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Hedge Funds Similar to New Republic ,

13F Portfolio OverlapQ1 2026New Republic , portfolio →
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Most similar hedge funds by 13F overlap

New Republic Capital, LLC is an institutional investor managing $297M across 312 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 New Republic , are Provenance Wealth Advisors,, Balanced Rock Investment Advisors, BRIDGER ,, with shared positions in $MS, $EPAM, $BRZE, $IAU, $NSC, $SCHW. The full ranking of 25 similar funds is below.

#1Provenance Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$MS$EPAM$BRZE$IAU
$945M
412 positions
#2Balanced Rock Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$NSC$SCHW
$143M
96 positions
#3BRIDGER MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$MS$UBER$MLM
$128M
24 positions
#4Coign Capital Advisors LLCActive
Notable overlap · 4 shared positions
$MS$PM$UBER$SCHW
$190M
80 positions
#5ProVise Management Group, LLCPassive
Notable overlap · 3 shared positions
$MS$PM$SCHW
$1.4B
261 positions
#6SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$MS$PM$SCHW
$482M
173 positions
#7SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$MS$BRZE$SCHW
$103M
37 positions
#8TRB Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MS$BRZE$PM
$704M
285 positions
#9Valley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$MS$BRZE$SCHW
$185M
63 positions
#10Madrid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MS$EPAM$GE
$133M
70 positions
#11Objectivity Squared, LLCActive
Some overlap · 3 shared positions
$MS$UBER$NSC
$159M
55 positions
#12Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$MS$IAU$BRZE$GE$SCHW
$217M
176 positions
#13KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$MS$BRZE$SCHW
$147M
89 positions
#14Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$MS$SCHW$BRZE
$313M
119 positions
#15Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$EPAM$SCHW
$1.1B
127 positions
#16Strategies Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$BRZE$GE
$995M
193 positions
#17LEIGH BALDWIN & CO., LLCPassive
Some overlap · 3 shared positions
$MS$IAU$GE
$154M
163 positions
#18FC Advisory LLCActive
Some overlap · 3 shared positions
$MS$SCHW$BRZE
$342M
115 positions
#19Directional Asset ManagementPassive
Some overlap · 3 shared positions
$MS$UBER$SCHW
$109M
90 positions
#20Nelson, Van Denburg & Campbell Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$MS$SCHW$BRZE
$3.5B
825 positions
#21Bernard Wealth Management Corp.Active
Some overlap · 3 shared positions
$MS$UBER$SCHW
$234M
360 positions
#22Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MS$UBER$PM$SCHW
$343M
115 positions
#23FLAGSTAR ADVISORS INC.Passive
Some overlap · 4 shared positions
$MS$BRZE$SCHW$IAU
$276M
174 positions
#24BCU Wealth Advisors, LLCSmart money
Some overlap · 5 shared positions
$NSC$IAU$MS$PM$GE
$268M
60 positions
#25Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$MS$IAU$BRZE
$299M
101 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.