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Hedge Funds Similar to SpringVest Wealth

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

SpringVest Wealth Management LLC is an institutional investor managing $146M across 67 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 SpringVest Wealth are DecisionPoint Financial,, Longview Financial Advisors, Davidson, with shared positions in $USB, $COP, $IAU, $WT, $AEP, $DUK. The full ranking of 25 similar funds is below.

#1DecisionPoint Financial, LLCActive
Substantial overlap · 3 shared positions
$USB$COP$IAU
$464M
679 positions
#2Longview Financial Advisors LLCActive
Substantial overlap · 3 shared positions
$USB$COP$WT
$184M
157 positions
#3Davidson Capital Management Inc.Active
Substantial overlap · 4 shared positions
$USB$COP$AEP$DUK
$552M
93 positions
#4Foundation Wealth Management, LLC\PAActive
Substantial overlap · 4 shared positions
$USB$COP$MKL$IAU
$284M
91 positions
#5NEPC LLCSmart money
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$5.0B
51 positions
#6KEYVANTAGE WEALTH, LLCActive
Substantial overlap · 5 shared positions
$USB$COP$DDOG$SLV$PM
$227M
92 positions
#7Hassell Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$298M
28 positions
#8CYPRESS FINANCIAL PLANNING LLCActive
Substantial overlap · 4 shared positions
$USB$COP$HUM$DDOG
$363M
102 positions
#9Pioneer Wealth Management GroupSmart money
Substantial overlap · 4 shared positions
$USB$HUM$DDOG$MKL
$357M
50 positions
#10MilWealth Group LLCSmart money
Substantial overlap · 4 shared positions
$USB$HUM$MKL$COP
$420M
81 positions
#11Strategic Financial Services, Inc.Smart money
Substantial overlap · 3 shared positions
$USB$COP$DDOG
$2.1B
152 positions
#12Insight Wealth Partners, LLCSmart money
Substantial overlap · 5 shared positions
$USB$COP$IAU$PHYS$REGN
$713M
120 positions
#13CMC Financial GroupActive
Notable overlap · 4 shared positions
$USB$AGQ$WT$REGN
$51M
38 positions
#14FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$WT$HUM
$354M
66 positions
#15Fortress Financial Solutions, LLCActive
Notable overlap · 5 shared positions
$USB$COP$AEP$MKL$SLV
$96M
56 positions
#16Forest Hill Capital, LLCActive
Notable overlap · 3 shared positions
$USB$PHYS$SLV
$152M
19 positions
#17WESCAP Management Group, Inc.Active
Notable overlap · 6 shared positions
$USB$COP$IAU$WT$HUM$SLV
$508M
107 positions
#18Farrell Financial LLCPassive
Notable overlap · 7 shared positions
$USB$COP$IAU$DDOG$WT$HUM
$167M
76 positions
#19Evergreen Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$HUM$DDOG$MKL
$426M
168 positions
#20Legacy Edge Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$951M
223 positions
#21JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$COP$USB$WT
$102M
27 positions
#22Benchmark Financial, LLCActive
Notable overlap · 5 shared positions
$USB$AGQ$DDOG$COP$HUM
$111M
52 positions
#23NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 3 shared positions
$USB$MKL$SLV
$149M
55 positions
#24TAGStone Capital, Inc.Passive
Notable overlap · 7 shared positions
$USB$COP$DDOG$WT$IAU$HUM
$283M
137 positions
#25VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$108M
49 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.