How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WealthCare Investment Partners,

13F Portfolio OverlapQ1 2026WealthCare Investment Partners, portfolio →

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Most similar hedge funds by 13F overlap

WealthCare Investment Partners, LLC is an institutional investor managing $360M across 191 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 WealthCare Investment Partners, are Deane Retirement Strategies,, MinichMacGregor Wealth ,, Risk Paradigm Group,, with shared positions in $IAU, $SAN, $CRM, $NOW, $SE, $MAR. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive

Notable overlap · 5 shared positions

$IAU $SAN $CRM $NOW $SE

$249M

57 positions

#2MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SAN $IAU $MAR $T

$567M

136 positions

#3Risk Paradigm Group, LLCPassive

Notable overlap · 5 shared positions

$SAN $SE $SLV $GSAT $SNOW

$117M

59 positions

#4Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$IAU $SLV $TECK $SE $WT $VZ

$477M

70 positions

#5WESCAP Management Group, Inc.Active

Notable overlap · 7 shared positions

$IAU $SE $WT $SLV $HUM $UNIT

$508M

107 positions

#6DAHRING {-} CUSMANO LLCActive

Notable overlap · 5 shared positions

$IAU $CRM $SLV $F $HUM

$163M

58 positions

#7Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$IAU $SE $WT $UNIT $SNOW $HUM

$337M

117 positions

#8ALTERNA WEALTH MANAGEMENT, INCPassive

Notable overlap · 7 shared positions

$SE $IAU $SLV $SAN $MS $WT

$132M

105 positions

#9Catalyst Investment Management LLCPassive

Notable overlap · 5 shared positions

$IAU $SE $WT $HUM $MS

$90M

65 positions

#10Chicago Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$SAN $SLV $MAR $MS

$251M

59 positions

#11Interactive Financial AdvisorsActive

Notable overlap · 8 shared positions

$SE $SAN $IAU $WT $HUM $SHW

$153M

78 positions

#12Exit Wealth Advisors, LLC.Active

Notable overlap · 5 shared positions

$IAU $SLV $MO $WT $USO

$195M

131 positions

#13CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 7 shared positions

$IAU $SLV $SAN $WT $UNIT $MAR

$149M

96 positions

#14CLEAR WAVE WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$IAU $SAN $UNIT $HUM $VZ $MS

$463M

177 positions

#15WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 5 shared positions

$IAU $SLV $GSAT $UNIT $HUM

$284M

123 positions

#165T Wealth, LLCPassive

Some overlap · 6 shared positions

$SE $GSAT $IAU $WT $SHW $SNOW

$253M

129 positions

#17Cadent Capital Advisors, LLCPassive

Some overlap · 4 shared positions

$SAN $SLV $IAU $MAR

$386M

187 positions

#18TME FINANCIAL, INC.Passive

Some overlap · 6 shared positions

$IAU $SE $UNIT $MS $NOW $SNOW

$144M

65 positions

#19STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Some overlap · 4 shared positions

$IAU $CRM $WT $TECK

$128M

62 positions

#20BCU Wealth Advisors, LLCSmart money

Some overlap · 4 shared positions

$IAU $SE $HUM $MS

$268M

60 positions

#21Arlington Capital Management, Inc.Passive

Some overlap · 3 shared positions

$IAU $SAN $SHW

$177M

111 positions

#22STEPHEN J. GARRY & ASSOCIATES, LLCActive

Some overlap · 4 shared positions

$IAU $SAN $SLV $SNOW

$124M

51 positions

#23Wealth Quarterback LLCPassive

Some overlap · 5 shared positions

$IAU $SAN $SLV $VZ $SHW

$254M

163 positions

#24Nova Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$TECK $IAU $SAN $GSAT $SLV $WT

$154M

545 positions

#25Williams & Novak, LLCPassive

Some overlap · 7 shared positions

$CRM $SLV $SE $IAU $WT $MS

$134M

143 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.