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Hedge Funds Similar to SIMA Wealth Partners,

13F Portfolio OverlapQ1 2026SIMA Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

SIMA Wealth Partners, LLC is an institutional investor managing $131M across 131 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 SIMA Wealth Partners, are Forthright Family Wealth Advisory, Verus Financial Partners,, American Money ,, with shared positions in $SNOW, $PM, $VLTO, $MO, $DHR, $NSC. The full ranking of 25 similar funds is below.

#1Forthright Family Wealth Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$PM$VLTO$MO
$149M
63 positions
#2Verus Financial Partners, Inc.Smart money
Some overlap · 5 shared positions
$SNOW$PM$DHR$MO$NSC
$1.1B
121 positions
#3American Money Management, LLCActive
Some overlap · 3 shared positions
$SNOW$PM$MCD
$632M
168 positions
#4SOUTHERN MICHIGAN BANK & TRUSTActive
Some overlap · 7 shared positions
$SNOW$MCD$MO$PM$SYK$GD
$261M
424 positions
#5Windward Private Wealth Management Inc.Smart money
Some overlap · 5 shared positions
$SNOW$VLTO$DHR$EMR$SE
$289M
44 positions
#6FLC Capital AdvisorsPassive
Some overlap · 4 shared positions
$SNOW$PM$VLTO$CMI
$560M
221 positions
#7HARBOR ADVISORY CORP /MA/Passive
Some overlap · 5 shared positions
$SNOW$MCD$GMM$SE$KO
$333M
79 positions
#8Richard W. Paul & Associates, LLCPassive
Some overlap · 4 shared positions
$SNOW$PM$SE$COIN
$297M
300 positions
#9FC Advisory LLCActive
Some overlap · 4 shared positions
$SNOW$VLTO$DHR$GMM
$342M
115 positions
#10Passive Capital Management, LLC.Active
Some overlap · 4 shared positions
$SNOW$MCD$AUB$PM
$335M
104 positions
#11BRIGHTON SECURITIES CORP.Smart money
Some overlap · 4 shared positions
$SNOW$VLTO$GMM$SYK
$208M
47 positions
#12Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$PM$MO
$495M
279 positions
#13Courage Miller Partners, LLCActive
Some overlap · 5 shared positions
$SNOW$DHR$MCD$PM$SE
$354M
92 positions
#14MATHER GROUP, LLC.Active
Some overlap · 3 shared positions
$SNOW$VLTO$MCD
$10.0B
1,896 positions
#15Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$MCD$DHR
$742M
168 positions
#16Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$SNOW$MCD$DHR
$213M
124 positions
#17Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$MO
$163M
67 positions
#18JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$SNOW$DHR$GMM
$205M
139 positions
#19Asset Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$SNOW$PM$MCD
$199M
116 positions
#20Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$SNOW$VLTO$GMM
$112M
80 positions
#21NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$SNOW$GMM$MCD$KO
$247M
71 positions
#22Cassaday & Co Wealth Management LLCActive
Some overlap · 4 shared positions
$SNOW$GMM$MCD$SE
$4.7B
1,361 positions
#23Western Reserve Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$GMM$MCD$PH$SYK
$122M
50 positions
#24Beckerman Institutional, LLCPassive
Some overlap · 3 shared positions
$SNOW$PM$KO
$188M
121 positions
#25LVW Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$MO$MCD$GD
$1.0B
436 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.