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Hedge Funds Similar to Walser Wealth Company, A Ltd Liability

13F Portfolio OverlapQ1 2026Walser Wealth Company, A Ltd Liability portfolio →
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Most similar hedge funds by 13F overlap

Walser Wealth Management Company, A Ltd Liability Co is an institutional investor managing $223M across 187 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 Walser Wealth Company, A Ltd Liability are NORTHEAST PLANNING ASSOCIATES, / NH /, Corecam AG, Ipsen Advisor Group, with shared positions in $SLV, $PSLV, $VZ, $SII, $FCX, $IBIT. The full ranking of 25 similar funds is below.

#1NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 3 shared positions
$SLV$PSLV$VZ
$149M
55 positions
#2Corecam AGActive
Notable overlap · 4 shared positions
$SLV$SII$FCX$IBIT
$117M
59 positions
#3Ipsen Advisor Group LLCPassive
Notable overlap · 5 shared positions
$SLV$JHG$AAAU$MS$GFI
$143M
104 positions
#4Corecam Pte. Ltd.Active
Notable overlap · 5 shared positions
$SLV$SII$FCX$IBIT$C
$231M
65 positions
#5PFS Partners, LLCActive
Notable overlap · 5 shared positions
$SLV$JHG$MS$MU$VZ
$218M
590 positions
#6BEAM WEALTH ADVISORS, INC.Active
Notable overlap · 4 shared positions
$SLV$FBTC$PSLV$MS
$402M
108 positions
#7McAlvany Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SLV$SCCO$CCJ
$149M
42 positions
#8Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 7 shared positions
$SLV$JHG$VRT$C$UNH$VZ
$477M
70 positions
#9Grand Central Investment GroupActive
Notable overlap · 3 shared positions
$SLV$IBIT$PSLV
$135M
44 positions
#10O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$SLV$CCJ$VZ
$124M
55 positions
#11RIA Advisory Group LLCPassive
Some overlap · 3 shared positions
$SLV$PSLV$IBIT
$421M
145 positions
#12Allegheny Financial Group LTDActive
Some overlap · 4 shared positions
$SLV$FBTC$MS$VZ
$742M
290 positions
#13Chicago Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SLV$GFI$MS
$251M
59 positions
#14Tandem Financial, LLCPassive
Some overlap · 4 shared positions
$SLV$SII$AAAU$MS
$314M
98 positions
#15RoundAngle Advisors LLCPassive
Some overlap · 3 shared positions
$SLV$IBIT$VZ
$134M
60 positions
#16Mason & Associates IncActive
Some overlap · 4 shared positions
$YMM$JHG$MS$VRT
$516M
160 positions
#17New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$SLV$PSLV$SII
$567M
61 positions
#18AUGUSTINE ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SLV$FCX$AAAU$MU
$444M
112 positions
#19RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$SLV$YMM$MS$IBIT
$132M
85 positions
#20Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$SLV$VRT$MU$VZ
$1.2B
93 positions
#21GROUP ONE TRADING, L.P.Passive
Some overlap · 4 shared positions
$YMM$SII$CCJ$MU
$52.2B
7,822 positions
#22Williams & Novak, LLCPassive
Some overlap · 3 shared positions
$SLV$MS$MU
$134M
143 positions
#23AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$SLV$SCCO$C
$200M
93 positions
#24Myriad Asset Management Advisors LLCActive
Some overlap · 6 shared positions
$FCX$C$MS$MU$AA$CCJ
$339M
47 positions
#25Riggs Asset Managment Co. Inc.Passive
Some overlap · 6 shared positions
$CCJ$YMM$SII$C$AA$PSLV
$486M
127 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.