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Hedge Funds Similar to Expressive Wealth

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

Expressive Wealth LLC is an institutional investor managing $105M across 130 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 Expressive Wealth are Accent ,, Ascent Wealth Partners,, LCM, with shared positions in $MDY, $AMAT, $PLTR, $GILD, $POWL, $NEM. The full ranking of 25 similar funds is below.

#1Accent Capital Management, LLCPassive
Notable overlap · 19 shared positions
$MDY$AMAT$PLTR$GILD$POWL$NEM
$105M
130 positions
#2Ascent Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$AMAT$GILD$GEV
$860M
188 positions
#3LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$PLTR$AMD$GILD
$199M
110 positions
#4Bay Rivers GroupPassive
Some overlap · 5 shared positions
$MDY$PLTR$CLS$AMD$POWL
$240M
109 positions
#5SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$AMAT$CME$AMD$HEI$EXEL$FTNT
$664M
193 positions
#6Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$AMAT$AMD
$100M
51 positions
#7RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 5 shared positions
$AMAT$GILD$NEM$GEV$GD
$217M
154 positions
#8Wilmar Advisors LLCSmart money
Some overlap · 3 shared positions
$MDY$AMD$GEV
$116M
27 positions
#9Highview Capital Management LLC/DE/Passive
Some overlap · 4 shared positions
$MDY$PLTR$AMAT$CME
$275M
101 positions
#10Element Squared LLCActive
Some overlap · 5 shared positions
$AMAT$NEM$CLS$AMD$TEL
$177M
42 positions
#11Life Cycle Investment Partners LtdActive
Some overlap · 5 shared positions
$PLTR$NEM$CME$DAL$AMAT
$15.7B
130 positions
#12Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$GILD$GEV$AMD$CLS$MFC
$873M
189 positions
#13MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$MDY$PLTR$GILD$GEV
$420M
237 positions
#14Bridgewater Associates, LPActive
Some overlap · 5 shared positions
$NEM$GEV$AMAT$AMD$CLS
$22.4B
993 positions
#15Intrepid Financial Planning Group LLCPassive
Some overlap · 3 shared positions
$MDY$PLTR$AMD
$248M
125 positions
#16Arvest Bank Trust DivisionPassive
Some overlap · 3 shared positions
$MDY$GD$AMAT
$1.8B
221 positions
#17Generali Asset Management SPA SGRPassive
Some overlap · 4 shared positions
$MDY$NEM$AMD$AMAT
$4.8B
484 positions
#18Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$AMAT$PLTR$GILD$AMD
$1.9B
378 positions
#19MEEDER ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$GILD$GD$GEV$AMAT$NEM
$1.7B
890 positions
#20VAN ECK ASSOCIATES CORPPassive
Some overlap · 5 shared positions
$AMAT$NEM$AMD$PLTR$FTNT
$133M
1,404 positions
#21PKO Investment Management Joint-Stock CoPassive
Some overlap · 5 shared positions
$NEM$PLTR$AMD$AMAT$GILD
$1.2B
220 positions
#22FCG Investment CoPassive
Some overlap · 5 shared positions
$GILD$AMAT$EXEL$PLTR$GD
$228M
100 positions
#23PROFUND ADVISORS LLCPassive
Some overlap · 5 shared positions
$AMAT$PLTR$AMD$GILD$NEM
$2.7B
1,092 positions
#24Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$AMAT$PLTR$GEV$AMD
$65M
34 positions
#25Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$AMAT$PLTR$GEV$AMD
$239M
46 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.