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Hedge Funds Similar to UNIQUE WEALTH,

13F Portfolio OverlapQ1 2026UNIQUE WEALTH, portfolio →
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Most similar hedge funds by 13F overlap

UNIQUE WEALTH, LLC is an institutional investor managing $723M across 182 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 UNIQUE WEALTH, are ACIMA PRIVATE WEALTH,, Centerline Wealth Advisors,, Clear Creek Financial ,, with shared positions in $DJP, $XYZ, $DDOG, $SHW, $MAR, $MCD. The full ranking of 25 similar funds is below.

#1ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 6 shared positions
$DJP$XYZ$DDOG$SHW$MAR$MCD
$319M
177 positions
#2Centerline Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$DDOG$XYZ$SE$IAU$SAN
$278M
73 positions
#3Clear Creek Financial Management, LLCPassive
Some overlap · 7 shared positions
$BITB$SE$REGN$IAU$AGQ$SHW
$1.3B
608 positions
#4BEAM WEALTH ADVISORS, INC.Active
Some overlap · 6 shared positions
$BITB$SE$AGQ$IAU$REGN$DHR
$402M
108 positions
#5Ackerman Capital Advisors, LLCActive
Some overlap · 5 shared positions
$DJP$DDOG$IAU$MCD$IBIT
$488M
115 positions
#6SAGESPRING WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$XYZ$SE$IAU$DDOG$SAN
$5.5B
791 positions
#7RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$DJP$DDOG$IAU
$170M
87 positions
#8Beaird Harris Wealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$BITB$IAU$SHW$AGQ
$1.5B
686 positions
#9MMA ASSET MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$XYZ$SE$AGQ$DDOG$REGN$JHG
$284M
179 positions
#10ForthRight Wealth Management, LLCActive
Some overlap · 5 shared positions
$DDOG$XYZ$AGQ$DHR$MCK
$353M
75 positions
#11Aprio Wealth Management, LLCPassive
Some overlap · 5 shared positions
$DDOG$REGN$AGQ$JHG$MCD
$1.8B
613 positions
#12ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DJP$REGN$AGQ
$237M
89 positions
#13Cassaday & Co Wealth Management LLCActive
Some overlap · 5 shared positions
$DJP$SE$AGQ$MAR$MCD
$4.7B
1,361 positions
#14HIGHLINE WEALTH PARTNERS LLCPassive
Some overlap · 6 shared positions
$SE$BITB$IAU$DDOG$JHG$MAR
$392M
1,298 positions
#15Apollon Financial, LLCPassive
Some overlap · 7 shared positions
$AGQ$IAU$SAN$SHW$REGN$JHG
$723M
260 positions
#16Storen Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$XYZ$SE$IAU$SAN$DHR
$319M
102 positions
#17Dynasty Wealth Management, LLCActive
Some overlap · 7 shared positions
$XYZ$SE$IAU$SAN$DHR$IBIT
$11.5B
333 positions
#18TRUE Private Wealth AdvisorsPassive
Some overlap · 5 shared positions
$DJP$IAU$MAR$JHG$DHR
$1.0B
266 positions
#19Archer Investment Management, LLCPassive
Some overlap · 6 shared positions
$DDOG$SE$IAU$MAR$IBIT$SAN
$238M
108 positions
#20OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$DJP$XYZ$TMO$DHR
$1.9B
197 positions
#215T Wealth, LLCPassive
Some overlap · 5 shared positions
$DDOG$SE$REGN$IAU$SHW
$253M
129 positions
#22Carmignac GestionActive
Some overlap · 6 shared positions
$XYZ$SE$TMO$REGN$MCK$ACN
$6.5B
112 positions
#23Carter Financial Group, INC.Passive
Some overlap · 5 shared positions
$BITB$DDOG$SAN$SHW$JHG
$162M
126 positions
#24Trek Financial, LLCPassive
Some overlap · 3 shared positions
$DJP$AGQ$SE
$1.9B
472 positions
#25Centurion Wealth Management LLCPassive
Some overlap · 6 shared positions
$AGQ$IAU$REGN$TMO$SE$IBIT
$444M
316 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.