Hedge Funds Similar to SURIENCE PRIVATE WEALTH

13F Portfolio OverlapQ3 2026SURIENCE PRIVATE WEALTH portfolio →

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Most similar hedge funds by 13F overlap

SURIENCE PRIVATE WEALTH LLC is an institutional investor managing $104M across 43 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 SURIENCE PRIVATE WEALTH are Hurley, ADVOCATE GROUP, Philadelphia Financial of San Francisco, with shared positions in $MS, $PHYS, $PSLV, $TER, $GIS, $CB. The full ranking of 23 similar funds is below.

#1Hurley Capital, LLCPassive

Notable overlap · 4 shared positions

$MS $PHYS $PSLV $TER

$193M

678 positions

#2ADVOCATE GROUP LLCPassive

Some overlap · 3 shared positions

$646M

122 positions

#3Philadelphia Financial Management of San Francisco, LLCActive

Some overlap · 3 shared positions

$496M

45 positions

#4A. D. Beadell Investment Counsel, Inc.Passive

Some overlap · 3 shared positions

$151M

100 positions

#5Paladin Advisory Group, LLCPassive

Some overlap · 3 shared positions

$151M

243 positions

#6BEAM WEALTH ADVISORS, INC.Active

Some overlap · 3 shared positions

$STT $PHYS $PSLV

$453M

117 positions

#7INSPIRE TRUST CO, N.A.Passive

Some overlap · 3 shared positions

$727M

111 positions

#8Entruity Wealth, LLCActive

Some overlap · 3 shared positions

$PHYS $PSLV $MS

$155M

54 positions

#9DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive

Some overlap · 3 shared positions

$2.3B

170 positions

#10Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 3 shared positions

$PHYS $PSLV $MS

$250M

217 positions

#11K.J. Harrison & Partners IncPassive

Some overlap · 3 shared positions

$PHYS $PSLV $MS

$706M

224 positions

#12WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$PHYS $PSLV $STT

$911M

99 positions

#13Fidelis Capital Partners, LLCPassive

Some overlap · 3 shared positions

$PHYS $PSLV $MS

$1.7B

538 positions

#14Abbot Financial Management, Inc.Passive

Some overlap · 3 shared positions

$293M

141 positions

#15Essential Partners LLCPassive

Some overlap · 3 shared positions

$219M

2,852 positions

#16Cyndeo Wealth Partners, LLCPassive

Slight overlap · 3 shared positions

$2.2B

562 positions

#17Kintegral Advisory, LLCPassive

Slight overlap · 3 shared positions

$1.3B

233 positions

#18Delta Accumulation, LLCActive

Slight overlap · 3 shared positions

$2.5B

156 positions

#19SMART Wealth LLCPassive

Slight overlap · 3 shared positions

$464M

222 positions

#20Koss-Olinger Consulting, LLCSmart money

Slight overlap · 3 shared positions

$1.3B

172 positions

#21Kingsview Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$STT $PSLV $PHYS

$8.3B

1,432 positions

#22Blueprint Financial Advisors LLCActive

Slight overlap · 3 shared positions

$PHYS $PSLV $STT

$900M

131 positions

#23Blueprint Investment Partners LLCActive

Slight overlap · 3 shared positions

$PHYS $PSLV $STT

$1.2B

159 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.