORTH & CoPassive
Some overlap · 3 shared positions
$WM$ANET$PLTR
$125M
51 positions
#12BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$ISRG$AMGN$PWR$PLTR$ADBE
$289M
65 positions
#13Financial Planning Hawaii, Inc.Passive
Some overlap · 7 shared positions
$GLDM$AMGN$DE$LMT$NOC$AXP
$185M
127 positions
#14DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$AMGN$DE$ADBE
$275M
99 positions
#15Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$ANET$TER$PLTR$DE$PWR
$324M
322 positions
#16Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$ISRG$PLTR$AMGN$ANET
$323M
511 positions
#17Titan Investment Solutions LtdActive
Some overlap · 3 shared positions
$WM$ANET$LMT
$894M
60 positions
#18AMJ Financial Wealth ManagementActive
Some overlap · 3 shared positions
$GLDM$ANET$PWR
$424M
86 positions
#19BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$ISRG$ANET$DE
$6.8B
62 positions
#20McDonough Capital Management, IncActive
Some overlap · 5 shared positions
$WM$PLTR$LMT$NOC$ANET
$200M
52 positions
#21Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$WM$AMGN$LMT$ADBE$NOC$AXP
$227M
73 positions
#22SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$TER$ANET$ISRG$PWR$APP
$895M
185 positions
#23Stillwater Wealth Management Group
Some overlap · 4 shared positions
$WM$AMGN$LMT$NOC
$187M
70 positions
#24Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$ISRG$AMGN$DE$SNDK
$796M
112 positions
#25AFT, FORSYTH & COMPANY, INC.Active
Some overlap · 6 shared positions
$ISRG$TER$AMGN$LMT$ADBE$AXP
$208M
108 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.