13F Pro

Hedge Funds Similar to Palatine Hill Wealth ,

13F Portfolio OverlapQ1 2026Palatine Hill Wealth , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Palatine Hill Wealth Management, LLC is an institutional investor managing $115M across 48 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 Palatine Hill Wealth , are KALEIDOSCOPE, Cobblestone Asset, WealthTrak, with shared positions in $ARKB, $ETHA, $BITB, $GMM, $IBM, $LEN. The full ranking of 25 similar funds is below.

#1KALEIDOSCOPE CAPITAL LPActive
Notable overlap · 3 shared positions
$ARKB$ETHA$BITB
$260M
15 positions
#2Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$GMM$ETHA$IBM
$222M
73 positions
#3WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$GMM$LEN$MKL
$140M
80 positions
#4STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$GMM$LEN$ANET
$113M
82 positions
#5BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$LEN$WT
$900M
124 positions
#6KFG WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GMM$LEN$IBM
$774M
216 positions
#7Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$WT$IBM
$139M
52 positions
#8My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$MKL$ANET
$181M
166 positions
#9Values Added Financial LLCPassive
Some overlap · 3 shared positions
$GMM$MKL$IBM
$238M
134 positions
#10Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$WT$MKL$LEN
$238M
108 positions
#11Intesa Sanpaolo S.p.A.Active
Some overlap · 3 shared positions
$ARKB$PH$EMR
$1.7B
219 positions
#12JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$WT$MKL
$1.2B
819 positions
#13Farringdon Capital, Ltd.Passive
Some overlap · 4 shared positions
$ETHA$BITB$ARKB$LEN
$457M
359 positions
#14CGN Advisors LLCPassive
Some overlap · 3 shared positions
$GMM$WT$MKL
$1.3B
317 positions
#15ERn Financial, LLCActive
Some overlap · 3 shared positions
$GMM$WT$ANET
$532M
150 positions
#16Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$GMM$ANET$WT
$2.3B
143 positions
#17SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$GMM$WT$MKL
$676M
137 positions
#18Tortoise Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$WT$MKL
$1.2B
252 positions
#19Elm Partners Management LLCActive
Some overlap · 3 shared positions
$GMM$IBM$MKL
$2.3B
158 positions
#20VICUS CAPITALActive
Some overlap · 3 shared positions
$GMM$WT$LEN
$1.4B
250 positions
#21Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$GMM$MKL$WT
$255M
49 positions
#22NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$GMM$WT$EMR$IBM
$2.2B
1,217 positions
#23Rodgers & Associates, LTDActive
Slight overlap · 4 shared positions
$GMM$PH$WT$MKL
$982M
101 positions
#24Upper Left Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$GMM$BITB$MKL$ARKB
$169M
68 positions
#25Integrated Investment Consultants, LLCPassive
Slight overlap · 3 shared positions
$GMM$EMR$IBM
$471M
263 positions

Compare Palatine Hill Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Palatine Hill Wealth ,’s holdings

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.