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Hedge Funds Similar to UDINE WEALTH ,

13F Portfolio OverlapQ1 2026UDINE WEALTH , portfolio →
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Most similar hedge funds by 13F overlap

UDINE WEALTH MANAGEMENT, INC. is an institutional investor managing $205M across 35 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 UDINE WEALTH , are ADVENT /DE/, Xcel Wealth ,, Henson-Edgewater ,, with shared positions in $BAC, $APO, $BA, $RIVN, $UBER, $RH. The full ranking of 25 similar funds is below.

#1ADVENT CAPITAL MANAGEMENT /DE/Passive
Notable overlap · 5 shared positions
$BAC$APO$BA$RIVN$UBER
$3.6B
215 positions
#2Xcel Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BAC$BA$RH$PLTR$UBER
$362M
133 positions
#3Henson-Edgewater Management, LLCPassive
Notable overlap · 4 shared positions
$BAC$PLTR$BA$UBER
$157M
66 positions
#4PIER 88 INVESTMENT PARTNERS LLCPassive
Notable overlap · 5 shared positions
$BAC$APO$BA$UBER$BE
$402M
112 positions
#5Marathon Trading Investment Management LLCActive
Notable overlap · 7 shared positions
$BE$IBIT$BA$BABA$BAC$RIVN
$3.7B
294 positions
#6General Pension Society PZU Joint Stock CoSmart money
Notable overlap · 3 shared positions
$BAC$INTC$BA
$407M
15 positions
#7Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BAC$PLTR$UBER
$395M
187 positions
#8MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$PLTR$UPS$RKT$BA$INTC
$121M
61 positions
#9HOERTKORN RICHARD CHARLESActive
Some overlap · 3 shared positions
$BAC$BA$INTC
$122M
75 positions
#10Nishkama Capital, LLCActive
Some overlap · 6 shared positions
$BE$NU$RKT$GRAB$UBER$WRBY
$1.6B
52 positions
#11Genesis Financial Group, LLCPassive
Some overlap · 6 shared positions
$PLTR$BE$HOOD$BABA$UBER$LMND
$158M
103 positions
#12Morangie Management LLCActive
Some overlap · 3 shared positions
$BAC$PLTR$UBER
$109M
34 positions
#13Skaana Management L.P.Active
Some overlap · 4 shared positions
$BAC$RIVN$BA$APO
$296M
158 positions
#14Kultura Capital Management LPActive
Some overlap · 4 shared positions
$BE$PLTR$HOOD$INTC
$638M
53 positions
#15Accuvest Global AdvisorsPassive
Some overlap · 5 shared positions
$PLTR$NU$APO$BABA$UBER
$107M
57 positions
#16DCM Advisors, LLCActive
Some overlap · 3 shared positions
$BAC$BA$RH
$220M
38 positions
#17Capricorn Fund Managers LtdPassive
Some overlap · 3 shared positions
$BAC$HOOD$APO
$641M
114 positions
#18SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$BAC$UPS$BA
$3.0B
40 positions
#19Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$BE$RKLB$PLTR
$382M
43 positions
#20BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$BAC$UPS$UBER
$176M
78 positions
#21FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$PLTR$BAC$BA$UBER$HOOD
$719M
135 positions
#22CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$BAC$PLTR$UPS
$1.3B
118 positions
#23Pavion Blue Capital, LLCPassive
Some overlap · 3 shared positions
$BAC$UPS$INTC
$230M
108 positions
#24Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$UPS$APO$BA$INTC
$155M
72 positions
#25SOMA EQUITY PARTNERS LPActive
Some overlap · 4 shared positions
$BE$RKT$RIVN$UBER
$1.4B
20 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.