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Hedge Funds Similar to Bucket List Wealth

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

Bucket List Wealth Management, LLC is an institutional investor managing $203M across 63 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 Bucket List Wealth are Kiker Wealth, Ferguson Shapiro, My Portfolio Guide, with shared positions in $OUNZ, $SLV, $SO, $PFE, $CSX, $STX. The full ranking of 25 similar funds is below.

#1Kiker Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$OUNZ$SLV$SO
$256M
161 positions
#2Ferguson Shapiro LLCActive
Some overlap · 3 shared positions
$OUNZ$SO$SLV
$342M
91 positions
#3My Portfolio Guide, LLC
Some overlap · 3 shared positions
$OUNZ$PFE$SO
$181M
166 positions
#4Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$OUNZ$CSX$STX
$913M
281 positions
#5Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$OUNZ$SLV$PFE$VZ$SO
$486M
249 positions
#6DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$OUNZ$VZ$CSX
$1.0B
1,347 positions
#7Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$OUNZ$PFE$STX$SO
$955M
337 positions
#8Aull & Monroe Investment Management CorpPassive
Slight overlap · 4 shared positions
$CSX$STX$VZ$SO
$239M
126 positions
#9RAHLFS CAPITAL, LLCPassive
Slight overlap · 4 shared positions
$SLV$PFE$VZ$SO
$136M
86 positions
#10Richard C. Young & CO., LTD.Passive
Slight overlap · 4 shared positions
$SLV$VZ$SO$VLO
$1.4B
101 positions
#11Bell BankActive
Slight overlap · 4 shared positions
$PFE$STX$VZ$SO
$2.6B
195 positions
#12MONEY CONCEPTS CAPITAL CORPPassive
Slight overlap · 4 shared positions
$OUNZ$VZ$SO$PFE
$2.2B
633 positions
#131620 INVESTMENT ADVISORS, INC.Passive
Slight overlap · 4 shared positions
$PFE$STX$VZ$SO
$161M
677 positions
#14Centennial Wealth Advisory LLCPassive
Slight overlap · 3 shared positions
$SLV$PFE$VZ
$463M
181 positions
#15AFFINITY INVESTMENT ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$PFE$STX$VZ$VLO
$197M
140 positions
#16Catherine Avery Investment Management LLCPassive
Slight overlap · 4 shared positions
$PFE$STX$VZ$VLO
$229M
166 positions
#17FIRST UNITED BANK & TRUSTPassive
Slight overlap · 4 shared positions
$CSX$VZ$SO$VLO
$348M
420 positions
#18Acorn Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$SLV$CSX$SO
$410M
303 positions
#19MPWM ADVISORY SOLUTIONS, LLCPassive
Slight overlap · 3 shared positions
$OUNZ$VZ$PFE
$218M
571 positions
#20North Forty Two & Co.Passive
Slight overlap · 3 shared positions
$SLV$CSX$VLO
$118M
104 positions
#21Trinity Legacy Partners, LLCPassive
Slight overlap · 4 shared positions
$STX$VZ$SO$VLO
$500M
110 positions
#22BlueChip Wealth Advisors LLCPassive
Slight overlap · 3 shared positions
$SLV$STX$SO
$264M
172 positions
#23DCM Advisors, LLCActive
Slight overlap · 3 shared positions
$CSX$PFE$VZ
$253M
38 positions
#24iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$CSX$PFE$SO
$142M
241 positions
#25Gordian Capital Singapore Pte LtdPassive
Slight overlap · 3 shared positions
$SLV$STX$RCL
$58M
126 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.