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Hedge Funds Similar to Resolute Wealth Strategies

13F Portfolio OverlapQ2 2026Resolute Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Resolute Wealth Strategies, LLC is an institutional investor managing $258M across 132 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Resolute Wealth Strategies are Nepsis, EDGEWOOD, Ranch Advisors, with shared positions in $SHOP, $AMGN, $RDDT, $BX, $T, $UNP. The full ranking of 25 similar funds is below.

#1Nepsis Inc.Active
Some overlap · 3 shared positions
$SHOP$AMGN$RDDT
$295M
28 positions
#2EDGEWOOD MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SHOP$BX$RDDT
$9.7B
90 positions
#3Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$AMGN$T$BX
$316M
157 positions
#4Canal Capital Management, LLCPassive
Some overlap · 4 shared positions
$BX$AMGN$T$UNP
$819M
220 positions
#5guardian investment managementActive
Some overlap · 3 shared positions
$AMGN$BX$AXP
$155M
60 positions
#6Stony Point Capital LLCActive
Some overlap · 4 shared positions
$SHOP$RDDT$PLTR$SNDK
$1.5B
30 positions
#7Fountainhead AM, LLCPassive
Some overlap · 4 shared positions
$AMGN$BX$PLTR$SNDK
$135M
221 positions
#8StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$AMGN$BX$PLTR
$351M
267 positions
#9FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 3 shared positions
$AMGN$BX$UNP
$5.3B
210 positions
#10White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BX$AMGN$PLTR$AXP
$143M
89 positions
#11ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$AMGN$BX$PLTR
$169M
64 positions
#12CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$AMGN$T$PLTR
$1.5B
118 positions
#13OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$AMGN$BX$PLTR
$329M
323 positions
#14MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$AMGN$BX$AXP$UNP
$167M
134 positions
#15Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SHOP$RDDT$PLTR
$93M
81 positions
#16Advanced Asset Management Advisors IncActive
Some overlap · 3 shared positions
$AMGN$T$UNP
$380M
85 positions
#17Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$BX$AMGN$SHOP$PLTR
$599M
225 positions
#18MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$SHOP$PLTR
$636M
262 positions
#19First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$AMGN$BX$UNP
$529M
75 positions
#20Granite Bay Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMGN$BX$SLV
$1.1B
170 positions
#21FISHMAN JAY A LTD/MISmart money
Some overlap · 3 shared positions
$BX$RDDT$AXP
$1.3B
79 positions
#22Weaver Capital Management LLCPassive
Some overlap · 3 shared positions
$SHOP$AMGN$PLTR
$454M
172 positions
#23Lodestone Wealth Management LLCPassive
Some overlap · 3 shared positions
$AMGN$BX$AXP
$283M
781 positions
#24BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AMGN$BX$AXP
$247M
74 positions
#25Wellington Shields Capital Management, LLCPassive
Some overlap · 4 shared positions
$BX$RDDT$AXP$SLV
$788M
334 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.