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Hedge Funds Similar to Wealth Science Advisors

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

Wealth Science Advisors LLC is an institutional investor managing $225M across 97 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 Wealth Science Advisors are INVESTORS ASSET OF GEORGIA /GA/ /ADV, Meiji Yasuda America, Orca Wealth ,, with shared positions in $EFX, $GE, $AXP, $GILD, $AMAT, $MU. The full ranking of 25 similar funds is below.

#1INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 4 shared positions
$EFX$GE$AXP$GILD
$244M
182 positions
#2Meiji Yasuda America IncActive
Some overlap · 8 shared positions
$GE$AMAT$MU$PGR$CB$AXP
$404M
57 positions
#3Orca Wealth Management, LLCActive
Some overlap · 6 shared positions
$BTI$MU$GD$T$CB$EXE
$141M
67 positions
#4Capital Research Global InvestorsActive
Some overlap · 7 shared positions
$GE$VRTX$AMAT$PGR$WFC$UNH
$644.6B
459 positions
#5Left Brain Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GE$AMAT$MU$PGR$CB$APH
$255M
79 positions
#6Galvin, Gaustad & Stein, LLCPassive
Some overlap · 6 shared positions
$GE$VRTX$PGR$WFC$AXP$GEHC
$1.2B
252 positions
#7Western Financial Corp/CAActive
Some overlap · 6 shared positions
$GE$AMAT$MU$WFC$APH$WELL
$255M
127 positions
#8STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 5 shared positions
$GE$VRTX$MS$TT$PGR
$715M
72 positions
#9HF Advisory Group, LLCPassive
Some overlap · 7 shared positions
$BTI$MS$AMAT$T$WFC$TFC
$293M
166 positions
#10CERTUITY, LLCPassive
Some overlap · 5 shared positions
$GE$MS$MU$WFC$T
$1.5B
659 positions
#11DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$GE$AMAT$MU$TT$TMO
$105M
119 positions
#12Dempze Nancy EPassive
Some overlap · 7 shared positions
$VRTX$AMAT$MS$AXP$CB$UNH
$182M
92 positions
#13Bristol Gate Capital Partners Inc.Active
Some overlap · 5 shared positions
$GE$AMAT$TT$APH$TMO
$1.6B
31 positions
#14GQG Partners LLCActive
Some overlap · 5 shared positions
$BTI$PGR$T$CB$CVE
$63.1B
81 positions
#15BAXTER BROS INCPassive
Some overlap · 6 shared positions
$GE$MS$CB$WFC$TMO$AXP
$810M
166 positions
#16Knuff & Co LLCPassive
Some overlap · 6 shared positions
$EFX$VRTX$GE$TMO$AXP$GILD
$332M
134 positions
#17Fairbanks Capital Management, Inc.Passive
Some overlap · 5 shared positions
$EFX$APH$TMO$AXP$UNH
$160M
50 positions
#18guardian investment managementActive
Some overlap · 5 shared positions
$GE$AMAT$T$MU$AXP
$127M
60 positions
#19Winslow Capital Management, LLCActive
Some overlap · 5 shared positions
$GE$MU$TT$APH$MS
$25.6B
60 positions
#20Newport Trust Company, LLCSmart money
Some overlap · 6 shared positions
$GE$GD$T$COF$HUM$BTI
$40.7B
64 positions
#21Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 6 shared positions
$VRTX$GE$MU$APH$TMO$WELL
$585M
140 positions
#22Hartford Funds Management Co LLCSmart money
Some overlap · 7 shared positions
$MS$GE$VRTX$WFC$AXP$WELL
$1.2B
96 positions
#23Intrinsic Value Partners, LLCActive
Some overlap · 5 shared positions
$GE$AMAT$WFC$AXP$GEHC
$130M
69 positions
#24ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 5 shared positions
$GE$MS$AMAT$MU$AXP
$4.7B
104 positions
#25Lakeside Advisors, INC.Active
Some overlap · 6 shared positions
$GE$T$CB$GILD$WFC$HUM
$150M
65 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.