13F Pro

Hedge Funds Similar to Tactive Advisors,

13F Portfolio OverlapQ1 2026Tactive Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Tactive Advisors, LLC is an institutional investor managing $406M across 282 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 Tactive Advisors, are Clarus Wealth Advisors, IAM Advisory,, Fielder Group, with shared positions in $NTRB, $REGN, $AGQ, $SHW, $AMD, $PLTR. The full ranking of 25 similar funds is below.

#1Clarus Wealth AdvisorsPassive
Some overlap · 6 shared positions
$NTRB$REGN$AGQ$SHW$AMD$PLTR
$235M
88 positions
#2IAM Advisory, LLCActive
Some overlap · 7 shared positions
$AGQ$SHW$GSAT$REGN$AMD$PLTR
$446M
95 positions
#3Fielder Capital Group LLCPassive
Some overlap · 7 shared positions
$AGQ$TME$SII$GSAT$IAUM$PLTR
$459M
290 positions
#4Navera Investment Management Ltd.Active
Some overlap · 3 shared positions
$ADP$BR$CDNS
$3.9B
56 positions
#5Long Road Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ADP$BR$GEV
$255M
78 positions
#6Anson Capital, Inc.Passive
Some overlap · 5 shared positions
$AGQ$REGN$MKL$GSAT$SIVR
$146M
90 positions
#7RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 6 shared positions
$NTRB$IBIT$MKL$PLTR$GEV$AMD
$132M
85 positions
#8HBW Advisory Services LLCPassive
Some overlap · 5 shared positions
$REGN$FCFS$SHW$GSAT$GEV
$949M
444 positions
#9ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$REGN$TME$SII
$237M
89 positions
#10Owen LaRue, LLCPassive
Some overlap · 7 shared positions
$REGN$NTRB$PLTR$IBIT$GEV$SHW
$261M
128 positions
#11Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$FCFS$AGQ$GSAT$PLTR$AMD
$154M
545 positions
#12Benson Wealth Management INCPassive
Some overlap · 8 shared positions
$IBIT$SHW$GSAT$REGN$AGQ$AMD
$73M
354 positions
#13NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$NTRB$REGN$AMD$PLTR$IBIT
$232M
168 positions
#14Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$AGQ$ADP$SHW$SCHW
$448M
108 positions
#15FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$AGQ$REGN$AMD$PLTR$SCHW
$719M
135 positions
#16SAYBROOK CAPITAL /NCActive
Some overlap · 3 shared positions
$ADP$SHW$MKL
$371M
42 positions
#17GTS SECURITIES LLCPassive
Some overlap · 7 shared positions
$AGQ$TME$PLTR$SCHW$GSAT$NTRB
$2.8B
1,482 positions
#18IMC-Chicago, LLCPassive
Some overlap · 5 shared positions
$AGQ$IBIT$AMD$ETHA$PLTR
$278.4B
5,950 positions
#19Madrona Financial Services, LLCActive
Some overlap · 5 shared positions
$REGN$CDNS$SHW$GSAT$AMD
$457M
123 positions
#20NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$ADP$BR$AMD
$326M
86 positions
#21Virtue Capital Management, LLCPassive
Some overlap · 5 shared positions
$AGQ$CDNS$MKL$SIVR$GEV
$657M
322 positions
#22Corecam Pte. Ltd.Active
Some overlap · 5 shared positions
$IBIT$TME$SII$GSAT$ETHA
$231M
65 positions
#23Corecam AGActive
Some overlap · 5 shared positions
$IBIT$TME$SII$GSAT$ETHA
$117M
59 positions
#24Darwin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FCFS$NTRB$AMD
$321M
604 positions
#25Guardian Capital, LLCPassive
Some overlap · 6 shared positions
$SHW$NTRB$REGN$PLTR$AMD$GEV
$105M
81 positions

Compare Tactive Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Tactive Advisors,’s holdings

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.