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Hedge Funds Similar to Woodside Wealth

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

Woodside Wealth Management LLC is an institutional investor managing $128M across 44 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 Woodside Wealth are WARNER FINANCIAL,, White Lighthouse Investment, Clarity Advisors,, with shared positions in $BRZE, $UNIT, $SCHW, $IBM, $HUM, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1WARNER FINANCIAL, INCActive
Some overlap · 6 shared positions
$BRZE$UNIT$SCHW$IBM$HUM$__PARK_1390777
$292M
135 positions
#2White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$BRZE$UNIT$COP$SCHW$HUM
$721M
145 positions
#3Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$BRZE$UNIT$COP$SCHW$HUM
$215M
95 positions
#4CARDIFF PARK ADVISORS, LLCActive
Some overlap · 5 shared positions
$BRZE$UNIT$COP$SCHW$HUM
$1.3B
373 positions
#5Prospera Capital Management, LLCSmart money
Some overlap · 5 shared positions
$BRZE$UNIT$COP$HUM$SCHW
$199M
45 positions
#6CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 4 shared positions
$BRZE$UNIT$COP$SCHW
$532M
162 positions
#7Mustard Seed Financial, LLCPassive
Some overlap · 4 shared positions
$BRZE$UNIT$COP$SCHW
$167M
92 positions
#8Efficient Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$UNIT$COP$SCHW
$1.4B
58 positions
#9PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$BRZE$UNIT$COP$SCHW
$1.4B
283 positions
#10Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$BRZE$UNIT$COP$IBM
$149M
70 positions
#11Downshift Financial, LLCActive
Some overlap · 5 shared positions
$BRZE$UNIT$COP$HUM$SCHW
$193M
77 positions
#12Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BRZE$UNIT$COP$SCHW$HUM
$473M
582 positions
#13Gradient Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$BRZE$UNIT$COP$SCHW$HUM$__PARK_1390777
$386M
177 positions
#14Kastel Capital Advisors, LLCActive
Some overlap · 4 shared positions
$BRZE$UNIT$COP$HUM
$163M
55 positions
#15Meriwether Wealth & Planning, LLCActive
Some overlap · 5 shared positions
$BRZE$COP$SCHW$__PARK_1390777$CCZ
$183M
126 positions
#16SVRN Asset Management, LLCActive
Some overlap · 4 shared positions
$BRZE$UNIT$SCHW$HUM
$103M
37 positions
#17Family CFO IncActive
Some overlap · 4 shared positions
$BRZE$UNIT$SCHW$HUM
$223M
41 positions
#18Arbor Wealth Advisors LLCActive
Some overlap · 4 shared positions
$BRZE$UNIT$SCHW$HUM
$143M
56 positions
#19PROSPERITY BANCSHARES INCPassive
Some overlap · 4 shared positions
$BRZE$COP$SCHW$IBM
$125M
414 positions
#20Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$BRZE$COP$SCHW$IBM
$114M
84 positions
#21Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 5 shared positions
$BRZE$COP$HUM$SCHW$__PARK_1390777
$578M
118 positions
#22MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$BRZE$SCHW$IBM$HUM$CCZ
$184M
74 positions
#23McClarren Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$BRZE$UNIT$HUM$SCHW
$169M
79 positions
#24Madden Advisory Services, Inc.Passive
Some overlap · 4 shared positions
$BRZE$COP$SCHW$HUM
$254M
108 positions
#25FIDELIS iM, LLCSmart money
Some overlap · 4 shared positions
$BRZE$COP$SCHW$HUM
$264M
25 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.