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Hedge Funds Similar to Split Rock Private Trading & Wealth ,

13F Portfolio OverlapQ1 2026Split Rock Private Trading & Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Split Rock Private Trading & Wealth Management, LLC is an institutional investor managing $129M across 46 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 Split Rock Private Trading & Wealth , are Three Cord True Wealth ,, E6 Portfolios,, Dynamic Financial Group, with shared positions in $JHG, $AGQ, $GMM, $AMN, $USB, $MS. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money
Substantial overlap · 5 shared positions
$JHG$AGQ$GMM$AMN$USB
$180M
39 positions
#2E6 Portfolios, LLCActive
Substantial overlap · 4 shared positions
$JHG$GMM$MS$ETH
$96M
58 positions
#3Dynamic Financial GroupActive
Notable overlap · 4 shared positions
$JHG$GMM$SNOW$MS
$122M
69 positions
#4Divergent Planning, LLC
Notable overlap · 3 shared positions
$JHG$USB$MS
$392M
36 positions
#5Flaharty Asset Management, LLCActive
Notable overlap · 3 shared positions
$JHG$SNOW$AMN
$806M
133 positions
#6Tower Wealth Partners, Inc.Active
Notable overlap · 3 shared positions
$JHG$AGQ$AMN
$181M
87 positions
#7Lionshead Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$PWR$SNOW
$136M
108 positions
#8Financial Enhancement Group LLCPassive
Notable overlap · 3 shared positions
$JHG$GMM$USB
$807M
135 positions
#9Orion Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$MS$AMN
$290M
485 positions
#10MJP ASSOCIATES INC /ADVPassive
Notable overlap · 3 shared positions
$JHG$AGQ$AMN
$824M
231 positions
#11Bridgewealth Advisory Group, LLCActive
Notable overlap · 4 shared positions
$JHG$SNOW$AMN$UPS
$482M
135 positions
#12Great Point Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$JHG$GMM$FBTC$AMN$ETH
$542M
62 positions
#13Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$GMM
$137M
74 positions
#14NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 4 shared positions
$JHG$AMN$USB$MS
$777M
112 positions
#15Accel Wealth ManagementPassive
Notable overlap · 3 shared positions
$JHG$MS$AGQ
$383M
290 positions
#16Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$JHG$AGQ$MS
$462M
53 positions
#17MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$JHG$AGQ$GMM$MS
$144M
99 positions
#18Paladin Wealth, LLCPassive
Notable overlap · 4 shared positions
$JHG$MS$AGQ$PWR
$145M
125 positions
#19Bulwark Capital CorpActive
Notable overlap · 3 shared positions
$JHG$SNOW$MS
$162M
100 positions
#20TruWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$JHG$PWR$AMN$WPC
$2.1B
182 positions
#21CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$JHG$AGQ$MS
$648M
134 positions
#22PARTNERS WEALTH MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$MS
$97M
109 positions
#23Richmond Investment Services, LLCPassive
Notable overlap · 4 shared positions
$JHG$GMM$USB$AGQ
$619M
255 positions
#24Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$JHG$SNOW$AMN
$478M
42 positions
#25VIAWEALTH, LLCPassive
Notable overlap · 3 shared positions
$JHG$AGQ$USB
$180M
159 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.