13F Pro

Hedge Funds Similar to WEALTHGARDEN F.S.

13F Portfolio OverlapQ1 2026WEALTHGARDEN F.S. portfolio →
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Most similar hedge funds by 13F overlap

WEALTHGARDEN F.S. LLC is an institutional investor managing $147M across 165 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 WEALTHGARDEN F.S. are CURTIS WEALTH, Asempa Wealth Advisors, One Wealth Advisors,, with shared positions in $LEN, $MDLZ, $IAU, $DDOG, $SE, $GLDM. The full ranking of 25 similar funds is below.

#1CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$LEN$MDLZ$IAU$DDOG$SE$GLDM
$107M
50 positions
#2Asempa Wealth AdvisorsPassive
Some overlap · 6 shared positions
$LEN$IAU$MDLZ$SE$GLDM$DIS
$115M
115 positions
#3One Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$LEN$MDLZ$DDOG$SE$GLDM$IAU
$803M
304 positions
#4High Falls Advisors, Inc
Some overlap · 6 shared positions
$IAU$MDLZ$SAN$DDOG$SE$GLDM
$494M
144 positions
#5Prairie Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$IAU$LEN$SAN$SHW
$231M
152 positions
#65T Wealth, LLCPassive
Some overlap · 6 shared positions
$IAU$MDLZ$DDOG$SE$SHW$RL
$253M
129 positions
#7Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$RL$SAN$SE$GLDM$MDLZ
$299M
101 positions
#8Davis Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MDLZ$DDOG$SE$MUFG
$120M
72 positions
#9ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$IAU$MDLZ$SAN$SE$IBIT
$132M
105 positions
#10Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$IAU$MDLZ$SAN$DDOG
$263M
226 positions
#11Horst & Graben Wealth Management LLCPassive
Some overlap · 6 shared positions
$LEN$MDLZ$IAU$SE$GLDM$MUFG
$729M
195 positions
#12GM Advisory Group, LLCActive
Some overlap · 4 shared positions
$IAU$LEN$IBIT$SHW
$2.6B
374 positions
#13Polaris Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MDLZ$SAN$DDOG$SE
$137M
70 positions
#14RCS Financial Planning, LLCPassive
Some overlap · 4 shared positions
$IAU$MDLZ$DDOG$SE
$193M
98 positions
#15Centerline Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$SAN$DDOG$SE$DIS
$278M
73 positions
#16ATX Financial Planning, LLCPassive
Some overlap · 3 shared positions
$IAU$LEN$IBIT
$132M
81 positions
#17Apeiron RIA LLCPassive
Some overlap · 7 shared positions
$IAU$DDOG$GLDM$IBIT$SIVR$SAN
$431M
204 positions
#18ShoreHaven Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$MDLZ$SE$DDOG$GLDM
$278M
103 positions
#19FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 4 shared positions
$IAU$MDLZ$SAN$SHW
$1.5B
341 positions
#20Dentgroup LLC
Some overlap · 4 shared positions
$LEN$MDLZ$SE$IAU
$146M
93 positions
#21Quent Long Short Global Small Cap Fund, LP
Some overlap · 5 shared positions
$IAU$DDOG$SE$GLDM$MUFG
$1.2B
299 positions
#22FIRETHORN WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$MDLZ$LEN$SE$IAU$DDOG
$273M
190 positions
#23TSA Wealth Managment LLCPassive
Some overlap · 4 shared positions
$IAU$MDLZ$DDOG$SE
$309M
105 positions
#24ONE Advisory Partners, LLCActive
Some overlap · 5 shared positions
$IAU$MDLZ$DDOG$SE$SAN
$324M
72 positions
#25Crown Wealth Group, LLCActive
Some overlap · 3 shared positions
$LEN$IAU$SHW
$340M
145 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.