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Hedge Funds Similar to Payne

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

Payne Capital LLC is an institutional investor managing $109M across 55 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 Payne are SBE DBA CEDAR COVE WEALTH PARTNERS, David R. Rahn & Associates, SHUFRO ROSE &, with shared positions in $USB, $ALPS, $SHW, $AMGN, $WT, $UL. The full ranking of 25 similar funds is below.

#1SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$USB$ALPS$SHW
$191M
88 positions
#2David R. Rahn & Associates Inc.Passive
Notable overlap · 4 shared positions
$USB$SHW$AMGN$WT
$354M
122 positions
#3SHUFRO ROSE & CO LLCActive
Notable overlap · 4 shared positions
$USB$ALPS$AMGN$UL
$1.5B
307 positions
#41 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 3 shared positions
$USB$WT$ALPS
$277M
270 positions
#5Barry Investment Advisors, LLCActive
Notable overlap · 5 shared positions
$USB$WT$ALPS$SHEL$AMGN
$454M
99 positions
#6IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$SHW$WT$USB$NVS$AMGN
$446M
95 positions
#7Riverbend Wealth Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$WT$USB$AMGN
$175M
152 positions
#8BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$USB$WT$SHW
$129M
217 positions
#9HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$USB$SHW$ABT
$280M
107 positions
#10Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$USB$WT$AMGN
$153M
344 positions
#11FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 3 shared positions
$USB$ALPS$WT
$653M
191 positions
#12Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$USB$SHEL$SHW
$192M
70 positions
#13Envision Financial LLCActive
Some overlap · 3 shared positions
$USB$WT$ALPS
$186M
46 positions
#14JBGlobal.com LLCActive
Some overlap · 3 shared positions
$USB$WT$NVS
$102M
27 positions
#15TAGStone Capital, Inc.Passive
Some overlap · 3 shared positions
$USB$WT$AMGN
$283M
137 positions
#16Causey Wealth LLCPassive
Some overlap · 3 shared positions
$USB$WT$AMGN
$236M
81 positions
#17Madrid Financial ServicesActive
Some overlap · 3 shared positions
$USB$WT$ALPS
$169M
26 positions
#18SURIENCE PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$ALPS$SHW$USB
$93M
40 positions
#19Hilton Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$ALPS$AMGN$UL
$1.3B
129 positions
#20Hudock, Inc.Active
Some overlap · 4 shared positions
$USB$SHW$WT$AMGN
$680M
200 positions
#21ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ALPS$SHW$USB
$276M
106 positions
#22MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$USB$WT$SHW
$147M
52 positions
#23Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$WT$ALPS
$516M
160 positions
#24OLD MISSION CAPITAL LLCActive
Some overlap · 3 shared positions
$USB$WT$SHW
$6.3B
1,062 positions
#25Element Wealth, LLCPassive
Some overlap · 3 shared positions
$ALPS$WT$SHW
$242M
207 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.