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Hedge Funds Similar to Seaside Wealth ,

13F Portfolio OverlapQ1 2026Seaside Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Seaside Wealth Management, Inc. is an institutional investor managing $356M across 65 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 Seaside Wealth , are Quaker Wealth ,, TAGStone ,, SpringVest Wealth, with shared positions in $COP, $USB, $HUM, $CL, $TXN, $MAR. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive
Notable overlap · 7 shared positions
$COP$USB$HUM$CL$TXN$MAR
$320M
972 positions
#2TAGStone Capital, Inc.Passive
Notable overlap · 5 shared positions
$COP$USB$DDOG$HUM$MAR
$283M
137 positions
#3SpringVest Wealth Management LLCActive
Notable overlap · 4 shared positions
$COP$USB$DDOG$HUM
$146M
67 positions
#4Foundation Wealth Management, LLC\PAActive
Notable overlap · 5 shared positions
$COP$USB$AMN$NKE$MAR
$284M
91 positions
#5ACTION POINT FINANCIAL PLANNING, LLCActive
Notable overlap · 3 shared positions
$COP$USB$AMN
$112M
69 positions
#6CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 4 shared positions
$COP$USB$HUM$DDOG
$363M
102 positions
#7Integrity Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$DDOG$HUM
$184M
74 positions
#8Strategic Financial Services, Inc.Smart money
Notable overlap · 5 shared positions
$COP$USB$DDOG$NKE$MCK
$2.1B
152 positions
#9Shotwell Rutter Baer IncActive
Notable overlap · 5 shared positions
$COP$USB$AMN$NKE$TXN
$170M
38 positions
#10Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$DDOG
$298M
28 positions
#11WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$HUM
$508M
107 positions
#12American Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$HUM
$750M
159 positions
#13DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$COP$USB$MAR$NKE
$464M
679 positions
#14BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$NKE
$777M
115 positions
#15Cordant, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$NKE
$246M
75 positions
#16Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$COP$USB$NKE
$184M
157 positions
#17Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$DDOG$HUM
$420M
120 positions
#18JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$COP$USB$ADP
$102M
27 positions
#19Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$USB$HON
$1.3B
129 positions
#20NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$DDOG
$5.0B
51 positions
#21Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$COP$USB$CL
$284M
125 positions
#22W.H. Cornerstone Investments Inc.Passive
Notable overlap · 5 shared positions
$COP$USB$AMN$DDOG$TXN
$160M
129 positions
#23SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$COP$USB$AMN$HUM
$154M
39 positions
#24Farrell Financial LLCPassive
Notable overlap · 5 shared positions
$USB$COP$DDOG$HUM$MAR
$167M
76 positions
#25Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$MCK
$552M
93 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.