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Hedge Funds Similar to Platform Wealth ,

13F Portfolio OverlapQ4 2025Platform Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Platform Wealth Management, LLC is an institutional investor managing $376M across 60 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Platform Wealth , are WINDWARD /CA, Value Partners Investments, LAM GROUP,, with shared positions in $MAR, $CRM, $TJX, $ACN, $CME, $CVS. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 10 shared positions
$MAR$CRM$TJX$ACN$CME$CVS
$1.2B
69 positions
#2Value Partners Investments Inc.Active
Notable overlap · 3 shared positions
$CRM$ACN$CVS
$1.3B
105 positions
#3LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$AMN$MAR$NKE
$182M
136 positions
#4FMB WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$AMN$MAR$NKE
$242M
73 positions
#5Atala Financial IncPassive
Notable overlap · 6 shared positions
$MAR$TJX$AMN$CRM$ACN$DE
$149M
117 positions
#6Longview Partners (Guernsey) LTDActive
Notable overlap · 5 shared positions
$CRM$NKE$CME$FISV$AON
$7.1B
25 positions
#7RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 5 shared positions
$AMN$NKE$MAR$SBUX$DHR
$296M
80 positions
#8ABLE Financial Group, LLCPassive
Notable overlap · 3 shared positions
$AMN$NKE$CVS
$511M
206 positions
#9Hillman Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$NKE$CVS$FISV$CRM$CCZ
$144M
56 positions
#10CURIO WEALTH, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$TJX
$293M
1,255 positions
#11Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$MAR$MCD
$302M
51 positions
#12Arlington Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$CRM$NKE$SBUX$DE
$702M
95 positions
#13ATLas Financial Planning LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$MAR$DHR
$112M
69 positions
#14Lauterbach Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NKE$MAR
$205M
79 positions
#15Pacific Asset Management, LLCActive
Notable overlap · 4 shared positions
$AMN$NKE$SBUX$MCD
$179M
70 positions
#16GUARDCAP ASSET MANAGEMENT LtdSmart money
Some overlap · 3 shared positions
$ACN$NKE$CME
$1.7B
27 positions
#17HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CRM$ACN$FISV
$156M
41 positions
#18Gibraltar Capital Management, Inc.Active
Some overlap · 3 shared positions
$MAR$CRM$PYPL
$581M
125 positions
#19Trace Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$AMN$NKE$FISV$DE
$133M
66 positions
#20KEB ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$AMN$NKE$MAR$DE
$522M
97 positions
#21Meritas Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$NKE$CRM
$221M
60 positions
#22JDH Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$NKE$DHR
$148M
54 positions
#23Capstone Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$NKE$DHR
$143M
50 positions
#24Burk Holdings LLCPassive
Some overlap · 3 shared positions
$AMN$NKE$DHR
$233M
676 positions
#25COGENT STRATEGIC WEALTH LLCActive
Some overlap · 3 shared positions
$AMN$NKE$DHR
$97M
56 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.