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Hedge Funds Similar to Objective

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

Objective Capital Management, LLC is an institutional investor managing $113M across 103 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 Objective are PANORAMIC INVESTMENT ADVISORS, Kastel Advisors, Compass Ion Advisors, with shared positions in $IBIT, $FBTC, $ETN, $DOV, $NEE, $AMGN. The full ranking of 25 similar funds is below.

#1PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$IBIT$FBTC$ETN
$209M
141 positions
#2Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$FBTC$DOV
$158M
57 positions
#3Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$FBTC$IBIT$DOV$NEE$AMGN
$1.2B
297 positions
#4Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$NOTV$IBIT$ETN$FBTC
$190M
118 positions
#5PEAK FINANCIAL ADVISORS LLCPassive
Some overlap · 5 shared positions
$EW$ETN$MS$LNG$KMI
$242M
78 positions
#6A4 Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$ETN$MS$AMGN
$151M
92 positions
#7Blue Line Capital, LLC / ILPassive
Some overlap · 7 shared positions
$LNG$EW$ETN$KMI$HBAN$PLTR
$120M
92 positions
#8MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$FBTC$DOV
$280M
177 positions
#9Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$IBIT$OGE$PLTR
$257M
128 positions
#10RED REEF ADVISORS LLCPassive
Some overlap · 5 shared positions
$IBIT$ETN$DOV$MS$PLTR
$108M
183 positions
#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IBIT$ETN$PLTR
$753M
223 positions
#12AlphaStar Capital Management, LLCActive
Some overlap · 4 shared positions
$NOTV$IBIT$ETN$PLTR
$1.6B
280 positions
#13BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$FBTC$HBAN$KMI
$453M
117 positions
#14Shade Tree Advisors LLCSmart money
Some overlap · 3 shared positions
$IBIT$FBTC$DOV
$172M
29 positions
#15Texas Capital Bank Wealth Management Services IncActive
Some overlap · 3 shared positions
$IBIT$MS$NEE
$1.9B
349 positions
#16United Asset Strategies, Inc.Passive
Some overlap · 5 shared positions
$EW$ETN$LNG$KMI$AMGN
$1.4B
259 positions
#17Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$NOTV$KMI$AMGN
$1.0B
207 positions
#18DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$EW$ETN$DOV$AMGN
$124M
100 positions
#19BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IBIT$EW$MS
$447M
134 positions
#20PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$IBIT$DOV$PLTR
$312M
131 positions
#21NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IBIT$DOV$PLTR
$270M
74 positions
#22EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IBIT$HBAN$NEE
$236M
98 positions
#23Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$IBIT$KMI$PLTR
$56.3B
552 positions
#24Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$IBIT$ETN$NEE
$159M
71 positions
#25Financial Sense Advisors, Inc.Passive
Some overlap · 6 shared positions
$IBIT$LNG$WHR$PLTR$NEE$AMGN
$508M
137 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.