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Hedge Funds Similar to Bucket List Wealth ,

13F Portfolio OverlapQ1 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 Q1 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 Three Cord True Wealth ,, Dogwood Wealth, SFG Wealth ,, with shared positions in $AMN, $OUNZ, $AGQ, $JHG, $SCHW, $GE. The full ranking of 25 similar funds is below.

#1Three Cord True Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$AMN$OUNZ$AGQ$JHG
$180M
39 positions
#2Dogwood Wealth Management LLCPassive
Notable overlap · 6 shared positions
$AMN$AGQ$OUNZ$JHG$SCHW$GE
$230M
860 positions
#3SFG Wealth Management, LLC.Active
Notable overlap · 4 shared positions
$AMN$OUNZ$SLV$WT
$243M
100 positions
#4Wheelhouse Advisory Group LLCActive
Notable overlap · 4 shared positions
$AMN$NTRB$T$HUM
$302M
51 positions
#5ACCREDITED INVESTOR SERVICES, LLCSmart money
Notable overlap · 4 shared positions
$AMN$JHG$SLV$HUM
$156M
77 positions
#6Great Point Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$JHG$WT
$542M
62 positions
#7Burk Holdings LLCPassive
Notable overlap · 5 shared positions
$AMN$SCHW$IBM$WT$HUM
$233M
676 positions
#8Flagstone Financial ManagementSmart money
Notable overlap · 5 shared positions
$AMN$SCHW$VZ$HUM$VLO
$403M
71 positions
#9DEFINE FINANCIAL, LLCSmart money
Notable overlap · 3 shared positions
$AMN$SCHW$AGQ
$184M
41 positions
#10Trace Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$AMN$SCHW$PFE$WT$HUM
$133M
66 positions
#11BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$AMN$SCHW$HUM$RCL
$251M
40 positions
#12Harbor Group, Inc.Active
Notable overlap · 5 shared positions
$AMN$CSX$GE$T$VZ
$692M
116 positions
#13Symmetry Partners, LLCActive
Notable overlap · 4 shared positions
$AMN$SCHW$T$GE
$1.8B
209 positions
#14RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 4 shared positions
$AMN$SCHW$IBM$WT
$350M
53 positions
#15Parkshore Wealth Management, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$CSX$IBM$GE
$299M
69 positions
#16KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$AMN$IBM$NTRB$GE
$522M
97 positions
#17Drake & Associates, LLCActive
Notable overlap · 4 shared positions
$AMN$OUNZ$JHG$GE
$525M
97 positions
#18TCI Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$AMN$IBM$SCHW$T
$1.9B
251 positions
#19WMG Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$VZ$WT$T
$240M
100 positions
#20EAGLE WEALTH STRATEGIES LLCActive
Notable overlap · 4 shared positions
$AMN$VZ$WT$T
$228M
114 positions
#21COWA, LLCActive
Notable overlap · 4 shared positions
$AMN$IBM$WT$T
$371M
158 positions
#22Unison Advisors LLCActive
Notable overlap · 4 shared positions
$AMN$VZ$WT$VLO
$1.3B
175 positions
#23Beaird Harris Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$SCHW$WT$AGQ
$1.5B
686 positions
#24Avondale Wealth ManagementActive
Notable overlap · 3 shared positions
$AMN$SCHW$GE
$203M
71 positions
#25Allegiance Financial Group Advisory Services LLCActive
Notable overlap · 3 shared positions
$AMN$SCHW$GE
$503M
198 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.