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Hedge Funds Similar to Citrine

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

Citrine Capital LLC is an institutional investor managing $231M across 58 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 Citrine are Atlas Wealth Partners,, ParaFi, KALEIDOSCOPE, with shared positions in $FBTC, $GBTC, $IAU, $MSTR, $BTC, $IBIT. The full ranking of 25 similar funds is below.

#1Atlas Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$FBTC$GBTC$IAU$MSTR
$97M
65 positions
#2ParaFi Capital LPActive
Notable overlap · 4 shared positions
$FBTC$BTC$IBIT$MSTR
$462M
22 positions
#3KALEIDOSCOPE CAPITAL LPActive
Notable overlap · 3 shared positions
$FBTC$BTC$IBIT
$260M
15 positions
#4Upper Left Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$IAU$GBTC$FBTC$BTC$BRZE$IBIT
$169M
68 positions
#5Wealth Quarterback LLCPassive
Notable overlap · 3 shared positions
$IAU$FBTC$IBM
$254M
163 positions
#6Broadhurst Jeffrey BActive
Notable overlap · 4 shared positions
$IAU$FBTC$IBIT$NKE
$98M
41 positions
#7MAD RIVER INVESTORSSmart money
Notable overlap · 3 shared positions
$GBTC$FBTC$BTC
$278M
32 positions
#8HORIZON KINETICS ASSET MANAGEMENT LLCSmart money
Notable overlap · 4 shared positions
$GBTC$BTC$IBIT$MSTR
$9.2B
353 positions
#9Strategic Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$FBTC$IBM$IBIT
$171M
40 positions
#10Exit Wealth Advisors, LLC.Active
Notable overlap · 5 shared positions
$IAU$BTC$BRZE$IBIT$GBTC
$195M
131 positions
#11Ballast Financial Advisors LLCActive
Notable overlap · 4 shared positions
$IAU$GBTC$BRZE$BAC
$98M
68 positions
#12MSRH, LLCActive
Notable overlap · 3 shared positions
$GBTC$BTC$IBIT
$113M
29 positions
#13Pacific Asset Management, LLCActive
Some overlap · 4 shared positions
$IAU$BRZE$IBIT$NKE
$179M
70 positions
#14ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$IAU$GBTC$IBIT$MSTR
$730M
215 positions
#15Independent Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$BRZE$IBIT$MSTR
$243M
90 positions
#16WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$GBTC$IBIT$FBTC
$508M
107 positions
#17EQ WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$IAU$BTC$NKE
$171M
54 positions
#18Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$BRZE$IBM$IBIT
$135M
89 positions
#19STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Some overlap · 3 shared positions
$IAU$RY$IBM
$128M
62 positions
#20Burk Holdings LLCPassive
Some overlap · 4 shared positions
$IAU$BAC$NKE$IBM
$233M
676 positions
#21GM Advisory Group, LLCActive
Some overlap · 3 shared positions
$IAU$AON$IBIT
$2.6B
374 positions
#22Alamea Verwaltungs GmbHActive
Some overlap · 4 shared positions
$FBTC$GBTC$IBIT$CP
$135M
82 positions
#23Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$GBTC$BTC
$459M
290 positions
#24Root Financial Partners, LLCActive
Some overlap · 3 shared positions
$IAU$BRZE$NKE
$2.2B
3,466 positions
#25Strathmore Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$BRZE$NKE
$354M
138 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.