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Hedge Funds Similar to Ariadne Wealth ,

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

Ariadne Wealth Management, LP is an institutional investor managing $223M across 248 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 Ariadne Wealth , are SILVER OAK WEALTH ADVISORS SERVICES,, MAINSTAY /ADV, BEAM WEALTH ADVISORS,, with shared positions in $SLV, $AMN, $COP, $LRCX, $IAU, $GILD. The full ranking of 25 similar funds is below.

#1SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Notable overlap · 3 shared positions
$SLV$AMN$COP
$154M
39 positions
#2MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$SLV$LRCX$IAU
$1.3B
143 positions
#3BEAM WEALTH ADVISORS, INC.Active
Notable overlap · 5 shared positions
$SLV$IAU$GILD$PLTR$T
$402M
108 positions
#4RM Financial Services, LLCActive
Notable overlap · 3 shared positions
$SLV$COP$ANET
$116M
75 positions
#5Ipsen Advisor Group LLCPassive
Notable overlap · 3 shared positions
$SLV$IAU$BMY
$143M
104 positions
#6Grand Central Investment GroupActive
Notable overlap · 4 shared positions
$SLV$IAU$COP$GILD
$135M
44 positions
#7ECLECTIC ASSOCIATES INC /ADVActive
Notable overlap · 3 shared positions
$SLV$NKE$PLTR
$753M
159 positions
#8CASTLE WEALTH MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SLV$NKE$RELX$AMN
$309M
132 positions
#9Corecam AGActive
Notable overlap · 3 shared positions
$SLV$BMY$GILD
$117M
59 positions
#10POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 8 shared positions
$NKE$AMN$LRCX$BMY$FIX$T
$127M
130 positions
#11COWA, LLCActive
Some overlap · 7 shared positions
$NKE$AMN$FIX$IAU$COP$BMY
$371M
158 positions
#12JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 8 shared positions
$NKE$AMN$IAU$BMY$FDX$FIX
$1.1B
286 positions
#13McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$SLV$COP$IAU
$149M
42 positions
#14Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 5 shared positions
$SLV$NKE$IAU$PLTR$COP
$414M
694 positions
#15COGENT STRATEGIC WEALTH LLCActive
Some overlap · 5 shared positions
$NKE$AMN$PLTR$FIX$BMY
$97M
56 positions
#16Foster Group, Inc.Active
Some overlap · 5 shared positions
$NKE$RELX$AMN$PLTR$COP
$3.4B
284 positions
#17Kaufman Rossin Wealth, LLCActive
Some overlap · 6 shared positions
$NKE$AMN$FIX$GM$FDX$ANET
$174M
98 positions
#18TruWealth Advisors, LLCActive
Some overlap · 6 shared positions
$NKE$AMN$LRCX$IAU$BMY$T
$2.1B
182 positions
#19ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 4 shared positions
$NKE$AMN$RELX$IAU
$158M
125 positions
#20Wealth Architects, LLCPassive
Some overlap · 5 shared positions
$NKE$AMN$LRCX$RELX$PLTR
$1.1B
244 positions
#21CURIO WEALTH, LLCActive
Some overlap · 5 shared positions
$NKE$AMN$PLTR$IAU$COP
$293M
1,255 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$SLV$NKE$FIX$IAU
$477M
70 positions
#23RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$SLV$PLTR$COP
$134M
60 positions
#24FMB WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$NKE$AMN$LRCX$IAU
$242M
73 positions
#25RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$AMN$IAU$LRCX
$296M
80 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.