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Hedge Funds Similar to Unique Wealth Strategies

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

Unique Wealth Strategies, LLC is an institutional investor managing $275M across 223 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 Unique Wealth Strategies are SPWM Advisors, Oregon Pacific Wealth, CRUX WEALTH ADVISORS, with shared positions in $BKNG, $PM, $GD, $ADI, $BNY, $ELV. The full ranking of 25 similar funds is below.

#1SPWM Advisors LLCActive
Notable overlap · 14 shared positions
$BKNG$PM$GD$ADI$BNY$ELV
$108M
90 positions
#2Oregon Pacific Wealth Management, LLCActive
Notable overlap · 13 shared positions
$BKNG$GD$PM$ADI$BNY$ABNB
$107M
115 positions
#3CRUX WEALTH ADVISORSPassive
Notable overlap · 13 shared positions
$BKNG$GD$PM$ADI$BNY$ELV
$289M
192 positions
#4Voya Financial Advisors, Inc.Smart money
Notable overlap · 14 shared positions
$BKNG$PM$ADI$ELV$BDX$IQV
$1.1B
208 positions
#5Tranquilli Financial Advisor LLCPassive
Notable overlap · 12 shared positions
$BKNG$GD$PM$ADI$BNY$ELV
$186M
135 positions
#6Keystone Financial ServicesActive
Notable overlap · 12 shared positions
$BKNG$GD$PM$ADI$BNY$ELV
$388M
131 positions
#7Independence Wealth Advisors, LLCActive
Notable overlap · 12 shared positions
$BKNG$PM$ADI$GD$ELV$BDX
$199M
85 positions
#8FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Notable overlap · 11 shared positions
$BKNG$GD$PM$ADI$BNY$ELV
$355M
257 positions
#9ProVise Management Group, LLCPassive
Notable overlap · 11 shared positions
$BKNG$GD$PM$ADI$BNY$ELV
$1.5B
282 positions
#10Meriwether Wealth & Planning, LLCActive
Notable overlap · 9 shared positions
$BKNG$GD$ADI$BNY$ELV$BDX
$202M
122 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 11 shared positions
$PM$BKNG$NVS$BNY$ADI$COP
$637M
125 positions
#12Trajan Wealth LLCActive
Some overlap · 7 shared positions
$BKNG$GD$PM$ELV$IQV$ABNB
$2.6B
152 positions
#13One Wealth Map LLCActive
Some overlap · 8 shared positions
$BKNG$ABNB$ELV$IQV$APD$MAS
$220M
106 positions
#14TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 7 shared positions
$BKNG$PM$ELV$BDX$IQV$APD
$143M
104 positions
#15CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 7 shared positions
$GD$PM$ADI$BKNG$BNY$NVS
$827M
181 positions
#16Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$BKNG$PM$ADI$ELV$IQV$WFC
$112M
176 positions
#17Peoples Bank/KSPassive
Some overlap · 7 shared positions
$GD$ADI$BNY$ELV$NVS$WFC
$103M
98 positions
#18Patriot Financial Group Insurance Agency, LLCPassive
Some overlap · 7 shared positions
$BKNG$PM$WFC$BDX$ADI$COP
$974M
491 positions
#19Foyston, Gordon, & Payne IncPassive
Some overlap · 5 shared positions
$BKNG$PM$BDX$IQV$QCOM
$468M
68 positions
#20Boston PartnersPassive
Some overlap · 7 shared positions
$PM$DELL$IQV$WFC$COP$MCK
$112.6B
802 positions
#21Cape Investment Advisory, Inc.Passive
Some overlap · 7 shared positions
$BKNG$ELV$IQV$ABNB$APD$DIS
$374M
1,449 positions
#22Glassy Mountain Advisors, Inc.Passive
Some overlap · 5 shared positions
$BKNG$GD$IQV$NVS$DIS
$366M
76 positions
#23First Eagle Investment Management, LLCActive
Some overlap · 5 shared positions
$BKNG$PM$BNY$ELV$BDX
$59.9B
424 positions
#24Aspire Private Capital, LLCPassive
Some overlap · 6 shared positions
$PM$ADI$BNY$IQV$WFC$DIS
$484M
175 positions
#25Cullen Capital Management, LLCActive
Some overlap · 6 shared positions
$GD$PM$BDX$NVS$COP$QCOM
$10.2B
208 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.