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Hedge Funds Similar to COREPATH WEALTH PARTNERS

13F Portfolio OverlapQ1 2026COREPATH WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

COREPATH WEALTH PARTNERS LLC is an institutional investor managing $160M across 46 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 COREPATH WEALTH PARTNERS are NLB Skladi, upravljanje premozenja, d.o.o., Leonteq Securities AG, Telligent Fund,, with shared positions in $INTC, $MU, $NOW, $SE, $USB. The full ranking of 25 similar funds is below.

#1NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 3 shared positions
$INTC$MU$NOW
$2.1B
335 positions
#2Leonteq Securities AGPassive
Slight overlap · 3 shared positions
$INTC$MU$NOW
$2.7B
1,279 positions
#3Telligent Fund, LPActive
Slight overlap · 3 shared positions
$INTC$MU$NOW
$94M
24 positions
#4Octahedron Capital Management L.P.Active
Slight overlap · 3 shared positions
$INTC$MU$NOW
$138M
18 positions
#5Avanda Investment Management Pte. Ltd.Active
Slight overlap · 3 shared positions
$INTC$MU$SE
$63M
24 positions
#6Capstone Capital Management LtdActive
Slight overlap · 3 shared positions
$INTC$MU$SE
$99M
51 positions
#7Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$INTC$MU$SE
$255M
127 positions
#8SteelPeak Wealth, LLCPassive
Slight overlap · 3 shared positions
$INTC$MU$SE
$3.3B
575 positions
#9Heritage Wealth Management, Inc. /CA/Passive
Slight overlap · 3 shared positions
$INTC$MU$SE
$181M
94 positions
#10All Terrain Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$INTC$MU$USB
$425M
149 positions
#11Walleye Trading LLCPassive
Slight overlap · 3 shared positions
$INTC$MU$USB
$60.0B
4,047 positions
#12Rafferty Asset Management, LLCActive
Slight overlap · 3 shared positions
$INTC$MU$USB
$24.6B
1,057 positions
#13Vanguard Capital Wealth AdvisorsPassive
Slight overlap · 3 shared positions
$INTC$MU$USB
$108M
120 positions
#14GROUP ONE TRADING, L.P.Passive
Slight overlap · 3 shared positions
$INTC$MU$USB
$52.2B
7,822 positions
#15Q Fund Management (Hong Kong) LtdSmart money
Slight overlap · 3 shared positions
$INTC$MU$USB
$107M
33 positions
#16SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive
Slight overlap · 4 shared positions
$INTC$MU$NOW$USB
$893.3B
13,067 positions
#17Three Seasons Wealth, LLCPassive
Slight overlap · 3 shared positions
$INTC$MU$NOW
$262M
187 positions
#18IMC-Chicago, LLCPassive
Slight overlap · 3 shared positions
$INTC$MU$USB
$278.4B
5,950 positions
#19PARUS FINANCE (UK) LtdActive
Slight overlap · 3 shared positions
$INTC$MU$NOW
$334M
37 positions
#20INTEGRITY WEALTH ADVISORS, INC.Active
Slight overlap · 3 shared positions
$INTC$MU$SE
$168M
73 positions
#21Pacific Wealth ManagementSmart money
Slight overlap · 3 shared positions
$INTC$SE$USB
$186M
20 positions
#22Allegiance Financial Group Advisory Services LLCActive
Slight overlap · 3 shared positions
$INTC$MU$NOW
$503M
198 positions
#23Y-Intercept (Hong Kong) LtdPassive
Slight overlap · 4 shared positions
$MU$NOW$SE$USB
$5.3B
1,496 positions
#24Williams & Novak, LLCPassive
Slight overlap · 4 shared positions
$MU$NOW$SE$USB
$134M
143 positions
#25Deane Retirement Strategies, Inc.Passive
Slight overlap · 3 shared positions
$INTC$NOW$SE
$249M
57 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.