What hedge funds are most similar to Activest Wealth Management?

The funds with the most similar 13F portfolios to Activest Wealth Management are DISCOVERY , / CT, Retireful,, Palouse ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Activest Wealth

13F Portfolio OverlapQ1 2026Activest Wealth portfolio →

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Most similar hedge funds by 13F overlap

Activest Wealth Management is an institutional investor managing $518M across 1,477 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 Activest Wealth are DISCOVERY , / CT, Retireful,, Palouse ,, with shared positions in $MU, $IBIT, $YPF, $GGAL, $BBAR, $WT. The full ranking of 25 similar funds is below.

#1DISCOVERY CAPITAL MANAGEMENT, LLC / CTPassive

Some overlap · 5 shared positions

$MU $IBIT $YPF $GGAL $BBAR

$1.9B

77 positions

#2Retireful, LLCPassive

Some overlap · 3 shared positions

$MU $WT $DELL

$71M

84 positions

#3Palouse Capital Management, Inc.Passive

Some overlap · 4 shared positions

$MU $ALPS $DELL $UNH

$151M

135 positions

#4Kamunting Street Capital Management, L.P.Active

Some overlap · 4 shared positions

$MU $IBIT $UNH $SLV

$183M

28 positions

#5TKG Advisors, LLCPassive

Some overlap · 3 shared positions

$MU $ALPS $DELL

$242M

89 positions

#6Q Fund Management (Hong Kong) LtdSmart money

Some overlap · 4 shared positions

$MU $IBIT $UNH $UBER

$107M

33 positions

#7AXS Investments LLCActive

Slight overlap · 4 shared positions

$MU $WT $ALPS $UBER

$248M

189 positions

#8CALIFORNIA FIRST LEASING CORPActive

Slight overlap · 3 shared positions

$MU $IBIT $UNH

$312M

39 positions

#9T3 Companies, LLCPassive

Slight overlap · 3 shared positions

$MU $IBIT $SLV

$77M

159 positions

#10BYRNE FINANCIAL FREEDOM, LLCPassive

Slight overlap · 3 shared positions

$MU $DELL $WT

$209M

103 positions

#11TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive

Slight overlap · 3 shared positions

$MU $IBIT $UBER

$671M

59 positions

#12Collar Capital Management, LLCPassive

Slight overlap · 3 shared positions

$MU $ALPS $UNH

$155M

72 positions

#13KTF INVESTMENTS, LLCActive

Slight overlap · 3 shared positions

$MU $DELL $UNH

$584M

91 positions

#14SEAVIEW INVESTMENT MANAGERS LLCPassive

Slight overlap · 3 shared positions

$MU $IBIT $SLV

$277M

73 positions

#15Virtus Wealth Solutions LLCActive

Slight overlap · 3 shared positions

$MU $DELL $SLV

$525M

54 positions

#16Blue Line Capital, LLC / ILPassive

Slight overlap · 3 shared positions

$MU $ALPS $UBER

$88M

65 positions

#17PKO BP BANKOWY Universal Pension Society JSCActive

Slight overlap · 3 shared positions

$MU $DELL $UBER

$214M

13 positions

#18SIG BROKERAGE, LPPassive

Slight overlap · 3 shared positions

$MU $IBIT $UNH

$3.8B

769 positions

#19First Washington CORPActive

Slight overlap · 3 shared positions

$MU $ALL $UBER

$353M

50 positions

#20Richard C. Young & CO., LTD.Active

Slight overlap · 3 shared positions

$MU $DELL $SLV

$1.2B

93 positions

#21Forefront Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$MU $WT $IBIT $UBER

$239M

162 positions

#22Rakuten Securities, Inc.Passive

Slight overlap · 3 shared positions

$MU $UNH $SLV

$241M

879 positions

#23Appaloosa LPActive

Slight overlap · 3 shared positions

$MU $UNH $UBER

$5.9B

31 positions

#24Taikang Asset Management (Hong Kong) Co LtdPassive

Slight overlap · 3 shared positions

$MU $UNH $UBER

$1.0B

75 positions

#25Employees Provident Fund BoardActive

Slight overlap · 3 shared positions

$MU $UNH $UBER

$13.2B

70 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.