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 Bulltick Wealth ,

13F Portfolio OverlapQ1 2026Bulltick Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Bulltick Wealth Management, LLC is an institutional investor managing $453M across 137 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 Bulltick Wealth , are Arnhold, Stelac Advisory Services, Beacon Harbor Wealth Advisors,, with shared positions in $IAU, $VRT, $UNH, $ONON, $UBER, $ADBE. The full ranking of 25 similar funds is below.

#1Arnhold LLCActive

Notable overlap · 6 shared positions

$IAU $VRT $UNH $ONON $UBER $ADBE

$1.4B

118 positions

#2Stelac Advisory Services LLCPassive

Notable overlap · 6 shared positions

$VRT $PH $WT $UNH $APO $AMP

$494M

163 positions

#3Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$IAU $VRT $WT $UNH

$477M

70 positions

#4STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive

Some overlap · 4 shared positions

$IAU $CRM $PH $WT

$128M

62 positions

#5WealthCare Investment Partners, LLCPassive

Some overlap · 5 shared positions

$IAU $CRM $WT $NOW $USO

$360M

191 positions

#6Deane Retirement Strategies, Inc.Passive

Some overlap · 4 shared positions

$IAU $CRM $NOW $ADBE

$249M

57 positions

#7GFS Advisors, LLCPassive

Some overlap · 5 shared positions

$PH $WT $CRM $ONON $DELL

$785M

159 positions

#8AVAII WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$IAU $WT $NVO $KMB $UNH

$287M

158 positions

#9HARBER ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$CRM $SAP $UNH $NOW

$156M

41 positions

#10First Growth Capital LLCActive

Some overlap · 5 shared positions

$VRT $PH $IAU $NVO $UNH

$111M

129 positions

#11CHIRON CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$SAP $CRM $UNH $KMB $NOW $ADBE

$98M

117 positions

#12Exit Wealth Advisors, LLC.Active

Some overlap · 4 shared positions

$IAU $WT $USO $IBIT

$195M

131 positions

#13Farrell Financial LLCPassive

Some overlap · 5 shared positions

$IAU $WT $NOW $CRM $UBER

$167M

76 positions

#14Zuckerman Investment Group, LLCActive

Some overlap · 3 shared positions

$CRM $VRT $ADBE

$1.1B

135 positions

#15Dash Acquisitions Inc.Active

Some overlap · 4 shared positions

$CRM $SAP $NOW $ADBE

$480M

68 positions

#16Modus Advisors, LLCPassive

Some overlap · 4 shared positions

$IAU $IBIT $CRM $UBER

$363M

117 positions

#17Broussard Financial Group LLCActive

Some overlap · 3 shared positions

$IAU $WT $IBIT

$125M

29 positions

#18Alpha Zero LLCActive

Some overlap · 3 shared positions

$IAU $WT $IBIT

$198M

79 positions

#19Hamilton Wealth, LLCActive

Some overlap · 3 shared positions

$IAU $WT $USO

$1.4B

114 positions

#20AlTi Global, Inc.Active

Some overlap · 6 shared positions

$IAU $NOW $WT $UBER $IBIT $UNH

$4.6B

437 positions

#21CEERA INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$CRM $WT $UNH $ADBE

$228M

93 positions

#22ATX Financial Planning, LLCPassive

Some overlap · 4 shared positions

$IAU $APO $WT $IBIT

$132M

81 positions

#23Timber Creek Capital Management LLCPassive

Some overlap · 3 shared positions

$IAU $CRM $SAP

$412M

78 positions

#24Boothe Investment Group, Inc.Active

Some overlap · 4 shared positions

$VRT $WT $NOW $UBER

$311M

40 positions

#25Petrus Trust Company, LTASmart money

Some overlap · 3 shared positions

$CRM $SAP $KMB

$915M

27 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.