Hedge Funds Similar to SOFI WEALTH,

13F Portfolio OverlapQ1 2026SOFI WEALTH, portfolio →

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Most similar hedge funds by 13F overlap

SOFI WEALTH, LLC is an institutional investor managing $2.1B across 52 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 SOFI WEALTH, are MA Private Wealth, VCI Wealth, A4 Wealth Advisors, with shared positions in $VLTO, $IAU, $MUFG, $RBLX, $IBIT, $SOFI. The full ranking of 25 similar funds is below.

#1MA Private WealthActive

Some overlap · 4 shared positions

$VLTO $IAU $MUFG $RBLX

$591M

86 positions

#2VCI Wealth Management LLCPassive

Some overlap · 3 shared positions

$VLTO $IAU $IBIT

$361M

123 positions

#3A4 Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$VLTO $IAU $IBIT

$122M

103 positions

#4Graetz Wealth LLCPassive

Slight overlap · 3 shared positions

$VLTO $IAU $IBIT

$112M

80 positions

#5Veridan Wealth LLCActive

Slight overlap · 3 shared positions

$VLTO $IAU $MUFG

$270M

80 positions

#6SYON CAPITAL LLCPassive

Slight overlap · 3 shared positions

$VLTO $IAU $RBLX

$2.0B

906 positions

#7Centennial Bank/AR/Passive

Slight overlap · 3 shared positions

$VLTO $MUFG $IBIT

$279M

323 positions

#8ALESCO ADVISORS LLCActive

Slight overlap · 3 shared positions

$VLTO $MUFG $IAU

$3.9B

243 positions

#9Summit Wealth Group, LLCActive

Slight overlap · 3 shared positions

$IAU $VLTO $MUFG

$436M

126 positions

#10Weil Company, Inc.Passive

Slight overlap · 3 shared positions

$IAU $VLTO $MUFG

$445M

115 positions

#11LifePlan Investment Advisors, Inc.Passive

Slight overlap · 3 shared positions

$IAU $VLTO $MUFG

$254M

122 positions

#12GOULD ASSET MANAGEMENT LLC /CA/Active

Slight overlap · 3 shared positions

$VLTO $IAU $MUFG

$576M

171 positions

#13Savvy Advisors, Inc.Passive

Slight overlap · 3 shared positions

$VLTO $IAU $RBLX

$3.7B

1,141 positions

#14Archer Investment Management, LLCPassive

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$238M

108 positions

#15WEALTHGARDEN F.S. LLCPassive

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$147M

165 positions

#16Sharkey, Howes & JaverActive

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$742M

153 positions

#17TME FINANCIAL, INC.Passive

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$144M

65 positions

#18Centurion Wealth Management LLCPassive

Slight overlap · 3 shared positions

$IAU $VLTO $IBIT

$444M

316 positions

#19Cranbrook Wealth Management, LLCActive

Slight overlap · 3 shared positions

$IAU $IBIT $RBLX

$492M

385 positions

#20CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$6.3B

64 positions

#21Outlook Wealth Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $VLTO $RBLX

$413M

310 positions

#22Ameliora Wealth Management Ltd.Passive

Slight overlap · 3 shared positions

$SOFI $IAU $IBIT

$314M

232 positions

#23Envestnet Portfolio Solutions, Inc.Passive

Slight overlap · 3 shared positions

$IAU $VLTO $MUFG

$18.1B

1,286 positions

#24Financial Futures Ltd Liability Co.Active

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$228M

72 positions

#25Alaska Wealth AdvisorsSmart money

Slight overlap · 3 shared positions

$IAU $MUFG $IBIT

$833M

85 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.