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Hedge Funds Similar to Roger Wittlin Investment Advisory

13F Portfolio OverlapQ3 2026Roger Wittlin Investment Advisory portfolio →
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Most similar hedge funds by 13F overlap

Roger Wittlin Investment Advisory, LLC is an institutional investor managing $128M across 46 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Roger Wittlin Investment Advisory are NavPoint Financial, QUEST INVESTMENT, Christensen, King & Associates Investment Services, with shared positions in $IAU, $DOV, $PLTR, $PLD. The full ranking of 24 similar funds is below.

#1NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$DOV$PLTR
$283M
75 positions
#2QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$PLD$PLTR
$856M
115 positions
#3Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$PLTR$IAU$DOV
$276M
121 positions
#4BSW Wealth PartnersActive
Some overlap · 3 shared positions
$IAU$DOV$PLTR
$899M
331 positions
#5FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$DOV
$857M
394 positions
#6EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$DOV
$3.0B
4,392 positions
#7Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 3 shared positions
$IAU$DOV$PLTR
$437M
707 positions
#8Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$PLTR$IAU$DOV
$181M
570 positions
#9Gross & Hartman Investments LLCActive
Some overlap · 3 shared positions
$PLTR$DOV$PLD
$226M
80 positions
#10Sovran Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$DOV$IAU
$1.3B
615 positions
#11PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$DOV$PLTR$IAU
$312M
131 positions
#12Vantage Point Financial LLCActive
Slight overlap · 3 shared positions
$DOV$PLTR$IAU
$328M
188 positions
#13MAYPORT, LLCSmart money
Slight overlap · 3 shared positions
$DOV$PLTR$IAU
$645M
134 positions
#14Endowment Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$DOV$IAU$PLTR
$259M
181 positions
#15Cresset Asset Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$DOV$IAU
$27.6B
1,747 positions
#16Sageworth Trust CoActive
Slight overlap · 3 shared positions
$DOV$IAU$PLTR
$2.5B
127 positions
#17Downshift Financial, LLCActive
Slight overlap · 3 shared positions
$DOV$IAU$PLTR
$232M
725 positions
#18Breakwater Investment ManagementActive
Slight overlap · 3 shared positions
$DOV$PLTR$IAU
$302M
774 positions
#19LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$DOV$PLTR$IAU
$713M
379 positions
#20Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$DOV$PLTR$IAU
$271M
129 positions
#21Koa Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PLD$IAU$DOV
$154M
55 positions
#22CARDIFF PARK ADVISORS, LLCActive
Slight overlap · 3 shared positions
$IAU$DOV$PLTR
$1.3B
354 positions
#23Summit Trail Advisors, LLCActive
Slight overlap · 3 shared positions
$PLTR$DOV$IAU
$7.9B
1,474 positions
#24Cordant, Inc.Active
Slight overlap · 3 shared positions
$IAU$PLTR$DOV
$278M
353 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.