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Hedge Funds Similar to Ameliora Wealth Ltd.

13F Portfolio OverlapQ1 2026Ameliora Wealth Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Ameliora Wealth Management Ltd. is an institutional investor managing $314M across 232 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 Ameliora Wealth Ltd. are FULCRUM WEALTH ADVISORS,, Global View, WT Wealth, with shared positions in $SGOL, $PHYS, $GE, $BA, $USB, $SLV. The full ranking of 25 similar funds is below.

#1FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$SGOL$PHYS$GE$BA
$121M
72 positions
#2Global View Capital Management LLCActive
Notable overlap · 4 shared positions
$SGOL$USB$SLV$SAN
$377M
140 positions
#3WT Wealth ManagementPassive
Notable overlap · 4 shared positions
$SGOL$USB$TJX$WM
$336M
138 positions
#4PURE PORTFOLIOS HOLDINGS LLC
Notable overlap · 4 shared positions
$SGOL$IAU$IBIT$BA
$332M
104 positions
#5Encompass More Asset ManagementPassive
Some overlap · 5 shared positions
$SGOL$SLV$USB$MU$IBIT
$597M
251 positions
#6Towneley Capital Management, Inc / DESmart money
Some overlap · 4 shared positions
$SGOL$IAU$DOV$PHYS
$478M
42 positions
#7Terra Nova Asset Management LLCPassive
Some overlap · 4 shared positions
$SGOL$SLV$GE$IAU
$135M
83 positions
#8Wealth Watch Advisors, INCPassive
Some overlap · 4 shared positions
$SGOL$SLV$IAU$IBIT
$239M
126 positions
#9Newman Dignan & Sheerar, Inc.Passive
Some overlap · 3 shared positions
$SGOL$PWR$PANW
$475M
192 positions
#10Clear Retirement Advice LLCActive
Some overlap · 3 shared positions
$SGOL$IAU$TJX
$127M
54 positions
#11Evelyn Partners Asset Management LtdPassive
Some overlap · 4 shared positions
$SGOL$DOV$USB$IAU
$406M
308 positions
#12GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 4 shared positions
$SGOL$TJX$PWR$UNH
$88M
38 positions
#13Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$DOV$IBIT
$163M
55 positions
#14TrustWell Financial Advisors, LLCActive
Some overlap · 4 shared positions
$PHYS$DOV$USB$SGOL
$106M
70 positions
#15Ervin Investment Management, LLCActive
Some overlap · 3 shared positions
$SGOL$GE$BA
$171M
47 positions
#16Worth Asset Management, LLCPassive
Some overlap · 5 shared positions
$SGOL$SLV$USB$MU$OKTA
$268M
182 positions
#17Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$WM$TJX$DOV$BA
$1.2B
263 positions
#18CHILTON CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$TJX$WM$DOV$PWR
$2.9B
658 positions
#19Longbow Finance SAPassive
Some overlap · 5 shared positions
$C$TJX$PWR$GE$PANW
$552M
55 positions
#20Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$PHYS$TJX$USB$PANW
$192M
70 positions
#21Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SGOL$PHYS$IAU
$126M
74 positions
#22TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$TJX$WM$USB$UNH
$1.2B
215 positions
#23Fedenia Advisers LLCActive
Some overlap · 3 shared positions
$SGOL$IAU$MU
$135M
95 positions
#24HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$WM$TJX$DOV
$407M
49 positions
#25DCF Advisers, LLCActive
Some overlap · 5 shared positions
$C$USB$SLV$IAU$MU
$375M
86 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.