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Hedge Funds Similar to 49 WEALTH

13F Portfolio OverlapQ2 202649 WEALTH portfolio →
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Most similar hedge funds by 13F overlap

49 WEALTH MANAGEMENT, LLC is an institutional investor managing $524M across 189 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 49 WEALTH are ALONGSIDE, Highland Investment Advisors, Wealth Nebraska, with shared positions in $DOV, $PHYS, $PSLV, $MPC, $TXN, $SBR. The full ranking of 25 similar funds is below.

#1ALONGSIDE, LLCPassive
Substantial overlap · 12 shared positions
$DOV$PHYS$PSLV$MPC$TXN$SBR
$525M
190 positions
#2Highland Investment Advisors LLCPassive
Notable overlap · 4 shared positions
$DOV$PHYS$PM$WEC
$229M
734 positions
#3Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$TXN$PM
$1.1B
106 positions
#4TrustWell Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$PHYS$DOV$PSLV
$118M
78 positions
#5Hubbell Strickland Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$PHYS$DOV$PM$ABT
$277M
87 positions
#6BRANDYWINE TRUST COSmart money
Notable overlap · 3 shared positions
$DOV$PM$ABT
$621M
33 positions
#7American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$PM$ABT
$110M
56 positions
#8TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$ABT$PM
$667M
135 positions
#9Rakuten Investment Management, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$TXN$PM
$34.6B
467 positions
#10Evanson Financial, LLCPassive
Notable overlap · 3 shared positions
$PHYS$DOV$PM
$2.0B
325 positions
#11Evanson Asset Management, LLC
Notable overlap · 3 shared positions
$PHYS$DOV$PSLV
$1.9B
321 positions
#12HC Advisors, LLCActive
Notable overlap · 4 shared positions
$PHYS$PSLV$TXN$BA
$165M
62 positions
#13Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$PM$PHYS
$208M
60 positions
#14WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$PHYS$PSLV$TXN$PM
$1.1B
105 positions
#15Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$PM
$179M
37 positions
#16Goldstone Financial Group, LLCPassive
Notable overlap · 3 shared positions
$DOV$BA$T
$1.1B
243 positions
#17Sonoma Private Wealth LLCPassive
Notable overlap · 4 shared positions
$PHYS$DOV$TXN$T
$93M
72 positions
#18Financial Plan, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$ABT$BA
$1.1B
95 positions
#19Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$DOV$PM
$2.9B
703 positions
#20Wealth Architects, LLCPassive
Notable overlap · 3 shared positions
$DOV$TXN$PM
$1.3B
248 positions
#21KOM Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$PHYS$PM$WEC$BMO
$165M
96 positions
#22St. Louis Trust CoActive
Some overlap · 4 shared positions
$DOV$TXN$MPC$ABT
$875M
125 positions
#23Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$BA
$705M
127 positions
#24SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$PM$PSLV
$524M
174 positions
#25Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$PM$TXN$BA
$212M
171 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.