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Hedge Funds Similar to Wise Wealth Partners

13F Portfolio OverlapQ1 2026Wise Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Wise Wealth Partners is an institutional investor managing $74M across 53 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 Wise Wealth Partners are Bank of Marin, TrueNorth,, GRIFFIN ASSET ,, with shared positions in $SE, $AMD, $DHR, $HON, $BAC, $CRWD. The full ranking of 25 similar funds is below.

#1Bank of MarinPassive
Some overlap · 5 shared positions
$SE$AMD$DHR$HON$BAC
$137M
135 positions
#2TrueNorth, Inc.Passive
Some overlap · 4 shared positions
$SE$CRWD$AMD$DHR
$1.0B
1,033 positions
#3GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$MMM$DHR$HON$BAC$KO
$887M
228 positions
#4AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$CRWD$MMM$AMD$BAC
$200M
93 positions
#5US BANCORP \DE\Passive
Some overlap · 5 shared positions
$SE$DHR$BAC$MMM$KO
$82.4B
4,164 positions
#6Elevation Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$SE$AMD$BAC
$109M
137 positions
#7Crestwood Advisors Group, LLCPassive
Some overlap · 4 shared positions
$SE$DHR$HON$BAC
$5.9B
766 positions
#8Coign Capital Advisors LLCActive
Some overlap · 4 shared positions
$SE$AMD$HON$BAC
$190M
80 positions
#9Madson Wealth Advisors IncPassive
Slight overlap · 4 shared positions
$SE$DHR$HON$KO
$120M
84 positions
#10Altrafin AGActive
Slight overlap · 3 shared positions
$SE$CRWD$AMD
$290M
52 positions
#11Great Lakes Retirement, Inc.Passive
Slight overlap · 4 shared positions
$AMD$DHR$HON$BAC
$967M
219 positions
#12ASAHI LIFE ASSET MANAGEMENT CO., LTD.Passive
Slight overlap · 5 shared positions
$MMM$HON$AMD$BAC$KO
$155M
150 positions
#13US Asset Management LLCPassive
Slight overlap · 4 shared positions
$AMD$DHR$HON$BAC
$115M
117 positions
#14EMINENCE CAPITAL, LPActive
Slight overlap · 3 shared positions
$SE$AMD$DHR
$4.4B
33 positions
#15Juno Financial Group LLCActive
Slight overlap · 3 shared positions
$SE$CRWD$DHR
$255M
70 positions
#16Alliance Private Wealth, LLCActive
Slight overlap · 4 shared positions
$MMM$AMD$BAC$FITB
$278M
80 positions
#17Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$SE$MMM$AMD
$255M
127 positions
#18MOSELEY INVESTMENT MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$CRWD$AMD$HON$FITB
$314M
163 positions
#19Gen-Wealth Partners IncPassive
Slight overlap · 4 shared positions
$MMM$SE$HON$KO
$317M
728 positions
#20Catalyst Investment Management LLCPassive
Slight overlap · 4 shared positions
$SE$DHR$BAC$KO
$90M
65 positions
#21Michael Brady & Co., LLCActive
Slight overlap · 3 shared positions
$SE$DHR$HON
$100M
54 positions
#22MIROVAPassive
Slight overlap · 3 shared positions
$CRWD$AMD$DHR
$2.5B
179 positions
#23Newbridge Financial Services Group, Inc.Passive
Slight overlap · 3 shared positions
$CRWD$AMD$DHR
$608M
1,182 positions
#24DARA CAPITAL US, INC.Passive
Slight overlap · 3 shared positions
$CRWD$AMD$DHR
$105M
119 positions
#25Elefante Mark BPassive
Slight overlap · 4 shared positions
$AMD$DHR$HON$CRWD
$182M
58 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.