13F Pro

Hedge Funds Similar to WEALTHGARDEN F.S.

13F Portfolio OverlapQ2 2026WEALTHGARDEN F.S. portfolio →
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Most similar hedge funds by 13F overlap

WEALTHGARDEN F.S. LLC is an institutional investor managing $176M across 187 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 WEALTHGARDEN F.S. are Asempa Wealth Advisors, Sharkey, Howes & Javer, Oxbow Advisors, with shared positions in $IAU, $IBIT, $MUFG, $DIS, $STT, $BA. The full ranking of 25 similar funds is below.

#1Asempa Wealth AdvisorsActive
Some overlap · 4 shared positions
$IAU$IBIT$MUFG$DIS
$131M
114 positions
#2Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$IBIT$MUFG$STT
$830M
159 positions
#3Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$BA$ABNB
$1.2B
265 positions
#4Two West Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$BFLX$GLW
$201M
98 positions
#5Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$IAU$IBIT$STT$GLW
$309M
142 positions
#6SOFI WEALTH, LLCSmart money
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$2.6B
61 positions
#7Archer Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$317M
121 positions
#8TME FINANCIAL, INC.Active
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$163M
70 positions
#9JSF Financial, LLCActive
Some overlap · 4 shared positions
$IAU$STT$GLW$DIS
$655M
146 positions
#10Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$STT
$193M
68 positions
#11ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$IBIT$GLW
$753M
223 positions
#12Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$STT
$270M
107 positions
#13Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$IAU$IBIT$STT$DIS
$4.9B
260 positions
#14Colony Family Offices, LLCSmart money
Some overlap · 3 shared positions
$IAU$IBIT$STT
$438M
66 positions
#15TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DIS
$142M
107 positions
#16Impact Investors, IncActive
Some overlap · 3 shared positions
$IAU$MUFG$STT
$137M
88 positions
#17LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$MUFG$GLW
$432M
104 positions
#18Beacon Bridge Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$BA$GLW
$351M
105 positions
#19WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$GLW$IBIT$DIS
$536M
107 positions
#20AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$DIS$IBIT
$4.8B
505 positions
#21Synergy Investment Management, LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$IBIT
$413M
1,086 positions
#22TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$MUFG$GLW
$983M
170 positions
#23JNBA Financial AdvisorsActive
Some overlap · 4 shared positions
$IAU$MUFG$STT$DIS
$1.3B
830 positions
#24Frankly Finances, LLCActive
Some overlap · 3 shared positions
$IAU$MUFG$DIS
$127M
90 positions
#25TriaGen Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$ABNB$DIS
$413M
189 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.