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Hedge Funds Similar to WEALTH EFFECTS

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

WEALTH EFFECTS LLC is an institutional investor managing $282M across 237 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 WEALTH EFFECTS are Vanguard Wealth Advisors, AFFINITY INVESTMENT ADVISORS,, Game Creek ,, with shared positions in $MU, $BA, $URI, $DVN, $VZ, $ARWR. The full ranking of 25 similar funds is below.

#1Vanguard Capital Wealth AdvisorsPassive
Some overlap · 7 shared positions
$MU$BA$URI$DVN$VZ$ARWR
$108M
120 positions
#2AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 6 shared positions
$MU$IBM$PFE$URI$VZ$MS
$160M
137 positions
#3Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$MU$IBM$PFE$VRT$VZ
$301M
93 positions
#4ARS Investment Partners, LLCActive
Some overlap · 6 shared positions
$MU$BA$VRT$GEV$MS$IBM
$1.9B
182 positions
#5WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$MU$IBM$PFE$VRT$VZ
$210M
141 positions
#6DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$MU$DHR$IBM$VRT$GEV
$105M
119 positions
#7Oak Grove Capital LLCSmart money
Some overlap · 5 shared positions
$MU$IBM$VRT$ALAB$LNG
$1.2B
92 positions
#8Capstone Capital Management LtdActive
Some overlap · 4 shared positions
$MU$ARWR$BA$PFE
$99M
51 positions
#9Generate Investment Management LtdActive
Some overlap · 5 shared positions
$MU$IBM$DHR$GEV$LNG
$2.0B
70 positions
#10THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MU$DOCN$VRT$GEV
$558M
43 positions
#11Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$MU$BA$PFE$DVN$VZ
$151M
135 positions
#12Morse Asset Management, IncPassive
Some overlap · 5 shared positions
$MU$BA$URI$VRT$GEV
$481M
403 positions
#13Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$MU$BA$DHR$MELI
$566M
28 positions
#14Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$MU$IBM$VRT$VZ
$160M
124 positions
#15Western Financial Corp/CAActive
Some overlap · 3 shared positions
$ARWR$MU$GEV
$255M
127 positions
#16KKM Financial LLCPassive
Some overlap · 3 shared positions
$MU$IBM$BA
$563M
168 positions
#17Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$MU$URI$VRT$LNG
$88M
65 positions
#18KTF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$MU$URI$VRT$MS
$584M
91 positions
#19Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 4 shared positions
$MU$MELI$VRT$GEV
$1.2B
51 positions
#20Retirement Solution LLCActive
Some overlap · 3 shared positions
$MU$IBM$BA
$423M
57 positions
#21CAPITAL ADVISORS INC/OKPassive
Some overlap · 6 shared positions
$IBM$BA$PFE$VZ$GEV$MS
$6.2B
357 positions
#22CERTUITY, LLCPassive
Some overlap · 4 shared positions
$MU$BA$VZ$MS
$1.5B
659 positions
#23Retireful, LLCPassive
Some overlap · 4 shared positions
$MU$VRT$GEV$LNG
$71M
84 positions
#24Tripletail Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MU$IBM$VRT$GEV$MS
$73M
255 positions
#25Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$MU$VRT$GEV$MS
$227M
77 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.