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Hedge Funds Similar to WEALTHEDGE INVESTMENT ADVISORS,

13F Portfolio OverlapQ1 2026WEALTHEDGE INVESTMENT ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

WEALTHEDGE INVESTMENT ADVISORS, LLC is an institutional investor managing $272M across 141 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 WEALTHEDGE INVESTMENT ADVISORS, are HEADINVEST,, Petix & Botte, EPIQ PARTNERS,, with shared positions in $JHG, $USB, $KKR, $INTU, $MCD, $EPAM. The full ranking of 25 similar funds is below.

#1HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$KKR$INTU
$488M
225 positions
#2Petix & Botte CoPassive
Some overlap · 4 shared positions
$JHG$USB$KKR$MCD
$449M
137 positions
#3EPIQ PARTNERS, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$EPAM$UNH
$214M
83 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$JHG$USB$ABT$MCD
$280M
107 positions
#5Auour Investments LLCActive
Some overlap · 4 shared positions
$JHG$USB$KKR$EPAM
$318M
91 positions
#6VIAWEALTH, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$UNH
$180M
159 positions
#7Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$JHG$USB$KKR
$320M
972 positions
#8Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$JHG$USB$INTU
$192M
70 positions
#94WEALTH ADVISORS, INC.Passive
Some overlap · 4 shared positions
$JHG$USB$ABT$MCD
$117M
142 positions
#10Obermeyer Wealth PartnersPassive
Some overlap · 5 shared positions
$JHG$UNH$UPS$AON$USB
$2.2B
299 positions
#11ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 3 shared positions
$JHG$USB$CRM
$382M
76 positions
#12Englebert Financial Advisers, LLCActive
Some overlap · 4 shared positions
$JHG$UNH$CRM$MU
$88M
55 positions
#13Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$JHG$USB$MCD
$1.3B
129 positions
#14Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$JHG$USB$CRM
$619M
255 positions
#15Clearwater Capital Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$USB$KKR$MCD
$1.2B
177 positions
#16Brown Financial AdvisorsPassive
Some overlap · 4 shared positions
$JHG$UNH$ABT$MCD
$264M
209 positions
#17RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$JHG$USB$MDLZ$MCD
$136M
86 positions
#18Beaumont Asset Management, L.L.C.Active
Some overlap · 4 shared positions
$JHG$MDLZ$CRM$EPAM
$222M
76 positions
#191 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$JHG$USB$MCD
$277M
270 positions
#20Gradient Investments LLCPassive
Some overlap · 4 shared positions
$JHG$UNH$ABT$MCD
$6.5B
420 positions
#21Burford Brothers, Inc.Passive
Some overlap · 4 shared positions
$JHG$CRM$PGR$GE
$244M
172 positions
#22Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$UNH$ABT$MCD
$145M
125 positions
#23CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$JHG$USB$CRM
$309M
132 positions
#24DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$JHG$KKR$CRM
$163M
58 positions
#25LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 6 shared positions
$USB$UNH$KKR$PGR$ABT$AON
$273M
52 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.