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Hedge Funds Similar to Hibernia Wealth Partners

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

Hibernia Wealth Partners, LLC is an institutional investor managing $185M across 82 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 Hibernia Wealth Partners are Spahn Wealth & Retirement, Richard C. Young & , LTD., CALIBER WEALTH , / KS, with shared positions in $SLV, $C, $AXP, $IBIT, $APH, $ADI. The full ranking of 25 similar funds is below.

#1Spahn Wealth & Retirement LLCActive
Some overlap · 4 shared positions
$SLV$C$AXP$IBIT
$155M
38 positions
#2Richard C. Young & CO., LTD.Passive
Slight overlap · 3 shared positions
$SLV$APH$ADI
$1.4B
101 positions
#3CALIBER WEALTH MANAGEMENT, LLC / KSActive
Slight overlap · 3 shared positions
$SLV$APH$ADI
$1.0B
300 positions
#4LMR Partners LLPPassive
Slight overlap · 3 shared positions
$SLV$APH$IBIT
$26.8B
1,491 positions
#5Coign Capital Advisors LLCActive
Slight overlap · 5 shared positions
$APH$C$CI$ADI$AXP
$222M
88 positions
#6RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$SLV$ADI$MCD
$1.1B
90 positions
#7Cushing Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$SLV$ADI$MCD
$145M
99 positions
#8BlueChip Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$SLV$C$MCD$IBIT
$264M
172 positions
#9PALLADIEM, LLCActive
Slight overlap · 3 shared positions
$SLV$ADI$IBIT
$103M
136 positions
#10INVESTMENT PARTNERS, LTD.Passive
Slight overlap · 3 shared positions
$SLV$MCD$IBIT
$320M
167 positions
#11Wealth Watch Advisors, INCActive
Slight overlap · 3 shared positions
$SLV$MCD$IBIT
$309M
142 positions
#12RIA Advisory Group LLCActive
Slight overlap · 3 shared positions
$SLV$MCD$IBIT
$460M
154 positions
#13Corecam AGActive
Slight overlap · 3 shared positions
$SLV$IBIT$ADI
$117M
50 positions
#14POWER WEALTH MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$SLV$C$CI
$291M
118 positions
#15THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Slight overlap · 4 shared positions
$SLV$APH$ADI$MCD
$275M
1,236 positions
#16GLOBALT Investments LLC / GAActive
Slight overlap · 3 shared positions
$SLV$C$ADI
$3.0B
213 positions
#17BIRINYI ASSOCIATES INCSmart money
Slight overlap · 5 shared positions
$C$ADI$AXP$SBUX$MCD
$423M
61 positions
#18Corecam Pte. Ltd.Passive
Slight overlap · 3 shared positions
$SLV$IBIT$C
$264M
82 positions
#19Midway Capital Research & ManagementActive
Slight overlap · 5 shared positions
$APH$ADI$AXP$MCD$SBUX
$126M
114 positions
#20CenterStar Asset Management, LLCActive
Slight overlap · 4 shared positions
$SLV$C$AXP$SBUX
$589M
234 positions
#21Ameliora Wealth Management Ltd.Passive
Slight overlap · 3 shared positions
$SLV$C$IBIT
$337M
229 positions
#22EVERMAY WEALTH MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$APH$SLV$AXP$MCD
$971M
651 positions
#23Sterling Investment Counsel, LLCActive
Slight overlap · 4 shared positions
$APH$C$ADI$MCD
$425M
197 positions
#24MUIRFIELD WEALTH ADVISORS LLCPassive
Slight overlap · 3 shared positions
$SLV$AXP$ADI
$153M
87 positions
#25B. Metzler seel. Sohn & Co. AGActive
Slight overlap · 4 shared positions
$APH$C$ADI$MCD
$11.6B
709 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.