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Hedge Funds Similar to SMART Wealth

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

SMART Wealth LLC is an institutional investor managing $341M across 207 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 SMART Wealth are DUDLEY & SHANLEY,, Blume ,, Blue Line , / IL, with shared positions in $SCHW, $ADI, $FISV, $HEI, $APH, $MU. The full ranking of 25 similar funds is below.

#1DUDLEY & SHANLEY, INC.Active
Some overlap · 5 shared positions
$SCHW$ADI$FISV$HEI$APH
$611M
37 positions
#2Blume Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SCHW$FISV$MU$USB
$588M
337 positions
#3Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$ALPS$USB$MU$VRT
$88M
65 positions
#4FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$ALPS$USB$MU$YMM$SCHW
$456M
346 positions
#5SHUFRO ROSE & CO LLCActive
Some overlap · 5 shared positions
$ALPS$USB$GLW$UPST$IBM
$1.5B
307 positions
#6Talos Eurisko Asset Management LPActive
Some overlap · 6 shared positions
$ADI$VRT$GLW$WDC$LITE$APH
$585M
23 positions
#7Mills Wealth Advisors LLCActive
Some overlap · 4 shared positions
$ALPS$FBTC$UPST$GBTC
$286M
80 positions
#8TITAN GLOBAL CAPITAL MANAGEMENT USA LLCActive
Some overlap · 5 shared positions
$SCHW$MU$USB$LITE$GE
$671M
59 positions
#9Left Brain Wealth Management, LLCActive
Some overlap · 5 shared positions
$ALPS$VRT$MU$APH$GE
$255M
79 positions
#10Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$ALPS$SIVR$UPST$USB
$127M
57 positions
#11Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SCHW$SIVR$USB
$313M
119 positions
#12IMC-Chicago, LLCPassive
Some overlap · 5 shared positions
$PSLV$MU$USB$LITE$IBM
$278.4B
5,950 positions
#13Kera Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$PSLV$ALPS$VRT$GLW
$815M
570 positions
#14MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 6 shared positions
$VRT$WDC$MU$GLW$LITE$APH
$545M
113 positions
#15Optimize Financial IncPassive
Some overlap · 6 shared positions
$ADI$MU$WDC$LITE$APH$IBM
$203M
297 positions
#16Retireful, LLCPassive
Some overlap · 5 shared positions
$MU$VRT$GLW$WDC$LITE
$71M
84 positions
#17Polar Capital Holdings PlcActive
Some overlap · 5 shared positions
$MU$VRT$GLW$WDC$LITE
$28.2B
242 positions
#18HC Advisors, LLCActive
Some overlap · 5 shared positions
$ALPS$PSLV$IBM$GE$USB
$149M
60 positions
#19FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$ALPS$YMM$ADI$APH
$399M
173 positions
#20Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$SCHW$USB$GLW$FBTC
$515M
178 positions
#21Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$UPST$ADI$MU$GLW$LITE$WDC
$361M
118 positions
#22Giverny Capital Inc.Active
Some overlap · 3 shared positions
$SCHW$HEI$ADI
$2.7B
51 positions
#23WESCAP Management Group, Inc.Active
Some overlap · 7 shared positions
$SCHW$USB$GBTC$FETH$GLW$FBTC
$508M
107 positions
#24Cordant, Inc.Active
Some overlap · 4 shared positions
$SCHW$USB$UPST$FBTC
$246M
75 positions
#25BluePrint Investing LLCActive
Some overlap · 3 shared positions
$SCHW$USB$UPST
$126M
26 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.