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Hedge Funds Similar to Wealthcare Partners

13F Portfolio OverlapQ3 2026Wealthcare Partners portfolio →
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Most similar hedge funds by 13F overlap

Wealthcare Capital Partners, LLC is an institutional investor managing $247M across 168 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Wealthcare Partners are OMNI 360 Wealth, TORRAY, Acorn Wealth Advisors, with shared positions in $BX, $GLDM, $PH, $CEG, $CASY, $LOW. The full ranking of 25 similar funds is below.

#1OMNI 360 Wealth, Inc.Active
Some overlap · 3 shared positions
$BX$GLDM$PH
$221M
140 positions
#2TORRAY LLCActive
Some overlap · 3 shared positions
$BX$CEG$CASY
$741M
91 positions
#3Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$GLDM$LOW$ALPS
$407M
302 positions
#4Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$BX$CEG$TROW
$545M
93 positions
#5Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$BX$TROW$ARCC
$1.2B
278 positions
#6LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$CEG$EXC
$131M
91 positions
#7Taylor Financial Group, Inc.Active
Slight overlap · 3 shared positions
$BX$PH$LOW
$182M
103 positions
#8EVEXIA WEALTH LLCPassive
Slight overlap · 4 shared positions
$CEG$PH$LOW$CASY
$369M
77 positions
#9Evercore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$BX$ARCC$GLDM
$7.1B
433 positions
#10Capital Planning Advisors, LLC
Slight overlap · 3 shared positions
$GLDM$BX$PH
$692M
146 positions
#11Sculati Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$BX$PH$LOW
$306M
120 positions
#12Compton Financial Group, LLCActive
Slight overlap · 3 shared positions
$TROW$CEG$EXC
$519M
84 positions
#13Fjell Capital, LLCPassive
Slight overlap · 3 shared positions
$BX$CASY$LOW
$178M
84 positions
#14AA Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$GLDM$LOW$ARCC
$840M
251 positions
#15PECAUT & CO.Active
Slight overlap · 3 shared positions
$GLDM$LOW$CASY
$328M
65 positions
#16Edgemoor Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$BX$LOW$ARCC
$1.5B
188 positions
#17PARK CIRCLE CoActive
Slight overlap · 3 shared positions
$TROW$BX$ARCC
$117M
53 positions
#18Lafayette Investments, Inc.Active
Slight overlap · 3 shared positions
$TROW$PH$LOW
$542M
162 positions
#19Cushing Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$CEG$PH$LOW
$163M
113 positions
#20Brentview Investment Management LLCActive
Slight overlap · 3 shared positions
$CEG$PH$LOW
$253M
63 positions
#21Providence Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$CEG$LOW$EXC
$170M
84 positions
#22Cornerstone National Bank & Trust CoActive
Slight overlap · 3 shared positions
$CEG$LOW$EXC
$309M
235 positions
#23Orographic Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$CEG$ARCC$EXC
$151M
105 positions
#24PLANNING DIRECTIONS INCActive
Slight overlap · 3 shared positions
$CEG$LOW$EXC
$216M
110 positions
#25Joseph Group Capital ManagementPassive
Slight overlap · 3 shared positions
$GLDM$PH$LOW
$476M
387 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.