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Hedge Funds Similar to SURIENCE PRIVATE WEALTH

13F Portfolio OverlapQ1 2026SURIENCE PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SURIENCE PRIVATE WEALTH LLC is an institutional investor managing $93M across 40 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 SURIENCE PRIVATE WEALTH are SBE DBA CEDAR COVE WEALTH PARTNERS, ADAPT WEALTH ADVISORS,, Payne, with shared positions in $ALPS, $SHW, $USB, $PHYS, $PSLV, $HOOD. The full ranking of 25 similar funds is below.

#1SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$ALPS$SHW$USB
$191M
88 positions
#2ADAPT WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$ALPS$SHW$USB
$276M
106 positions
#3Payne Capital LLCPassive
Some overlap · 3 shared positions
$ALPS$SHW$USB
$109M
55 positions
#4Kera Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$PHYS$ALPS$PSLV$HOOD$SHW
$815M
570 positions
#5TCP Asset Management, LLCActive
Some overlap · 3 shared positions
$SHW$PHYS$AGQ
$778M
133 positions
#6ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$ALPS$AGQ
$353M
75 positions
#7HC Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$PHYS$PSLV$USB
$149M
60 positions
#8Joseph P. Lucia & Associates, LLCPassive
Some overlap · 3 shared positions
$SHW$ALPS$AGQ
$280M
169 positions
#9SFI Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$PSLV$AGQ
$95M
48 positions
#10ABBINGTON INVESTMENT GROUPActive
Some overlap · 4 shared positions
$VALE$PSLV$AGQ$USB
$172M
51 positions
#11Element Wealth, LLCPassive
Some overlap · 3 shared positions
$ALPS$SHW$AGQ
$242M
207 positions
#12Beaird Harris Wealth Management, LLCActive
Some overlap · 7 shared positions
$DDOG$PHYS$PSLV$SHW$HOOD$USB
$1.5B
686 positions
#13Summit Financial Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$AGQ$USB
$705M
193 positions
#14MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$USB
$508M
88 positions
#15Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$USB
$199M
100 positions
#16IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$AGQ$USB
$446M
95 positions
#17LexAurum Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$PHYS$USB
$771M
400 positions
#18Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$HOOD$AGQ
$550M
74 positions
#19Fiduciary Planning LLCActive
Some overlap · 3 shared positions
$SHW$ALPS$HOOD
$331M
76 positions
#20KICKSTAND VENTURES, LLC.Active
Some overlap · 3 shared positions
$SHW$ALPS$AGQ
$475M
130 positions
#21RiverFront Investment Group, LLCActive
Some overlap · 3 shared positions
$SHW$PHYS$USB
$6.5B
384 positions
#22ALTFEST L J & CO INCPassive
Some overlap · 3 shared positions
$SHW$AGQ$USB
$935M
326 positions
#23Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$DDOG$AGQ
$1.8B
613 positions
#24Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$SHW$USB$AGQ
$619M
255 positions
#25SMART Wealth LLCPassive
Some overlap · 3 shared positions
$ALPS$PSLV$USB
$341M
207 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.