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Hedge Funds Similar to Straight Path Wealth

13F Portfolio OverlapQ1 2026Straight Path Wealth portfolio →
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Most similar hedge funds by 13F overlap

Straight Path Wealth Management is an institutional investor managing $374M across 129 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 Straight Path Wealth are Wealth Partners,, Gunpowder , dba Oliver Wealth, Arnhold, with shared positions in $IAU, $PLTR, $ALAB, $ARKO, $SLV, $PFE. The full ranking of 25 similar funds is below.

#1Wealth Management Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$ALAB$ARKO
$350M
147 positions
#2Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$132M
408 positions
#3Arnhold LLCActive
Some overlap · 5 shared positions
$IAU$PFE$COHR$SLV$VZ
$1.4B
118 positions
#4Arcadia Wealth Management, Inc.Smart money
Some overlap · 3 shared positions
$IAU$PFE$PLTR
$185M
55 positions
#5Arlington Capital Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$PLTR$PHYS
$177M
111 positions
#6BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$PFE$VZ
$353M
57 positions
#7Biltmore Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$PHYS$ABT$SLV
$716M
325 positions
#8DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$163M
58 positions
#9Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$PFE$VZ
$265M
75 positions
#10AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$LYB$PLTR
$287M
158 positions
#11NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$ARKO
$247M
71 positions
#12Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$701M
261 positions
#13LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SSL$HLT$VZ
$135M
83 positions
#14New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$PHYS$SLV
$567M
61 positions
#15Kure Advisory, LLCActive
Some overlap · 4 shared positions
$IAU$PLTR$SLV$BP
$184M
56 positions
#16Red Mountain Financial, LLCPassive
Some overlap · 3 shared positions
$IAU$PFE$SLV
$106M
79 positions
#17VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$ABT$ROK
$361M
123 positions
#18Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$ABT$SLV
$91M
36 positions
#19FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$ABT$VZ
$1.2B
150 positions
#20Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$SLV
$459M
290 positions
#21LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$IAU$PLTR$VZ
$378M
89 positions
#22Wealth Quarterback LLCPassive
Some overlap · 3 shared positions
$IAU$SLV$VZ
$254M
163 positions
#23GenWealth Group, Inc.Active
Some overlap · 4 shared positions
$IAU$PLTR$VZ$PFE
$584M
85 positions
#24PINNEY & SCOFIELD, INC.Active
Some overlap · 3 shared positions
$IAU$PFE$BP
$185M
243 positions
#25Highland Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$HLT$SSL
$379M
67 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.