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Hedge Funds Similar to WealthCare Asset ,

13F Portfolio OverlapQ1 2026WealthCare Asset , portfolio →
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Most similar hedge funds by 13F overlap

WealthCare Asset Management, LLC is an institutional investor managing $94M across 32 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 WealthCare Asset , are Pinnacle Family Advisors,, WELCH & FORBES, Artesa Financial Group,, with shared positions in $ORLY, $PLTR, $IRM, $DHR, $T. The full ranking of 11 similar funds is below.

#1Pinnacle Family Advisors, LLCPassive
Some overlap · 3 shared positions
$ORLY$PLTR$IRM
$213M
135 positions
#2WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$ORLY$DHR$IRM
$7.7B
368 positions
#3Artesa Financial Group, LLCActive
Some overlap · 3 shared positions
$DHR$PLTR$T
$105M
55 positions
#4QUEST INVESTMENT MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ORLY$DHR$PLTR
$857M
122 positions
#5J.W. COLE ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$DHR$T$PLTR
$3.0B
785 positions
#6Key Client Fiduciary Advisors, LLCPassive
Slight overlap · 3 shared positions
$DHR$T$PLTR
$294M
216 positions
#7Legacy Wealth Management, LLC / MSActive
Slight overlap · 3 shared positions
$DHR$T$PLTR
$351M
106 positions
#8Disciplined Equity Management, Inc.Active
Slight overlap · 3 shared positions
$T$PLTR$IRM
$199M
44 positions
#9BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 3 shared positions
$PLTR$T$DHR
$402M
108 positions
#10Kessler Investment Group, LLCPassive
Slight overlap · 3 shared positions
$PLTR$IRM$T
$211M
79 positions
#11Valley Financial Group, Inc.Active
Slight overlap · 3 shared positions
$T$PLTR$IRM
$185M
63 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.