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Hedge Funds Similar to Ponta Wealth Partners,

13F Portfolio OverlapQ1 2026Ponta Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Ponta Wealth Partners, LLC is an institutional investor managing $124M across 138 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 Ponta Wealth Partners, are Westhampton ,, Trifecta Advisors,, BNC WEALTH ,, with shared positions in $PH, $LMT, $DE, $ETN, $IBM, $LRCX. The full ranking of 25 similar funds is below.

#1Westhampton Capital, LLCPassive
Some overlap · 7 shared positions
$PH$LMT$DE$ETN$IBM$LRCX
$214M
129 positions
#2Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$LMT$TJX$ETN$AMD$LRCX
$646M
274 positions
#3BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$TJX$DE$ETN$AMD$ANET
$360M
106 positions
#4Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$TJX$DE$ETN$AMD$ANET
$946M
216 positions
#5PeakShares LLCPassive
Some overlap · 6 shared positions
$PLTR$CEG$TJX$IBM$AMD$MCD
$109M
116 positions
#6Rare Wolf Capital LLCPassive
Some overlap · 6 shared positions
$PLTR$NOW$LMT$DDOG$AMD$LRCX
$154M
127 positions
#7Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$TJX$DE$ETN$AMD$ANET
$247M
66 positions
#8RE ADVISERS CORPActive
Some overlap · 6 shared positions
$PH$TJX$DE$ETN$LRCX$MCD
$3.7B
111 positions
#9Nikulski Financial, Inc.Passive
Some overlap · 6 shared positions
$CEG$LMT$DE$PLTR$LRCX$MCD
$405M
175 positions
#10FARMERS TRUST COPassive
Some overlap · 6 shared positions
$PLTR$LMT$NEM$IBM$LRCX$MCD
$637M
203 positions
#11SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PH$CEG$ETN$AMD$ANET$LRCX
$229M
137 positions
#12STRATEGIC PLANNING GROUP, LLCPassive
Some overlap · 6 shared positions
$PLTR$TJX$NEM$AMD$ANET$LRCX
$715M
72 positions
#13Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$PLTR$PH$DE$ETN$ANET
$262M
320 positions
#14PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$CEG$NOW$AMD$LRCX
$128M
80 positions
#15River Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$DE$NOW$ETN$LRCX$CEG
$871M
205 positions
#16Cypress Capital GroupPassive
Some overlap · 6 shared positions
$LMT$TJX$SLV$NEM$LRCX$MCD
$889M
246 positions
#17Miller Capital Partners, Inc.Passive
Some overlap · 6 shared positions
$PH$DE$TJX$DDOG$LRCX$MCD
$208M
262 positions
#18OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$PLTR$LMT$ETN$SLV$IBM
$311M
318 positions
#19MARIETTA INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$PLTR$PH$ETN$ANET$LRCX
$499M
161 positions
#20SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$CEG$DE$ANET$LRCX
$688M
180 positions
#21Sun Financial IncPassive
Some overlap · 6 shared positions
$TJX$DE$ETN$AMD$ANET$LRCX
$200M
159 positions
#22CURIO WEALTH, LLCActive
Some overlap · 5 shared positions
$PLTR$LMT$TJX$IBM$AMD
$293M
1,255 positions
#23Purus Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$DE$AMD$ANET$APO$LMT
$314M
157 positions
#24Generate Investment Management LtdActive
Some overlap · 6 shared positions
$NOW$ETN$NEM$IBM$AMD$LRCX
$2.0B
70 positions
#25LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$PH$TJX$NEM$ANET$PLTR$AMD
$174M
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.