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Hedge Funds Similar to OPTIMA

13F Portfolio OverlapQ2 2026OPTIMA portfolio →
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Most similar hedge funds by 13F overlap

OPTIMA CAPITAL LLC is an institutional investor managing $253M across 165 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to OPTIMA are White Knight Strategic Wealth Advisors, Carter Financial Group, Next Level Wealth Planning, with shared positions in $BITB, $PLTR, $AXP, $MCD, $ET, $ETHW. The full ranking of 25 similar funds is below.

#1White Knight Strategic Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$BITB$PLTR$AXP$MCD
$143M
89 positions
#2Carter Financial Group, INC.Passive
Some overlap · 3 shared positions
$BITB$PLTR$AXP
$196M
132 positions
#3Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$BITB$PLTR$ET
$227M
74 positions
#4Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$BITB$PLTR$AXP
$462M
303 positions
#5BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$BITB$ET$ETHW
$453M
117 positions
#6Foster Group, Inc.Active
Some overlap · 5 shared positions
$PLTR$DOV$AXP$PFG$MCD
$3.7B
316 positions
#7Olistico Wealth, LLCPassive
Some overlap · 5 shared positions
$PLTR$ET$DOV$AXP$MCD
$239M
354 positions
#8Clear Creek Financial Management, LLCPassive
Slight overlap · 3 shared positions
$BITB$DOV$ETHW
$1.6B
643 positions
#9Fortis Group Advisors, LLCPassive
Slight overlap · 3 shared positions
$AAAU$DOV$PLTR
$626M
619 positions
#10Nikulski Financial, Inc.Passive
Slight overlap · 3 shared positions
$AAAU$PLTR$MCD
$464M
180 positions
#11GoalVest Advisory LLCActive
Slight overlap · 3 shared positions
$AAAU$PFG$MCD
$578M
725 positions
#12Pinion Investment Advisors, LLCActive
Slight overlap · 3 shared positions
$AAAU$PFG$MCD
$527M
205 positions
#13GENTRY PRIVATE WEALTH, LLCSmart money
Slight overlap · 3 shared positions
$AAAU$PFG$MCD
$194M
108 positions
#14LEGACY FINANCIAL GROUP, INC.Active
Slight overlap · 4 shared positions
$PLTR$ET$AXP$MCD
$444M
108 positions
#15Brendel Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$PLTR$DOV$AXP
$216M
101 positions
#16Van Cleef Asset Management,IncActive
Slight overlap · 3 shared positions
$PLTR$DOV$AXP
$1.0B
120 positions
#17Weaver Consulting GroupPassive
Slight overlap · 3 shared positions
$PLTR$DOV$AXP
$514M
305 positions
#18RHODES INVESTMENT ADVISORS INC /ADVPassive
Slight overlap · 3 shared positions
$PLTR$ET$AXP
$141M
124 positions
#19Strait & Sound Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PLTR$DOV$AAAU
$285M
174 positions
#20Mayfair Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$PLTR$DOV$MCD
$345M
186 positions
#21Rockline Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$DOV$MCD
$535M
108 positions
#22Christensen, King & Associates Investment Services, Inc.Active
Slight overlap · 3 shared positions
$PLTR$DOV$MCD
$276M
121 positions
#23Secure Asset Management, LLCPassive
Slight overlap · 3 shared positions
$PLTR$DOV$MCD
$753M
338 positions
#24U.S. Capital Wealth Advisors, LLC
Slight overlap · 3 shared positions
$PLTR$ET$MCD
$4.0B
1,008 positions
#25SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$PLTR$ET$MCD
$1.1B
136 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.