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Hedge Funds Similar to Three Bridge Wealth Advisors,

13F Portfolio OverlapQ1 2026Three Bridge Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Three Bridge Wealth Advisors, LLC is an institutional investor managing $364M across 86 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 Three Bridge Wealth Advisors, are Catalyst Investment, Evelyn Partners Asset Ltd, Proficio Partners, with shared positions in $IAU, $DOV, $HUM, $UL, $DIS, $ASML. The full ranking of 25 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$IAU$DOV$HUM
$90M
65 positions
#2Evelyn Partners Asset Management LtdPassive
Some overlap · 6 shared positions
$DOV$IAU$UL$DIS$ASML$USB
$406M
308 positions
#3Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$IAU$DOV$USB
$1.9B
248 positions
#4Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$DOV$UL$ASML$SBUX
$266M
180 positions
#5DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$IAU$RBLX$HUM
$163M
58 positions
#6Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$IAU$DOV$HUM
$578M
118 positions
#7BANNERMAN WEALTH MANAGEMENT GROUP, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$DIS
$148M
32 positions
#8Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$IAU$DOV$USB$HUM
$98M
68 positions
#9LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$IAU$MDT$PANW$GD$USB
$135M
83 positions
#10West Family Investments, Inc.Passive
Some overlap · 3 shared positions
$IAU$DOV$ASML
$285M
259 positions
#11TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$DOV$USB$HUM
$871M
173 positions
#12Bigelow Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$DIS$GD$USB$HUM
$250M
153 positions
#13SAGE RHINO CAPITAL LLCPassive
Some overlap · 4 shared positions
$IAU$COIN$ASML$USB
$535M
330 positions
#14Systelligence, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$USB
$514M
56 positions
#15RAM Investment Partners, LLCActive
Some overlap · 3 shared positions
$IAU$RBLX$DOV
$569M
121 positions
#16Financial Harvest, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$DIS
$170M
57 positions
#17Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$IAU$USB$HUM
$186M
163 positions
#18CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money
Some overlap · 3 shared positions
$DOV$IAU$HUM
$6.3B
64 positions
#19CPR Investments Inc.Active
Some overlap · 4 shared positions
$IAU$UL$GD$PANW
$150M
51 positions
#20Weil Company, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$SBUX
$445M
115 positions
#21Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$UL$ASML
$412M
78 positions
#22CAPE ANN SAVINGS BANKPassive
Some overlap · 3 shared positions
$IAU$MDT$GD
$199M
121 positions
#23Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$ASML$PANW
$224M
60 positions
#24Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$PANW
$350M
147 positions
#25AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$NVO$HUM
$287M
158 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.