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Hedge Funds Similar to Traveka Wealth

13F Portfolio OverlapQ3 2026Traveka Wealth portfolio →
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Most similar hedge funds by 13F overlap

Traveka Wealth, LLC is an institutional investor managing $324M across 213 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Traveka Wealth are DMC Group, Five Oceans Advisors, Madson Wealth Advisors, with shared positions in $ASML, $MUFG, $EMR, $KLAC, $IAU, $HSBC. The full ranking of 25 similar funds is below.

#1DMC Group, LLCPassive
Some overlap · 5 shared positions
$ASML$MUFG$EMR$KLAC$IAU
$143M
122 positions
#2Five Oceans AdvisorsPassive
Some overlap · 5 shared positions
$ASML$HSBC$MUFG$KLAC$AZN
$262M
184 positions
#3Madson Wealth Advisors IncActive
Some overlap · 5 shared positions
$ASML$EMR$KLAC$AZN$IAU
$144M
93 positions
#4South Shore Capital AdvisorsPassive
Some overlap · 5 shared positions
$ASML$UNP$HSBC$KLAC$IAU
$146M
157 positions
#5Mengis Capital Management, Inc.Passive
Some overlap · 5 shared positions
$EMR$ASML$UNP$AZN$IAU
$673M
215 positions
#6ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$EMR$UNP$IAU
$112M
236 positions
#7Naviter Wealth, LLCPassive
Some overlap · 4 shared positions
$ASML$HSBC$MUFG$AZN
$1.1B
305 positions
#8Impact Investors, IncActive
Some overlap · 4 shared positions
$ASML$MUFG$KLAC$IAU
$137M
88 positions
#9Henry James International Management Inc.Passive
Some overlap · 4 shared positions
$ASML$MUFG$AZN$HSBC
$330M
90 positions
#10BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$ASML$UNP$KLAC$IAU
$1.5B
234 positions
#11FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$ASML$HSBC$KLAC$IAU
$2.4B
979 positions
#12CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 4 shared positions
$EMR$UNP$ASML$KLAC
$506M
107 positions
#13PALLADIEM, LLCActive
Some overlap · 4 shared positions
$ASML$MUFG$KLAC$AZN
$103M
136 positions
#14Capital Investment Management, Inc.Active
Some overlap · 4 shared positions
$ASML$KLAC$AZN$IAU
$326M
132 positions
#15Myriad Asset Management Advisors LLCActive
Some overlap · 3 shared positions
$ASML$MUFG$UNP
$424M
49 positions
#16TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$ASML$HSBC$UNP
$798M
187 positions
#17Capital World InvestorsActive
Slight overlap · 4 shared positions
$ASML$UNP$KLAC$AZN
$846.4B
637 positions
#18ACORN CREEK CAPITAL LLCActive
Slight overlap · 5 shared positions
$HSBC$IAU$ASML$KLAC$SMFG
$299M
87 positions
#19White Lighthouse Investment Management Inc.Active
Slight overlap · 4 shared positions
$MUFG$ASML$AZN$IAU
$829M
148 positions
#20Gibraltar Capital Management, Inc.Active
Slight overlap · 3 shared positions
$ASML$EMR$KLAC
$664M
130 positions
#21EQ LLCActive
Slight overlap · 3 shared positions
$ASML$MUFG$IAU
$407M
87 positions
#22AUGUSTINE ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$ASML$MUFG$SMFG
$464M
128 positions
#23ZEVIN ASSET MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ASML$EMR$AZN
$713M
97 positions
#24Financial & Tax Architects, LLCPassive
Slight overlap · 3 shared positions
$ASML$EMR$IAU
$486M
109 positions
#25OneAscent Investment Solutions LLCPassive
Slight overlap · 3 shared positions
$ASML$HSBC$KLAC
$106M
144 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.