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Hedge Funds Similar to 5T Wealth

13F Portfolio OverlapQ2 20265T Wealth portfolio →
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Most similar hedge funds by 13F overlap

5T Wealth, LLC is an institutional investor managing $269M across 134 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 5T Wealth are Impact Investors, NKCFO, Sagace Wealth, with shared positions in $IAU, $ANET, $TER, $PSX, $AEM, $SNPS. The full ranking of 25 similar funds is below.

#1Impact Investors, IncPassive
Notable overlap · 3 shared positions
$IAU$ANET$TER
$137M
88 positions
#2NKCFO LLCActive
Notable overlap · 4 shared positions
$IAU$PSX$AEM$TER
$330M
92 positions
#3Sagace Wealth Management LLCActive
Notable overlap · 4 shared positions
$IAU$SNPS$C$ETN
$159M
71 positions
#4FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$ETN$ANET
$1.3B
159 positions
#5CAPE ANN SAVINGS BANKActive
Notable overlap · 3 shared positions
$IAU$BLK$ETN
$212M
113 positions
#6PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 3 shared positions
$IAU$SNPS$PSX
$2.8B
186 positions
#7Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$ANET$ETN
$276M
157 positions
#8RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$AEM
$218M
108 positions
#9Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$ETN$C
$149M
98 positions
#10BWM Planning, LLCActive
Notable overlap · 3 shared positions
$WFC$PSX$ETN
$431M
99 positions
#11LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$C$TER
$143M
89 positions
#12TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$WFC$ETN
$134M
101 positions
#13Carlson Capital, L.P.Passive
Notable overlap · 3 shared positions
$WFC$PSX$SNPS
$494M
74 positions
#14True Vision MN LLC
Notable overlap · 3 shared positions
$IAU$ANET$WFC
$194M
98 positions
#15Exit Wealth Advisors, LLC.Passive
Notable overlap · 4 shared positions
$IAU$ANET$AEM$ETN
$220M
150 positions
#16Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$ETN$AEM
$129M
94 positions
#17Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$ANET$IAU$ETN
$2.8B
151 positions
#18Independent Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$AEM$ANET
$249M
85 positions
#19ASL Financial, LLCActive
Some overlap · 3 shared positions
$IAU$WFC$ETN
$142M
99 positions
#20NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$ANET$BLK$SNPS
$606M
79 positions
#21Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PSX$SNPS$ETN$WFC
$520M
106 positions
#22Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$C$WFC
$160M
117 positions
#23JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$BLK$C
$593M
122 positions
#24CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$ANET$BLK$ETN
$195M
67 positions
#25American Assets Investment Management, LLCActive
Some overlap · 3 shared positions
$WFC$PSX$C
$1.7B
146 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.