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Hedge Funds Similar to Bulltick Wealth

13F Portfolio OverlapQ2 2026Bulltick Wealth portfolio →
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Most similar hedge funds by 13F overlap

Bulltick Wealth Management, LLC is an institutional investor managing $490M across 134 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 Bulltick Wealth are Unify Financial Advisors, Modus Advisors, GFG, with shared positions in $DELL, $PH, $UBER, $CRM, $SBUX, $IAU. The full ranking of 25 similar funds is below.

#1Unify Financial AdvisorsPassive
Notable overlap · 5 shared positions
$DELL$PH$UBER$CRM$SBUX
$108M
90 positions
#2Modus Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$IBIT$BX$UBER$PLTR
$405M
118 positions
#3GFG Capital, LLCPassive
Notable overlap · 5 shared positions
$DELL$BX$UBER$NOW$ACN
$363M
100 positions
#4ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 4 shared positions
$DELL$IAU$IBIT$PLTR
$753M
223 positions
#5True Vision MN LLC
Notable overlap · 4 shared positions
$IAU$CRM$VRT$PLTR
$194M
98 positions
#6Highlander Partners, L.P.Smart money
Notable overlap · 3 shared positions
$DELL$VRT$BX
$298M
44 positions
#7Arnhold LLCActive
Notable overlap · 4 shared positions
$IAU$VRT$UBER$ONON
$1.4B
113 positions
#8HARTLINE INVESTMENT CORP/Active
Notable overlap · 6 shared positions
$DELL$VRT$NET$PLTR$UBER$NOW
$1.1B
115 positions
#9Advocacy Wealth Management, LLCActive
Notable overlap · 5 shared positions
$VRT$IAU$UBER$NOW$ASML
$2.8B
151 positions
#10Cravens & Co Advisors, LLCActive
Notable overlap · 6 shared positions
$SAP$CRM$BX$NVO$NET$SBUX
$149M
67 positions
#11Montaka Global Pty LtdActive
Notable overlap · 4 shared positions
$CRM$BX$UBER$NOW
$178M
20 positions
#12Faithward Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$VRT$PLTR$NET$ASML
$819M
339 positions
#13Dash Acquisitions Inc.Active
Notable overlap · 4 shared positions
$SAP$CRM$ACN$NOW
$494M
72 positions
#14Kessler Investment Group, LLCPassive
Notable overlap · 4 shared positions
$CRM$VRT$PLTR$NOW
$234M
81 positions
#15Kamunting Street Capital Management, L.P.Active
Notable overlap · 4 shared positions
$BX$IBIT$CRM$ACN
$179M
25 positions
#16KIECKHEFER GROUP LLCSmart money
Notable overlap · 3 shared positions
$DELL$VRT$PLTR
$246M
65 positions
#17Avalon Global Asset Management LLCActive
Notable overlap · 5 shared positions
$VRT$PH$PLTR$NET$NOW
$917M
38 positions
#18Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$DELL$IBIT
$829M
163 positions
#19Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$DELL$IAU$IBIT
$955M
337 positions
#20Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$PLTR$DELL$UBER$NOW
$175M
71 positions
#21TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 4 shared positions
$DELL$IAU$UBER$OWL
$983M
170 positions
#22SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$VRT$PH$UBER$ONON$NU$ASML
$255M
144 positions
#23Stelac Advisory Services LLCPassive
Some overlap · 6 shared positions
$VRT$PH$AMP$NVO$PLTR$IBIT
$537M
168 positions
#24Geneva Partners, LLCPassive
Some overlap · 4 shared positions
$DELL$VRT$PH$ASML
$375M
75 positions
#25Fearless Solutions, LLC dba Best InvestPassive
Some overlap · 4 shared positions
$IAU$BX$NOW$SBUX
$189M
139 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.