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Hedge Funds Similar to Significant Wealth Partners

13F Portfolio OverlapQ1 2026Significant Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Significant Wealth Partners LLC is an institutional investor managing $92M across 116 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 Significant Wealth Partners are Muzinich & ,, SageGuard Financial Group,, RETIREMENT PLANNING GROUP, / NY, with shared positions in $HCXY, $FSK, $CGBD, $GSBD, $FDUS, $PGR. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 5 shared positions
$HCXY$FSK$CGBD$GSBD$FDUS
$286M
38 positions
#2SageGuard Financial Group, LLCPassive
Some overlap · 6 shared positions
$PGR$STLD$AGQ$CEG$T$GE
$646M
196 positions
#3RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 5 shared positions
$DHR$PDI$GE$GEV$T
$155M
94 positions
#4PORTLAND INVESTMENT COUNSEL INC.Active
Some overlap · 4 shared positions
$ARES$DHR$GEV$CEG
$312M
55 positions
#5Holocene Advisors, LPPassive
Some overlap · 5 shared positions
$DHR$STLD$GE$GILD$GEV
$41.5B
797 positions
#6TRAN CAPITAL MANAGEMENT, L.P.Active
Some overlap · 3 shared positions
$DHR$PGR$GEV
$728M
71 positions
#7Osprey Private Wealth LLCActive
Some overlap · 3 shared positions
$PGR$ARES$DHR
$345M
77 positions
#8RPS ADVISORY SOLUTIONS LLCActive
Some overlap · 5 shared positions
$DHR$T$GEV$CEG$GE
$176M
108 positions
#9Castle Hook Partners LPSmart money
Some overlap · 3 shared positions
$DHR$DKS$STLD
$23.4B
50 positions
#10PMG Family Office LLCPassive
Some overlap · 4 shared positions
$DHR$GOF$AGQ$GILD
$90M
100 positions
#11guardian investment managementActive
Some overlap · 4 shared positions
$DHR$GE$GEV$T
$127M
60 positions
#12GraniteShares Advisors LLCPassive
Some overlap · 3 shared positions
$ABR$GSBD$DX
$139M
90 positions
#13WINMILL & CO. INCActive
Some overlap · 3 shared positions
$PGR$STLD$DDS
$347M
54 positions
#14CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$CEG$T$GE$GILD$GEV
$1.3B
118 positions
#15ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$PGR$AGQ$GE
$563M
127 positions
#16Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DHR$PDI$GILD
$242M
112 positions
#17Schubert & CoActive
Some overlap · 4 shared positions
$DHR$T$GE$GEV
$123M
69 positions
#18Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$ARES$DKS$PAG
$4.1B
30 positions
#19Sound Income Strategies, LLCPassive
Some overlap · 3 shared positions
$HCXY$T$DHR
$2.1B
2,596 positions
#20Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 3 shared positions
$GOF$AGQ$PDI
$294M
115 positions
#21MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$STLD$AGQ$T$GE
$121M
61 positions
#22Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$DHR$AGQ$DDS$CEG
$130M
96 positions
#23SHARPEPOINT LLCPassive
Some overlap · 4 shared positions
$HCXY$DHR$T$GEV
$168M
86 positions
#24J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$DHR$T$GILD
$89M
84 positions
#25RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$FSK$GOF$BIT$CGBD
$2.0B
542 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.