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Hedge Funds Similar to DENVER WEALTH ,

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

DENVER WEALTH MANAGEMENT, INC. is an institutional investor managing $291M across 100 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 DENVER WEALTH , are Payne, Provident Wealth ,, Endowment Wealth ,, with shared positions in $LAZ, $WT, $SHW, $AMN, $AGQ, $HUM. The full ranking of 25 similar funds is below.

#1Payne Capital LLCPassive
Some overlap · 3 shared positions
$LAZ$WT$SHW
$109M
55 positions
#2Provident Wealth Management, LLCActive
Some overlap · 5 shared positions
$LAZ$WT$AMN$AGQ$HUM
$331M
134 positions
#3Endowment Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$WT$LAZ$JHG$SHW$IAU
$226M
165 positions
#4Bravias Capital Group, LLCActive
Some overlap · 6 shared positions
$WT$SLV$SHW$SIVR$GLDM$AGQ
$153M
96 positions
#5CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WT$SLV$JHG$AMN
$309M
132 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$SLV$JHG$IAU$PFE
$477M
70 positions
#7Cornerstone Planning Group LLCPassive
Some overlap · 5 shared positions
$WT$SLV$LAZ$IAU$GLDM
$749M
1,818 positions
#8Encompass More Asset ManagementPassive
Some overlap · 5 shared positions
$WT$SLV$SIVR$GLDM$AGQ
$597M
251 positions
#9Exit Wealth Advisors, LLC.Active
Some overlap · 4 shared positions
$WT$SLV$JHG$IAU
$195M
131 positions
#10IAG Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WT$SLV$JHG$HUM
$896M
509 positions
#11MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 5 shared positions
$WT$SLV$SHW$AGQ$IAU
$147M
52 positions
#12CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 4 shared positions
$WT$SLV$SHW$IAU
$149M
96 positions
#13truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$WT$SLV$DIA$COP$HUM
$97M
49 positions
#14GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 6 shared positions
$WT$JHG$SLV$SHW$GLDM$HUM
$5.5B
999 positions
#15MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$WT$SLV$SIVR$IAU$WFC
$1.3B
143 positions
#16AIFG Consultants Ltd.
Some overlap · 4 shared positions
$WT$SLV$JHG$GLDM
$58M
54 positions
#17PCG Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$SLV$JHG$WT$SHW$AMN
$395M
164 positions
#18Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$WT$SLV$IAU$HUM
$837M
258 positions
#19Wealthcare Advisory Partners LLCPassive
Some overlap · 7 shared positions
$WT$JHG$AMN$SLV$GLDM$AGQ
$5.1B
1,073 positions
#20WT Wealth ManagementPassive
Some overlap · 5 shared positions
$WT$JHG$SHW$SIVR$GLDM
$336M
138 positions
#21Empirical Asset Management, LLCPassive
Some overlap · 3 shared positions
$WT$SLV$AGQ
$379M
396 positions
#22Premier Private Wealth Management LLCPassive
Some overlap · 3 shared positions
$WT$SLV$AGQ
$95M
53 positions
#23Broussard Financial Group LLCActive
Some overlap · 3 shared positions
$WT$SLV$IAU
$125M
29 positions
#24VISTA INVESTMENT MANAGEMENTPassive
Some overlap · 5 shared positions
$WT$PNC$JHG$COP$WFC
$301M
176 positions
#25IAM Advisory, LLCActive
Some overlap · 5 shared positions
$WT$PNC$SHW$AMN$AGQ
$446M
95 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.