Hedge Funds Similar to UP STRATEGIC WEALTH INVESTMENT ADVISORS

13F Portfolio OverlapQ1 2026UP STRATEGIC WEALTH INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC is an institutional investor managing $159M across 98 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 UP STRATEGIC WEALTH INVESTMENT ADVISORS are ProShare Advisors, Wahed Invest, Global X Japan , Ltd., with shared positions in $MU, $AMD, $TXN, $AMAT, $GILD, $INTC. The full ranking of 25 similar funds is below.

Some overlap · 8 shared positions
$67.5B
1,865 positions
Some overlap · 7 shared positions
$770M
225 positions
Some overlap · 7 shared positions
$1.9B
378 positions
Some overlap · 6 shared positions
$107M
101 positions
Some overlap · 6 shared positions
$2.7B
1,092 positions
Some overlap · 6 shared positions
$19.8B
575 positions
Some overlap · 6 shared positions
$6.0B
624 positions
Some overlap · 6 shared positions
$206M
203 positions
Some overlap · 5 shared positions
$1.0B
1,033 positions
Some overlap · 7 shared positions
$6.7B
551 positions
#11111 CapitalPassive
Some overlap · 6 shared positions
$406M
328 positions
Some overlap · 5 shared positions
$234M
126 positions
Some overlap · 7 shared positions
$1.7B
548 positions
$481.0B
3,807 positions
Some overlap · 5 shared positions
$133M
1,404 positions
Some overlap · 5 shared positions
$24.6B
1,057 positions
Some overlap · 5 shared positions
$416M
31 positions
Some overlap · 5 shared positions
$63M
24 positions
Some overlap · 6 shared positions
$3.6B
484 positions
Some overlap · 5 shared positions
$1.3B
502 positions
Some overlap · 5 shared positions
$3.3B
575 positions
#22Ballast, Inc.Active
Some overlap · 5 shared positions
$432M
133 positions
Some overlap · 5 shared positions
$1.2B
220 positions
Some overlap · 5 shared positions
$889M
149 positions
Some overlap · 6 shared positions
$205.8B
5,804 positions

Compare UP STRATEGIC WEALTH INVESTMENT ADVISORS’s portfolio side by side

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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.