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Hedge Funds Similar to Activest Wealth

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

Activest Wealth Management is an institutional investor managing $540M across 1,052 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 Activest Wealth are MATTERS, Karras Company, LSV ASSET, with shared positions in $DELL, $IBIT, $ALL, $UBER, $SNX, $YPF. The full ranking of 25 similar funds is below.

#1MATTERS CAPITAL LLCPassive
Slight overlap · 4 shared positions
$DELL$IBIT$ALL$UBER
$143M
75 positions
#2Karras Company, Inc.Active
Slight overlap · 4 shared positions
$DELL$ALL$SNX$UBER
$109M
65 positions
#3LSV ASSET MANAGEMENTActive
Slight overlap · 3 shared positions
$DELL$ALL$SNX
$55.1B
889 positions
#4LWM Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$DELL$IBIT$YPF
$56M
80 positions
#5Ardmore Road Asset Management LPPassive
Slight overlap · 3 shared positions
$DELL$IBIT$UBER
$1.7B
70 positions
#6Bulltick Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DELL$IBIT$UBER
$490M
134 positions
#7VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$DELL$IBIT$FBTC
$248M
158 positions
#8ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$DELL$IBIT$FBTC
$709M
91 positions
#9Proficio Capital Partners LLCPassive
Slight overlap · 4 shared positions
$DELL$IBIT$UBER$SLV
$2.8B
691 positions
#10Buck Wealth Strategies, LLCPassive
Slight overlap · 3 shared positions
$DELL$ALL$UBER
$956M
1,170 positions
#11Alan B. Lancz & Associates, Inc.Passive
Slight overlap · 3 shared positions
$DELL$ALL$UBER
$115M
138 positions
#12Clare Market Investments LLCActive
Slight overlap · 4 shared positions
$DELL$IBIT$UBER$SLV
$548M
174 positions
#13JANE STREET GROUP, LLCPassive
Slight overlap · 3 shared positions
$DELL$IBIT$SLV
$1.2T
11,385 positions
#14Planning Strategies Inc.Active
Slight overlap · 3 shared positions
$IBIT$DELL$ALL
$169M
1,159 positions
#15Banco BTG Pactual S.A.Passive
Slight overlap · 4 shared positions
$IBIT$YPF$GGAL$UBER
$1.2B
194 positions
#16Steamboat Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$DELL$CIFR$APLD
$468M
59 positions
#17Mizuho Markets Cayman LPActive
Slight overlap · 3 shared positions
$DELL$SLV$IREN
$2.7B
95 positions
#18Guild Investment Management, Inc.Active
Slight overlap · 3 shared positions
$DELL$SLV$FBTC
$146M
59 positions
#19Wealth Quarterback LLCActive
Slight overlap · 3 shared positions
$DELL$SLV$FBTC
$328M
180 positions
#20AMERICAN FINANCIAL GROUP INCActive
Slight overlap · 3 shared positions
$KBDC$MSDL$UBER
$284M
73 positions
#21Maridea Wealth Management LLCPassive
Slight overlap · 3 shared positions
$DELL$CIFR$IREN
$924M
547 positions
#22Corecam AGActive
Slight overlap · 3 shared positions
$IBIT$ALL$SLV
$117M
50 positions
#23Marathon Trading Investment Management LLCActive
Slight overlap · 5 shared positions
$IBIT$SLV$IREN$APLD$OPEN
$3.2B
278 positions
#24Alpine Fox Capital LLCActive
Slight overlap · 4 shared positions
$IBIT$OPEN$CIFR$IREN
$211M
20 positions
#25PING CAPITAL MANAGEMENT, INC.Active
Slight overlap · 4 shared positions
$YPF$GGAL$BBAR$LOMA
$541M
86 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.