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Hedge Funds Similar to Ponta Wealth Partners

13F Portfolio OverlapQ2 2026Ponta Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Ponta Wealth Partners, LLC is an institutional investor managing $187M across 199 U.S. equity positions as of Q2 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 Sun Financial, BNC WEALTH, Teamwork Financial Advisors, with shared positions in $PLTR, $ETN, $DE, $TJX, $KLAC, $NOW. The full ranking of 25 similar funds is below.

#1Sun Financial IncPassive
Some overlap · 7 shared positions
$PLTR$ETN$DE$TJX$KLAC$NOW
$212M
161 positions
#2BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$PLTR$ETN$DE$TJX$KLAC$NOW
$414M
106 positions
#3Teamwork Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$ETN$DE$TJX$KLAC$NOW
$1.1B
215 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 7 shared positions
$PLTR$KLAC$SNDK$NOW$CRWD$ANET
$228M
70 positions
#5Prosperity Financial Group, Inc.Passive
Some overlap · 6 shared positions
$PLTR$ETN$DE$TJX$KLAC$SNDK
$323M
184 positions
#6Greenline Wealth Management LLCPassive
Some overlap · 7 shared positions
$PLTR$KLAC$SNDK$CRWD$TJX$ETN
$122M
131 positions
#7Evansbrook LLCActive
Some overlap · 6 shared positions
$PH$ETN$DE$TJX$CRWD$ANET
$168M
127 positions
#8Nikulski Financial, Inc.Passive
Some overlap · 6 shared positions
$PLTR$DE$TJX$CEG$CRWD$LMT
$464M
180 positions
#9Vivid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$ETN$DE$TJX$KLAC$NOW$ANET
$284M
73 positions
#10Eagle Strategies LLCPassive
Some overlap · 6 shared positions
$ETN$KLAC$CEG$NOW$CRWD$ANET
$1.0B
273 positions
#11GC Wealth Management RIA, LLCPassive
Some overlap · 6 shared positions
$PH$TJX$NOW$CRWD$ETN$ANET
$1.7B
483 positions
#12WASHINGTON TRUST BANKPassive
Some overlap · 5 shared positions
$PH$PLTR$DE$TJX$NOW
$1.4B
206 positions
#13Vident Advisory, LLCPassive
Some overlap · 6 shared positions
$PLTR$KLAC$CRWD$LMT$SNDK$TJX
$13.9B
1,919 positions
#14Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$PH$PLTR$ETN$DE$ANET
$324M
322 positions
#15Titan Wealth (CI) LtdPassive
Some overlap · 6 shared positions
$PLTR$KLAC$NOW$CRWD$ANET$LMT
$269M
51 positions
#16Avalon Global Asset Management LLCActive
Some overlap · 5 shared positions
$PH$PLTR$ETN$NOW$CRWD
$917M
38 positions
#17Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$PH$ETN$DE$KLAC$TJX
$257M
258 positions
#18BTC Capital Management, Inc.Passive
Some overlap · 5 shared positions
$PH$ETN$DE$TJX$CRWD
$1.6B
207 positions
#19KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PH$PLTR$KLAC$CRWD$LMT
$351M
166 positions
#20Acumen Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PH$ETN$TJX$KLAC$ANET
$472M
493 positions
#21Westerkirk Capital Inc.Active
Some overlap · 5 shared positions
$PH$ETN$TJX$KLAC$ANET
$1.0B
212 positions
#22QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$PLTR$ETN$TJX$KLAC$ANET
$856M
115 positions
#23Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$PLTR$ETN$DE$CRWD$LMT
$599M
225 positions
#24Cache Advisors, LLCActive
Some overlap · 6 shared positions
$PLTR$SNDK$CRWD$ANET$NOW$KLAC
$1.2B
139 positions
#25Trifecta Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$ETN$TJX$CRWD$LMT
$776M
493 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.