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Hedge Funds Similar to WealthTrak

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

WealthTrak Capital Management LLC is an institutional investor managing $140M across 80 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 WealthTrak are KFG WEALTH ,, Cobblestone Asset, STONEHAVEN WEALTH & TAX SOLUTIONS,, with shared positions in $GMM, $LEN, $SLV, $SE, $SNOW, $REGN. The full ranking of 25 similar funds is below.

#1KFG WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GMM$LEN$SLV
$774M
216 positions
#2Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$GMM$SE$SNOW
$222M
73 positions
#3STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$GMM$LEN$SE
$113M
82 positions
#4BlueStem Wealth Partners, LLCActive
Some overlap · 4 shared positions
$GMM$LEN$SE$REGN
$900M
124 positions
#5CAPITAL WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GMM$SLV$UNIT
$370M
34 positions
#6Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$GMM$SNOW$UNIT
$126M
76 positions
#7LPWM LLCActive
Some overlap · 4 shared positions
$GMM$UNIT$MKL$SE
$396M
94 positions
#8Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$GLDM$UPS
$504M
719 positions
#9Palatine Hill Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$GMM$LEN$MKL
$115M
48 positions
#10MATAURO, LLCActive
Some overlap · 3 shared positions
$GMM$REGN$AAAU
$692M
145 positions
#11JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$SLV$SNOW
$205M
139 positions
#12My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$MKL$GLDM
$181M
166 positions
#13Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$GMM$SE$MKL$GLDM$LEN
$238M
108 positions
#14Valtinson Bruner Financial Planning LLCActive
Some overlap · 4 shared positions
$GMM$REGN$GLDM$SLV
$364M
171 positions
#15CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$SE$SNOW
$971M
146 positions
#16Copia Wealth ManagementPassive
Some overlap · 7 shared positions
$REGN$ARKO$SLV$SNOW$UPS$GLDM
$146M
532 positions
#17Brio Consultants, LLCActive
Some overlap · 4 shared positions
$GMM$REGN$SNOW$UPS
$818M
152 positions
#18LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GMM$ARKO$GLDM
$108M
77 positions
#19MA Private WealthActive
Some overlap · 3 shared positions
$GMM$SNOW$SE
$591M
86 positions
#20EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$GMM$SNOW$SLV$UNIT
$174M
112 positions
#21Schwallier Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$SLV$UNIT
$137M
58 positions
#22Proficio Capital Partners LLCActive
Some overlap · 3 shared positions
$AAAU$LEN$SLV
$1.9B
248 positions
#23Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$REGN$ARKO$MKL$GMM
$124M
120 positions
#24AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$REGN$GMM$SE$MKL$UNIT
$206M
97 positions
#25AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$AAAU$REGN$SLV
$444M
112 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.