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Hedge Funds Similar to Sollinda

13F Portfolio OverlapQ1 2026Sollinda portfolio →
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Most similar hedge funds by 13F overlap

Sollinda Capital Management LLC is an institutional investor managing $412M across 76 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 Sollinda are Cypress ,, Altiora Financial Group,, RoundAngle Advisors, with shared positions in $UPST, $AGQ, $LOW, $IBM, $SE, $NEE. The full ranking of 25 similar funds is below.

#1Cypress Capital, LLCActive
Some overlap · 4 shared positions
$UPST$AGQ$LOW$IBM
$351M
95 positions
#2Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$UPST$SE$NEE$NSC$BAC
$607M
110 positions
#3RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$AGQ$UPST$IBM
$134M
60 positions
#4Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$UPST$SE$NEE$IBM
$279M
141 positions
#5Discipline Wealth Solutions, LLCActive
Some overlap · 4 shared positions
$UPST$AGQ$NEE$MKL
$950M
192 positions
#6GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$UPST$AGQ$MKL
$128M
42 positions
#7MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$UPST$LOW$IBM
$184M
74 positions
#8Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 3 shared positions
$UPST$SE$MU
$181M
94 positions
#94WEALTH ADVISORS, INC.Passive
Some overlap · 3 shared positions
$UPST$AGQ$SE
$117M
142 positions
#10ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 4 shared positions
$UPST$AGQ$SE$UPS
$1.5B
958 positions
#11Concord Asset Management, LLC/VAActive
Some overlap · 3 shared positions
$UPST$AGQ$NEE
$592M
117 positions
#12Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$UPST$SE$MKL
$333M
198 positions
#13Stack Financial Management, IncActive
Some overlap · 4 shared positions
$AGQ$NEE$DUK$UPS
$1.4B
52 positions
#14Arlington Trust Co LLCActive
Some overlap · 3 shared positions
$UPST$AGQ$SE
$1.1B
844 positions
#15WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$UPST$NEE$DUK$BAC$LOW
$350M
95 positions
#16Concord Wealth PartnersPassive
Some overlap · 3 shared positions
$UPST$AGQ$NEE
$770M
207 positions
#17Trek Financial, LLCPassive
Some overlap · 3 shared positions
$AGQ$SE$MU
$1.9B
472 positions
#18VOISARD ASSET MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$UPST$NEE$MU
$469M
104 positions
#19Edge Financial Advisors LLC
Some overlap · 4 shared positions
$UPST$NEE$DUK$MKL
$238M
135 positions
#20NORTHWEST WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UPST$NEE$MU$MKL
$665M
255 positions
#21CAPE ANN SAVINGS BANKPassive
Some overlap · 5 shared positions
$UPST$NEE$BAC$IBM$MKL
$199M
121 positions
#22ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AGQ$DUK$NEE
$237M
89 positions
#23Berkshire BankPassive
Some overlap · 4 shared positions
$UPST$NEE$BAC$MKL
$488M
157 positions
#24Spectrum Financial Alliance Ltd LLCActive
Some overlap · 4 shared positions
$AGQ$UPST$MU$BAC
$520M
30 positions
#25STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$UPST$NEE$BAC
$547M
180 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.