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Hedge Funds Similar to Strait & Sound Wealth

13F Portfolio OverlapQ1 2026Strait & Sound Wealth portfolio →
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Most similar hedge funds by 13F overlap

Strait & Sound Wealth Management LLC is an institutional investor managing $269M across 172 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 Strait & Sound Wealth are Crawford Fund ,, North Forty Two &, McGuire Investment Group,, with shared positions in $ABNB, $SA, $WT, $AMGN, $AMD, $PLTR. The full ranking of 25 similar funds is below.

#1Crawford Fund Management, LLCPassive
Some overlap · 3 shared positions
$ABNB$SA$WT
$520M
183 positions
#2North Forty Two & Co.Passive
Some overlap · 3 shared positions
$ABNB$WT$AMGN
$108M
97 positions
#3McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$AMD$PLTR$WT$MS$AMGN
$885M
121 positions
#4Palacios Wealth Management, LLCActive
Some overlap · 5 shared positions
$AMD$PLTR$AMGN$IBM$MS
$160M
75 positions
#5Yoder Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ABNB$WT$PLTR
$219M
124 positions
#6Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$ABNB$WT$PLTR$AMGN
$215M
74 positions
#7Mason & Associates IncActive
Some overlap · 5 shared positions
$AMD$PLTR$WT$MS$NLY
$516M
160 positions
#8Bulwark Capital CorpActive
Some overlap · 3 shared positions
$ABNB$WT$MS
$162M
100 positions
#9Warren Street Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$ABNB$WT$AMGN$PLTR
$393M
129 positions
#10JPL Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WT$AMGN$MDLZ$IBM$MS
$435M
1,554 positions
#11GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$AMD$WT$AMGN$IBM
$109M
70 positions
#12Grey Ledge Advisors, LLCPassive
Some overlap · 4 shared positions
$AMD$WT$AMGN$IBM
$443M
239 positions
#13CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$AMD$PLTR$WT$IBM
$121M
104 positions
#14Paragon Capital Management LtdActive
Some overlap · 4 shared positions
$ABNB$WT$IBM$AMGN
$476M
199 positions
#15WILLNER & HELLER, LLCPassive
Some overlap · 4 shared positions
$AMD$PLTR$WT$AMGN
$134M
161 positions
#16bLong Financial, LLCActive
Some overlap · 4 shared positions
$AMD$AMGN$IBM$MS
$132M
76 positions
#17OSSIAMActive
Some overlap · 4 shared positions
$AMD$PLTR$AMGN$ABNB
$5.7B
388 positions
#18ORG Partners LLC
Some overlap · 5 shared positions
$PLTR$WT$MS$MDLZ$AMGN
$568M
1,708 positions
#19VERUS CAPITAL PARTNERS, LLCActive
Some overlap · 4 shared positions
$AMD$PLTR$MS$MDLZ
$1.5B
469 positions
#20IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AMD$WT$AMGN$PLTR
$446M
95 positions
#21Castle Rock Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$WT$AMGN$IBM
$462M
262 positions
#22Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMD$AMGN$MS
$646M
274 positions
#23Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$ABNB$WT$PLTR
$597M
251 positions
#24Insight Advisors, LLC/ PAActive
Some overlap · 4 shared positions
$AMD$WT$PLTR$MS
$525M
243 positions
#25GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$WT$AMGN$PLTR$MS
$126M
999 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.