13F Pro

Hedge Funds Similar to Chemistry Wealth

13F Portfolio OverlapQ2 2026Chemistry Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Chemistry Wealth Management LLC is an institutional investor managing $625M across 210 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Chemistry Wealth are Timber Creek, Sharkey, Howes & Javer, Adalta, with shared positions in $IAU, $BN, $ELV, $ABNB, $BDX, $SCHW. The full ranking of 25 similar funds is below.

#1Timber Creek Capital Management LLCPassive
Notable overlap · 7 shared positions
$IAU$BN$ELV$ABNB$BDX$SCHW
$490M
80 positions
#2Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$BAH$AXP$ELV
$829M
163 positions
#3Adalta Capital Management LLCPassive
Notable overlap · 3 shared positions
$BN$AXP$MKL
$228M
103 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 5 shared positions
$IAU$BKNG$SCHW$BDX$ELV
$637M
125 positions
#5Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$276M
157 positions
#6Palisades Hudson Asset Management, L.P.Active
Notable overlap · 4 shared positions
$IAU$AXP$MKL$DE
$286M
108 positions
#7PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 5 shared positions
$IAU$SCHW$DE$SPGI$CRM
$2.8B
186 positions
#8EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$194M
119 positions
#9Elevated Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$CRM
$365M
125 positions
#10Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$AXP$CRM$IAUM
$236M
52 positions
#11CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$AXP$BDX$DE
$347M
97 positions
#12LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SPGI$CRM$NKE
$143M
89 positions
#13Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$BKNG$ABNB
$1.2B
265 positions
#14GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$ELV$BKNG$SCHW$AMP
$906M
153 positions
#15INKWELL CAPITAL LLCActive
Some overlap · 7 shared positions
$AXP$MKL$ELV$SCHW$UHAL$OXY
$96M
31 positions
#16Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$SCHW$DE
$362M
116 positions
#17Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$SCHW$DE
$181M
70 positions
#18Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$DE$IAUM
$180M
73 positions
#19Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SPGI$IAUM
$145M
99 positions
#20Permanens Capital L.P.Active
Some overlap · 3 shared positions
$IAU$SPGI$IAUM
$972M
100 positions
#21Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DE$BKNG
$246M
210 positions
#22NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$IAUM$AXP
$270M
74 positions
#23Sather Financial Group IncActive
Some overlap · 4 shared positions
$BN$MKL$SPGI$NKE
$1.7B
121 positions
#24BARR E S & COActive
Some overlap · 4 shared positions
$AXP$BN$MKL$SCHW
$1.8B
112 positions
#25Unison Asset Management LLCActive
Some overlap · 5 shared positions
$AXP$ELV$BKNG$DE$NKE
$246M
32 positions

Compare Chemistry Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Chemistry Wealth’s holdings

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.