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Hedge Funds Similar to ShoreHaven Wealth Partners

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

ShoreHaven Wealth Partners, LLC is an institutional investor managing $326M across 102 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 ShoreHaven Wealth Partners are Cushing Partners, Arnhold, Upper Left Wealth, with shared positions in $IAU, $BTC, $NEE, $VRT, $VZ, $GLDM. The full ranking of 25 similar funds is below.

#1Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$BTC$NEE
$163M
113 positions
#2Arnhold LLCActive
Notable overlap · 3 shared positions
$IAU$VRT$VZ
$1.4B
113 positions
#3Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IAU$BTC$GLDM
$193M
68 positions
#4CAPE ANN SAVINGS BANKActive
Notable overlap · 5 shared positions
$IAU$MS$BLK$MAR$NEE
$212M
113 positions
#5White Lighthouse Investment Management Inc.Active
Notable overlap · 4 shared positions
$IAU$PM$MAR$NLY
$829M
148 positions
#6Kelly Financial Services LLCActive
Notable overlap · 4 shared positions
$IAU$VZ$PM$MAR
$463M
130 positions
#7American Investment Services, Inc.Active
Notable overlap · 4 shared positions
$IAU$VZ$GLDM$NEE
$473M
133 positions
#8Elevated Financial Group LLCActive
Notable overlap · 4 shared positions
$IAU$BLK$MAR$STRL
$357M
117 positions
#9LIFELONG WEALTH ADVISORS, INC.Smart money
Notable overlap · 3 shared positions
$IAU$GLDM$GLW
$432M
104 positions
#10MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$VZ$PM
$297M
166 positions
#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$GLW$MAR
$753M
223 positions
#12Wealth Care LLCActive
Notable overlap · 3 shared positions
$IAU$NLY$GLW
$123M
73 positions
#13NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$IAU$GLDM$VZ
$838M
122 positions
#14Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$PM$VZ
$433M
79 positions
#15ROGCO, LPActive
Notable overlap · 3 shared positions
$IAU$MS$BLK
$327M
224 positions
#16JSF Financial, LLCActive
Notable overlap · 3 shared positions
$IAU$GLW$MAR
$655M
146 positions
#17R. W. Roge & Company, Inc.Active
Notable overlap · 3 shared positions
$BTC$GLDM$PM
$239M
69 positions
#18HARTLINE INVESTMENT CORP/Active
Notable overlap · 6 shared positions
$VRT$GLW$MS$MAR$NEE$STRL
$1.1B
115 positions
#19Interactive Financial AdvisorsActive
Notable overlap · 3 shared positions
$IAU$MS$NEE
$164M
74 positions
#20Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$ED$NEE
$246M
210 positions
#21First Growth Capital LLCActive
Notable overlap · 3 shared positions
$VRT$GLW$IAU
$124M
135 positions
#22TRUE Private Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$VZ$MS
$1.2B
289 positions
#23Leslie Global Wealth, LLCActive
Notable overlap · 3 shared positions
$IAU$VZ$NEE
$272M
90 positions
#24LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$IAU$MAR$NEE
$360M
139 positions
#25Exit Wealth Advisors, LLC.Passive
Notable overlap · 3 shared positions
$IAU$BTC$GLW
$220M
150 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.