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Hedge Funds Similar to BlackDiamond Wealth

13F Portfolio OverlapQ2 2026BlackDiamond Wealth portfolio →
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Most similar hedge funds by 13F overlap

BlackDiamond Wealth Management, LLC is an institutional investor managing $249M across 226 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BlackDiamond Wealth are Secure Asset, NavPoint Financial, PENNINGTON PARTNERS, with shared positions in $GLDM, $PLTR, $IBIT, $MCD, $CMI, $PNC. The full ranking of 25 similar funds is below.

#1Secure Asset Management, LLCPassive
Some overlap · 4 shared positions
$GLDM$PLTR$IBIT$MCD
$714M
333 positions
#2NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$GLDM$PLTR$IBIT$MCD
$270M
74 positions
#3PENNINGTON PARTNERS & CO., LLCActive
Slight overlap · 3 shared positions
$GLDM$PLTR$IBIT
$312M
131 positions
#4Graetz Wealth LLCActive
Slight overlap · 3 shared positions
$GLDM$PLTR$IBIT
$125M
84 positions
#5Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$GLDM$PLTR$IBIT
$271M
129 positions
#6Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$GLDM$PLTR$CMI
$251M
74 positions
#7Alliance Wealth Advisors, LLC /UTPassive
Slight overlap · 3 shared positions
$GLDM$IBIT$MCD
$530M
235 positions
#8Asempa Wealth AdvisorsActive
Slight overlap · 3 shared positions
$GLDM$IBIT$MCD
$134M
119 positions
#9Collaborative Wealth Managment Inc.Active
Slight overlap · 3 shared positions
$GLDM$IBIT$MCD
$238M
170 positions
#10BRANDYWINE OAK PRIVATE WEALTH LLCActive
Slight overlap · 3 shared positions
$GLDM$PNC$MCD
$1.3B
245 positions
#11Alpha Financial Partners, LLCActive
Slight overlap · 3 shared positions
$GLDM$IBIT$CMI
$190M
118 positions
#12Parcion Private Wealth LLCPassive
Slight overlap · 3 shared positions
$GLDM$PNC$CMI
$1.8B
529 positions
#13InTrack Investment Management IncPassive
Slight overlap · 3 shared positions
$GLDM$PLTR$MCD
$202M
110 positions
#14MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 3 shared positions
$GLDM$PLTR$MCD
$2.2B
633 positions
#15FORONJY FINANCIAL LLCActive
Slight overlap · 3 shared positions
$GLDM$IBIT$PLTR
$272M
108 positions
#16SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$GLDM$PLTR$MCD
$1.1B
136 positions
#17Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$TEVA$PLTR$IBIT
$508M
137 positions
#18RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 3 shared positions
$GLDM$MCD$PLTR
$581M
172 positions
#19Argos Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$PLTR$IBIT
$378M
224 positions
#20Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$GLDM$MCD$CMI
$519M
125 positions
#21MASECO LLPActive
Slight overlap · 4 shared positions
$PNC$MCD$PLTR$GLDM
$3.6B
291 positions
#22Counterweight Ventures, LLCPassive
Slight overlap · 3 shared positions
$RY$PLTR$IBIT
$201M
81 positions
#23WBH ADVISORY INCPassive
Slight overlap · 3 shared positions
$GLDM$MCD$CMI
$1.5B
363 positions
#24Seed Wealth Management, Inc.Active
Slight overlap · 3 shared positions
$RY$PLTR$MCD
$158M
100 positions
#25Mayfair Advisory Group, LLCActive
Slight overlap · 3 shared positions
$RY$PLTR$MCD
$332M
185 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.