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Hedge Funds Similar to Nova Wealth

13F Portfolio OverlapQ2 2026Nova Wealth portfolio →
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Most similar hedge funds by 13F overlap

Nova Wealth Management, Inc. is an institutional investor managing $181M across 570 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 Nova Wealth are SENTINEL LBA, SBI Securities , Ltd., Next Level Wealth Planning, with shared positions in $PLTR, $IAU, $GLDM, $PWR, $SPCX, $DOV. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$PLTR$IAU$GLDM$PWR
$1.1B
136 positions
#2SBI Securities Co., Ltd.Passive
Some overlap · 5 shared positions
$PLTR$GLDM$SPCX$DOV$CRWD
$4.4B
4,072 positions
#3Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$PLTR$SPCX$APH
$227M
74 positions
#4Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$PLTR$SPCX$CRWD
$7.7B
276 positions
#5Strathmore Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$PLTR$IAU$LMT$LOW
$371M
142 positions
#6MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$SPCX$PLTR$CRWD$EPD
$360M
118 positions
#7Variant Private Wealth, LLCActive
Some overlap · 4 shared positions
$SPCX$IAU$PLTR$CRWD
$89M
42 positions
#8Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$IAU$CRWD$URI
$819M
339 positions
#9Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$IAU$URI
$161M
189 positions
#10Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$IAU$SPCX
$142M
408 positions
#11Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$GLDM$LOW
$179M
112 positions
#12Alpha Financial Partners, LLCActive
Some overlap · 4 shared positions
$SPCX$GLDM$IAU$PWR
$190M
118 positions
#13PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 5 shared positions
$GLDM$PLTR$IAU$DOV$EPD
$312M
131 positions
#14Roger Wittlin Investment Advisory, LLCActive
Some overlap · 3 shared positions
$PLTR$IAU$DOV
$127M
43 positions
#15KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$PLTR$SPCX$ALPS$CRWD
$90M
545 positions
#16BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$PLTR$APH$PWR$LOW
$256M
119 positions
#17Keystone Financial GroupPassive
Some overlap · 5 shared positions
$PLTR$IAU$CRWD$T$LOW
$1.7B
567 positions
#18Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$GLDM$IAU$PLTR$CRWD$LOW
$251M
74 positions
#19CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 3 shared positions
$PLTR$APH$CRWD
$219M
42 positions
#20Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 3 shared positions
$PLTR$IAU$DOV
$252M
108 positions
#21Canvas Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$SPCX$CRWD$PWR
$717M
251 positions
#22Warburton Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$APH$URI
$246M
75 positions
#23InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$PLTR$GLDM$LOW
$202M
110 positions
#24FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$APH$CRWD
$490M
188 positions
#25RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$SPCX$PLTR$AHR
$151M
89 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.