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Hedge Funds Similar to AFFINITY WEALTH

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

AFFINITY WEALTH MANAGEMENT LLC is an institutional investor managing $661M across 103 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 AFFINITY WEALTH are KADENSA Ltd, ARK Investment, Nikko Asset Americas,, with shared positions in $PLTR, $TER, $FLEX, $DE, $STX, $LRCX. The full ranking of 25 similar funds is below.

#1KADENSA CAPITAL LtdActive
Some overlap · 3 shared positions
$PLTR$TER$FLEX
$718M
39 positions
#2ARK Investment Management LLCActive
Some overlap · 3 shared positions
$PLTR$TER$DE
$12.9B
182 positions
#3Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$PLTR$TER$DE
$7.1B
186 positions
#4Dedeker Financial LLCPassive
Some overlap · 3 shared positions
$PLTR$STX$LRCX
$115M
50 positions
#5BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 3 shared positions
$PLTR$TER$STX
$277M
114 positions
#6FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PLTR$TER$NRG$CAH$LRCX
$399M
173 positions
#7Gunderson Capital Management Inc.Passive
Some overlap · 4 shared positions
$PLTR$STX$SO$ETN
$239M
46 positions
#8Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$PLTR$STX$LRCX
$65M
34 positions
#9CONNORS INVESTOR SERVICES INCActive
Some overlap · 3 shared positions
$PLTR$LIN$ETN
$1.1B
149 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$TER$STX$LIN$ETN$DE
$1.2B
69 positions
#11Trivest Advisors LtdSmart money
Some overlap · 4 shared positions
$TER$STX$LIN$LRCX
$1.4B
29 positions
#12Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$STX$SCCO
$114M
52 positions
#13Telemark Asset Management, LLCActive
Some overlap · 3 shared positions
$PLTR$TER$LRCX
$1.1B
53 positions
#14CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$STX$TER$LRCX
$449M
261 positions
#15Bouvel Investment Partners, LLCPassive
Some overlap · 3 shared positions
$TER$PLTR$ETN
$345M
78 positions
#16Dorsey Wright & AssociatesPassive
Some overlap · 4 shared positions
$PLTR$NRG$STX$CAH
$807M
158 positions
#17Anther Capital LtdActive
Some overlap · 3 shared positions
$STX$TER$LRCX
$3.8B
31 positions
#18DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$ETN$SO
$77M
67 positions
#19Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$ETN$LRCX
$108M
97 positions
#20Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$PLTR$ETN$DE
$262M
320 positions
#21Bluebird Wealth Management LLCPassive
Some overlap · 3 shared positions
$TER$LIN$ETN
$98M
77 positions
#22Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$SCCO$BKNG
$147M
189 positions
#23Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$STX$SO$LRCX
$178M
70 positions
#24Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$TER$STX$LRCX
$120M
30 positions
#25Independent Solutions Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$ETN$SCCO
$679M
185 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.