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Hedge Funds Similar to Seed Wealth ,

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

Seed Wealth Management, Inc. is an institutional investor managing $145M across 98 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 Seed Wealth , are Bulwark, Pine Harbor Wealth ,, M Wealth ,, with shared positions in $OKE, $JHG, $VLTO, $RELX, $AMN, $BRZE. The full ranking of 25 similar funds is below.

#1Bulwark Capital CorpActive
Substantial overlap · 4 shared positions
$OKE$JHG$VLTO$RELX
$162M
100 positions
#2Pine Harbor Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$OKE$AMN$JHG
$334M
102 positions
#3M Wealth Management, LLCActive
Notable overlap · 5 shared positions
$OKE$JHG$BRZE$AMN$PLTR
$119M
55 positions
#4Good Steward Wealth Advisors,LLCPassive
Notable overlap · 3 shared positions
$OKE$BRZE$DE
$156M
68 positions
#5Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AMN$PLTR
$290M
485 positions
#6Sovereign Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$JHG$OKE$VLTO$BRZE
$472M
106 positions
#7Tower Wealth Partners, Inc.Active
Notable overlap · 4 shared positions
$JHG$AMN$MCD$OKE
$181M
87 positions
#81 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 4 shared positions
$JHG$OKE$GSAT$MCD
$277M
270 positions
#9Miller Global Investments, LLCPassive
Notable overlap · 4 shared positions
$JHG$OKE$GSAT$SHEL
$121M
295 positions
#10Sage Mountain Advisors LLCActive
Notable overlap · 3 shared positions
$JHG$BRZE$UNIT
$1.4B
281 positions
#11Dynamic Financial GroupActive
Notable overlap · 4 shared positions
$JHG$DE$UNIT$MCD
$122M
69 positions
#12NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 4 shared positions
$JHG$AMN$GSAT$UNIT
$777M
112 positions
#13COLLECTIVE FAMILY OFFICE LLCPassive
Notable overlap · 4 shared positions
$AMN$OKE$BRZE$UNIT
$489M
161 positions
#14WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$MCD$UNIT
$156M
139 positions
#15Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$JHG$AMN$BRZE
$478M
42 positions
#16Quantum Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$VLTO$UNIT
$891M
231 positions
#17Financial Enhancement Group LLCPassive
Notable overlap · 3 shared positions
$JHG$GSAT$UNIT
$807M
135 positions
#18INSPIRION WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$JHG$UNIT$DE
$803M
181 positions
#19ALLIANZ SEActive
Notable overlap · 3 shared positions
$JHG$SNPS$MCD
$9.0B
473 positions
#20Magnolia Private Wealth, LLCPassive
Notable overlap · 4 shared positions
$JHG$BRZE$UNIT$AMN
$150M
134 positions
#21Grant Street Asset Management, Inc.Smart money
Notable overlap · 3 shared positions
$JHG$MCD$DE
$519M
96 positions
#22Clark Wealth PartnersActive
Notable overlap · 4 shared positions
$OKE$MCD$GSAT$PLTR
$149M
604 positions
#23Traub Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$SNPS$DELL
$101M
130 positions
#24COGENT STRATEGIC WEALTH LLCActive
Notable overlap · 3 shared positions
$AMN$BRZE$PLTR
$97M
56 positions
#25Destiny Wealth Partners, LLCPassive
Notable overlap · 4 shared positions
$JHG$VLTO$PLTR$OKE
$914M
1,148 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.