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Hedge Funds Similar to Helium Advisors

13F Portfolio OverlapQ2 2026Helium Advisors portfolio →
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Most similar hedge funds by 13F overlap

Helium Advisors LLC is an institutional investor managing $120M across 107 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 Helium Advisors are BLUE JEAN FINANCIAL, ORG Wealth Partners, CSS, with shared positions in $CORZ, $CMI, $URI, $ET, $IAU, $BA. The full ranking of 25 similar funds is below.

#1BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$CORZ$CMI$URI
$144M
70 positions
#2ORG Wealth Partners, LLCActive
Some overlap · 3 shared positions
$CORZ$ET$URI
$667M
714 positions
#3CSS LLC/ILPassive
Some overlap · 3 shared positions
$CORZ$IAU$BA
$2.6B
1,001 positions
#4Quantum Financial Planning Services, Inc.Smart money
Some overlap · 4 shared positions
$GBCI$BA$ET$BKNG
$323M
58 positions
#5BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$GBCI$IAU$ET
$453M
117 positions
#6Northern Capital Management, Inc.Smart money
Slight overlap · 3 shared positions
$GBCI$CMI$BA
$235M
55 positions
#7Oxbow Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$BA$ET$BKNG
$1.2B
265 positions
#8Evelyn Partners Asset Management Ltd
Slight overlap · 3 shared positions
$INTU$IAU$BKNG
$406M
308 positions
#9FULCRUM WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$BA$CMI$ET$BKNG
$131M
81 positions
#10DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$INTU$BA$CMI
$124M
100 positions
#11Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$IAU$BA$CMI
$658M
218 positions
#12Sepio Capital, LPActive
Slight overlap · 3 shared positions
$IAU$BA$CMI
$2.0B
346 positions
#13ACT WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$INTU$BA$ET
$340M
64 positions
#14REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$BA$ET
$760M
229 positions
#15Spectrum Planning & Advisory Services Inc.Active
Slight overlap · 3 shared positions
$IAU$BA$BKNG
$223M
120 positions
#16Independent Wealth Network Inc.Passive
Slight overlap · 3 shared positions
$IAU$BA$ET
$393M
340 positions
#17Ariston Services GroupActive
Slight overlap · 3 shared positions
$IAU$BA$ET
$181M
70 positions
#18Icon Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$CMI$ET
$1.7B
420 positions
#19Strathmore Capital Advisors, Inc.Active
Slight overlap · 3 shared positions
$IAU$CMI$BKNG
$371M
142 positions
#20INVESTMENT HOUSE LLCPassive
Slight overlap · 3 shared positions
$INTU$CMI$BKNG
$2.2B
220 positions
#21Fairbanks Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$INTU$BKNG$BA
$169M
48 positions
#22Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$IAU$BA$CMI
$251M
74 positions
#23Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 3 shared positions
$IAU$BKNG$BA
$637M
125 positions
#24Palisades Hudson Asset Management, L.P.Active
Slight overlap · 3 shared positions
$IAU$CMI$BA
$286M
108 positions
#25Leslie Global Wealth, LLCActive
Slight overlap · 3 shared positions
$IAU$CMI$URI
$257M
85 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.