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Hedge Funds Similar to TopTier Wealth

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

TopTier Wealth Management, LLC is an institutional investor managing $166M across 133 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 TopTier Wealth are Wealth Watch Advisors, RiverGlades Family Offices, SMITH, MOORE, with shared positions in $MDY, $SLV, $IAU, $SYK, $GLW, $EPD. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive
Some overlap · 5 shared positions
$MDY$SLV$IAU$SYK$GLW
$309M
142 positions
#2RiverGlades Family Offices LLCActive
Some overlap · 5 shared positions
$SLV$IAU$EPD$ET$KLAC
$218M
108 positions
#3SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$MDY$SLV$IAU$GLW
$1.5B
586 positions
#4FIFTH THIRD SECURITIES, INC.Active
Some overlap · 3 shared positions
$MDY$SLV$IAU
$1.8B
360 positions
#5Collaborative Capital Advisors LLCActive
Some overlap · 5 shared positions
$MDY$IAU$EPD$ET$MS
$158M
83 positions
#6Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$SLV$IAU$GWW$SYK
$145M
99 positions
#7Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$SLV$MDY$IAU
$142M
408 positions
#8Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$SLV$IAU$GWW$GLW
$437M
707 positions
#9American Institute for Advanced Investment Management, LLPPassive
Some overlap · 4 shared positions
$MDY$SLV$EPD$KLAC
$173M
159 positions
#10SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$MDY$IAU$KLAC$GLW$WDC
$973M
379 positions
#11Firestone Capital ManagementActive
Some overlap · 4 shared positions
$MDY$IAU$EPD$MS
$537M
168 positions
#12Providence First Trust CoPassive
Some overlap · 5 shared positions
$MDY$SLV$KLAC$GLW$WDC
$358M
196 positions
#13ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 5 shared positions
$MDY$EPD$ET$SYK$GLW
$406M
127 positions
#14SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$MDY$EPD$MS$GLW
$166M
122 positions
#15Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$SLV$IAU$MDY
$279M
110 positions
#16Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 5 shared positions
$IAU$MDY$KLAC$RCL$WDC
$179M
189 positions
#17Sunbeam Capital Management, LLCActive
Some overlap · 4 shared positions
$MDY$EPD$ET$KLAC
$219M
124 positions
#18MAYPORT, LLCSmart money
Slight overlap · 5 shared positions
$MDY$IAU$KLAC$MS$GLW
$645M
134 positions
#19Private Harbour Investment Management & Counsel, LLCActive
Slight overlap · 4 shared positions
$SLV$IAU$SYK$EPD
$84M
36 positions
#20Orcam Financial GroupActive
Slight overlap · 3 shared positions
$MDY$IAU$KLAC
$205M
105 positions
#21NORTHWESTERN MUTUAL WEALTH MANAGEMENT COActive
Slight overlap · 3 shared positions
$MDY$IAU$KLAC
$187.2B
4,085 positions
#22Grove Bank & TrustPassive
Slight overlap · 3 shared positions
$MDY$IAU$KLAC
$1.0B
886 positions
#23Royal Palms Capital LLCPassive
Slight overlap · 4 shared positions
$SLV$EPD$ET$GLW
$114M
57 positions
#24Pettinga Financial Advisors LLCActive
Slight overlap · 3 shared positions
$SLV$IAU$MDY
$624M
156 positions
#25Exit Wealth Advisors, LLC.Passive
Slight overlap · 4 shared positions
$SLV$IAU$GLW$WDC
$220M
150 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.