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Hedge Funds Similar to Helium Advisors

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

Helium Advisors LLC is an institutional investor managing $105M across 93 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 Helium Advisors are P SCHOENFELD ASSET, Destiny Wealth Partners,, AllGen Financial Advisors,, with shared positions in $JHG, $VSAT, $CORZ, $XYZ, $MS, $IAU. The full ranking of 25 similar funds is below.

#1P SCHOENFELD ASSET MANAGEMENT LPPassive
Some overlap · 3 shared positions
$JHG$VSAT$CORZ
$184M
35 positions
#2Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$JHG$XYZ$MS
$914M
1,148 positions
#3AllGen Financial Advisors, Inc.
Some overlap · 3 shared positions
$JHG$XYZ$IAU
$422M
40 positions
#4Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$XYZ$IAU
$386M
187 positions
#5ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 5 shared positions
$JHG$MS$XYZ$USB$TMO
$382M
76 positions
#6CGN Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$XYZ$USB
$1.3B
317 positions
#7Weaver Consulting GroupPassive
Some overlap · 4 shared positions
$JHG$MS$BA$TMO
$420M
275 positions
#8VIAWEALTH, LLCPassive
Some overlap · 4 shared positions
$JHG$EH$BA$USB
$180M
159 positions
#9NOTTINGHAM ADVISORS, INC.Active
Some overlap · 4 shared positions
$JHG$IAU$USB$MS
$777M
112 positions
#10Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$MS$IAU
$122M
69 positions
#11Compass Financial Group, Inc.Active
Some overlap · 3 shared positions
$JHG$IAU$EH
$222M
47 positions
#12Split Rock Private Trading & Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$MS$USB
$129M
46 positions
#13Merkkuri Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$JHG$MS$USB
$151M
399 positions
#14Advisory Resource GroupPassive
Some overlap · 3 shared positions
$JHG$MS$DHR
$581M
172 positions
#15Brown Financial AdvisorsPassive
Some overlap · 3 shared positions
$JHG$MS$TMO
$264M
209 positions
#16Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$JHG$MS$TMO
$145M
125 positions
#17Gradient Investments LLCPassive
Some overlap · 3 shared positions
$JHG$MS$TMO
$6.5B
420 positions
#18ALBION FINANCIAL GROUP /UTActive
Some overlap · 3 shared positions
$JHG$MS$TMO
$1.5B
737 positions
#19Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 3 shared positions
$JHG$MS$BKNG
$589M
590 positions
#20IFC & Insurance Marketing, Inc.Active
Some overlap · 3 shared positions
$JHG$IAU$BA
$96M
72 positions
#21Three Cord True Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$JHG$IAU$USB
$180M
39 positions
#22MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$IAU$MS
$144M
99 positions
#23Banco BTG Pactual S.A.Passive
Some overlap · 3 shared positions
$JHG$IAU$TMO
$1.1B
185 positions
#24Ergawealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$JHG$IAU$TMO
$226M
55 positions
#25Per Stirling Capital Management, LLC.Passive
Some overlap · 3 shared positions
$JHG$MS$IAU
$905M
310 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.