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Hedge Funds Similar to THRYVE WEALTH

13F Portfolio OverlapQ1 2026THRYVE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

THRYVE WEALTH MANAGEMENT LLC is an institutional investor managing $150M across 43 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 THRYVE WEALTH are Shira Ridge Wealth, FINANCIAL ADVISORY PARTNERS,, FIRST FINANCIAL /IN/, with shared positions in $OKTA, $MAR, $SE, $WT, $PANW, $BTC. The full ranking of 25 similar funds is below.

#1Shira Ridge Wealth ManagementActive
Some overlap · 3 shared positions
$OKTA$MAR$SE
$253M
79 positions
#2FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$OKTA$MAR$WT
$354M
66 positions
#3FIRST FINANCIAL CORP /IN/Active
Some overlap · 3 shared positions
$MAR$WT$PANW
$255M
303 positions
#4FCA CORP /TXPassive
Some overlap · 3 shared positions
$MAR$OKTA$SE
$354M
191 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 3 shared positions
$OKTA$MAR$PANW
$909M
112 positions
#6Harbor Asset Planning, Inc.Passive
Some overlap · 3 shared positions
$MAR$OKTA$WT
$119M
420 positions
#7Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$MAR$WT$SE
$218M
63 positions
#8My Personal CFO, LLCActive
Some overlap · 3 shared positions
$OKTA$MAR$SE
$228M
88 positions
#9Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$PANW$SE
$112M
97 positions
#10ATX Financial Planning, LLCPassive
Some overlap · 3 shared positions
$MAR$BTC$WT
$132M
81 positions
#11CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$MAR$MSTR$SE
$157M
130 positions
#12THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$MAR$WT$BTC$SE
$285M
94 positions
#13CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MAR$WT$PANW
$121M
104 positions
#14Bonfire FinancialActive
Some overlap · 4 shared positions
$OKTA$WT$MAR$MSTR
$133M
57 positions
#15Oxinas Partners Wealth Management LLCPassive
Some overlap · 4 shared positions
$OKTA$WT$MAR$SE
$219M
145 positions
#16WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$OKTA$WT$SE
$508M
107 positions
#17Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$WT$BTC$PANW
$154M
545 positions
#18Castle Rock Wealth Management, LLCPassive
Some overlap · 3 shared positions
$OKTA$WT$PANW
$462M
262 positions
#19Pasadena Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$BTC$WT$MSTR
$723M
277 positions
#20ShoreHaven Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$BTC$WT$SE$MAR
$278M
103 positions
#21PARK NATIONAL CORP /OH/Passive
Slight overlap · 3 shared positions
$MAR$WT$PANW
$3.3B
381 positions
#22Elmwood Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$OKTA$WT$SE
$362M
178 positions
#23Lauer Wealth, LLCActive
Slight overlap · 3 shared positions
$MAR$WT$MSTR
$126M
67 positions
#24National Wealth Management Group, LLCPassive
Slight overlap · 3 shared positions
$MAR$WT$SE
$269M
215 positions
#25LifeWealth Investments, LLCPassive
Slight overlap · 3 shared positions
$BTC$WT$MAR
$335M
141 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.