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Hedge Funds Similar to Wealth Preservation Advisors,

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

Wealth Preservation Advisors, LLC is an institutional investor managing $120M across 1,035 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 Wealth Preservation Advisors, are Lalia ,, Enstar Group LTD, Next, with shared positions in $OBDC, $APO, $KKR, $UBER, $WFC, $UNP. The full ranking of 25 similar funds is below.

#1Lalia Capital, LLCActive
Some overlap · 3 shared positions
$OBDC$APO$KKR
$158M
13 positions
#2Enstar Group LTDActive
Some overlap · 3 shared positions
$OBDC$APO$KKR
$217M
9 positions
#3Next Capital Management LLCPassive
Some overlap · 3 shared positions
$OBDC$KKR$APO
$330M
134 positions
#4AEGON USA Investment Management, LLCSmart money
Some overlap · 4 shared positions
$UBER$APO$KKR$WFC
$128M
41 positions
#5PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$UBER$APO$KKR$WFC
$402M
112 positions
#6FIRST NATIONAL BANK SIOUX FALLSPassive
Some overlap · 5 shared positions
$APO$KKR$UBER$WFC$UNP
$366M
147 positions
#7Trinity Financial Advisors LLCActive
Some overlap · 4 shared positions
$OBDC$KKR$WFC$UNP
$351M
89 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$UBER$SPG$DE$NEM
$942M
33 positions
#9Oak Harvest Investment ServicesPassive
Some overlap · 6 shared positions
$KKR$DE$MS$AEM$UNP$MCD
$958M
176 positions
#10WEALTHSPAN PARTNERS, LLCPassive
Slight overlap · 5 shared positions
$KKR$UNIT$DE$WFC$MCD
$284M
123 positions
#11Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Slight overlap · 3 shared positions
$UBER$APO$KKR
$1.5B
55 positions
#12ADVENT CAPITAL MANAGEMENT /DE/Passive
Slight overlap · 3 shared positions
$UBER$APO$KKR
$3.6B
215 positions
#13Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive
Slight overlap · 3 shared positions
$UBER$APO$KKR
$506M
57 positions
#14Long Focus Capital Management, LLCActive
Slight overlap · 3 shared positions
$UBER$APO$KKR
$3.8B
97 positions
#15Juno Financial Group LLCActive
Slight overlap · 4 shared positions
$UBER$KKR$DE$SE
$255M
70 positions
#16Grange Capital, LLCActive
Slight overlap · 3 shared positions
$OBDC$KKR$UNIT
$100M
46 positions
#17Wilkinson Global Asset Management LLCActive
Slight overlap · 6 shared positions
$UBER$DE$UNP$PGR$MCD$WFC
$1.3B
60 positions
#18Regal Partners LtdActive
Slight overlap · 6 shared positions
$APO$WFC$NEM$AEM$UNP$KGC
$1.8B
106 positions
#19Blue Whale Capital LLPActive
Slight overlap · 4 shared positions
$UBER$APO$NEM$QXO
$2.1B
26 positions
#20WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 5 shared positions
$KKR$UNIT$WFC$PNC$MCD
$156M
139 positions
#21MARKEL GROUP INC.Active
Slight overlap · 4 shared positions
$APO$KKR$DE$PGR
$11.9B
129 positions
#22Samjo Management, LLCActive
Slight overlap · 4 shared positions
$APO$KKR$DE$QXO
$231M
55 positions
#23New England Research & Management, Inc.Passive
Slight overlap · 5 shared positions
$UBER$MS$WFC$UNP$MCD
$237M
143 positions
#24Prairiewood Capital, LLCActive
Slight overlap · 3 shared positions
$OBDC$DE$WFC
$346M
77 positions
#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$UNIT$UBER$DE$UNP$APH
$697M
218 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.