How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wealthcare Partners,

13F Portfolio OverlapQ1 2026Wealthcare Partners, portfolio →

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Most similar hedge funds by 13F overlap

Wealthcare Capital Partners, LLC is an institutional investor managing $242M across 179 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 Wealthcare Partners, are FFG RETIREMENT ADVISORS, Oxinas Partners Wealth, MOULTON WEALTH ,, with shared positions in $WT, $KKR, $SE, $ALPS, $AGQ, $MKL. The full ranking of 25 similar funds is below.

#1FFG RETIREMENT ADVISORS LLCPassive

Substantial overlap · 4 shared positions

$WT $KKR $SE $ALPS

$172M

43 positions

#2Oxinas Partners Wealth Management LLCPassive

Substantial overlap · 4 shared positions

$WT $KKR $SE $AGQ

$219M

145 positions

#3MOULTON WEALTH MANAGEMENT, INCActive

Substantial overlap · 4 shared positions

$WT $MKL $AGQ $SLV

$147M

52 positions

#4MB, LEVIS & ASSOCIATES, LLCPassive

Substantial overlap · 4 shared positions

$WT $MKL $LOW $COP

$240M

234 positions

#5Boyce & Associates Wealth Consulting, Inc.Active

Substantial overlap · 5 shared positions

$WT $GLDM $ALPS $AGQ $SLV

$132M

80 positions

#6Team Financial Group, LLCActive

Substantial overlap · 7 shared positions

$WT $GLDM $KKR $COP $UNH $HUM

$220M

273 positions

#7Morton Capital Management LLC/CASmart money

Substantial overlap · 3 shared positions

$WT $HUM $KKR

$672M

139 positions

#8Lauer Wealth, LLCActive

Substantial overlap · 5 shared positions

$WT $AGQ $COP $UNH $SLV

$126M

67 positions

#9COLUMBIA ADVISORY PARTNERS LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $JHG $COP

$157M

92 positions

#10Exit Wealth Advisors, LLC.Active

Substantial overlap · 4 shared positions

$WT $JHG $ALPS $SLV

$195M

131 positions

#11RESOLUTE CAPITAL, LLCActive

Substantial overlap · 5 shared positions

$WT $KKR $JHG $HUM $SLV

$247M

57 positions

#12Global View Capital Management LLCActive

Substantial overlap · 5 shared positions

$WT $AGQ $SLV $GLDM $SE

$377M

140 positions

#13TopTier Wealth Management, LLCPassive

Substantial overlap · 4 shared positions

$WT $HUM $UNH $SLV

$163M

795 positions

#14Reyes Financial Architecture, Inc.Passive

Substantial overlap · 4 shared positions

$WT $ALPS $AGQ $HUM

$122M

348 positions

#15Gaddis Premier Wealth Advisors LLCPassive

Substantial overlap · 3 shared positions

$WT $JHG $COP

$136M

85 positions

#16BIP Wealth, LLCActive

Substantial overlap · 7 shared positions

$WT $MKL $HUM $JHG $KKR $COP

$2.5B

453 positions

#17Fiduciary Planning LLCActive

Substantial overlap · 3 shared positions

$WT $ALPS $COP

$331M

76 positions

#18Hamilton Capital, LLCSmart money

Substantial overlap · 3 shared positions

$WT $JHG $COP

$1.9B

152 positions

#19Halbert, Hargrove/Russell LLCSmart money

Substantial overlap · 3 shared positions

$WT $SE $LOW

$2.1B

372 positions

#20tru Independence LLCPassive

Substantial overlap · 5 shared positions

$WT $HSY $HUM $JHG $AGQ

$202M

102 positions

#21Spinnaker Investment Group, LLCActive

Substantial overlap · 4 shared positions

$WT $HUM $UNH $HSY

$491M

147 positions

#22Quattro Advisors LLCActive

Substantial overlap · 3 shared positions

$WT $HSY $LOW

$115M

51 positions

#23Catalyst Investment Management LLCPassive

Substantial overlap · 6 shared positions

$WT $KKR $HUM $MKL $SE $LOW

$90M

65 positions

#24truNorth Financial Services, Inc.Active

Substantial overlap · 5 shared positions

$WT $KKR $HUM $COP $SLV

$97M

49 positions

#25Berkeley, IncActive

Substantial overlap · 4 shared positions

$WT $MKL $SE $LOW

$298M

81 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.