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Hedge Funds Similar to Thrive ,

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

Thrive Capital Management, LLC is an institutional investor managing $456M across 169 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 Thrive , are WINNOW WEALTH, Brindle & Bay Financial Advisors,, Carolina Wealth Advisors,, with shared positions in $GILD, $FLEX, $CF, $EOG, $VZ, $FOX. The full ranking of 25 similar funds is below.

#1WINNOW WEALTH LLCPassive
Notable overlap · 16 shared positions
$GILD$FLEX$CF$EOG$VZ$FOX
$130M
123 positions
#2Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 19 shared positions
$UNIT$GLDM$SCHW$CF$EOG$FOX
$163M
67 positions
#3Carolina Wealth Advisors, LLCPassive
Notable overlap · 7 shared positions
$GILD$VZ$MO$TROW$GLDM$CCZ
$240M
278 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 7 shared positions
$GILD$EOG$SNA$SCHW$ACN$CCZ
$105M
62 positions
#5Center for Wealth Management AdvisoryActive
Some overlap · 7 shared positions
$EOG$VZ$CME$ACN$MS$CCZ
$139M
62 positions
#6Peak Retirement Planning, Inc.Passive
Some overlap · 7 shared positions
$UNIT$SCHW$HIMS$UTHR$FLEX$CF
$501M
152 positions
#7Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$GILD$CF$EOG$VZ$TROW
$200M
53 positions
#8Oakmont Advisory Group, LLCPassive
Some overlap · 9 shared positions
$FLEX$SCHW$GILD$GLDM$DHR$MS
$98M
119 positions
#9Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$GILD$VZ$MO$SNA$MS$CCZ
$613M
247 positions
#10Verity & Verity, LLCActive
Some overlap · 5 shared positions
$GILD$VZ$MO$ACN$VICI
$1.3B
138 positions
#11L2 Asset Management, LLCPassive
Some overlap · 6 shared positions
$CF$GILD$GLDM$UTHR$FLEX$FOX
$1.1B
397 positions
#12Financial Advisors Network, Inc.Passive
Some overlap · 5 shared positions
$GILD$MO$SCHW$UNIT$EOG
$724M
204 positions
#13WEST MICHIGAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$EOG$GILD$CCZ$MO$ITW$VZ
$455M
298 positions
#14BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DHR$VZ$SCHW$MS$EOG
$506M
75 positions
#15NatWest Group plcActive
Some overlap · 5 shared positions
$CF$GILD$CME$CBOE$MS
$462M
44 positions
#16Parrish Capital LLCPassive
Some overlap · 4 shared positions
$GILD$VZ$SCHW$CBOE
$112M
86 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$GILD$SCHW$MS$ACN$CCZ
$1.4B
56 positions
#18FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$FLEX$DHR$SCHW$AVY
$102M
56 positions
#19Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$VZ$MO$TROW$ACN$CCZ
$114M
45 positions
#20Robinson Value Management, Ltd.Passive
Some overlap · 5 shared positions
$EOG$TROW$GLDM$ACN$CCZ
$180M
73 positions
#21DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$VZ$CME$SNA$ACN$ITW
$1.8B
269 positions
#22American Investment Services, Inc.Active
Some overlap · 4 shared positions
$UNIT$VZ$GLDM$SCHW
$448M
132 positions
#23HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$SCHW$GILD$MS$MO
$293M
166 positions
#24UNITED BANKActive
Some overlap · 5 shared positions
$EOG$GILD$CME$ITW$SCHW
$781M
121 positions
#25Center For Asset Management LLCPassive
Some overlap · 5 shared positions
$UNIT$UTHR$FOX$MO$VZ
$201M
144 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.