13F Pro

Hedge Funds Similar to Abound Wealth

13F Portfolio OverlapQ3 2026Abound Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Abound Wealth Management is an institutional investor managing $537M across 1,444 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Abound Wealth are Beaird Harris Wealth, apricus wealth, Corps Advisors, with shared positions in $OKE, $FBTC, $PLTR, $AMGN, $CB, $SO. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive
Some overlap · 4 shared positions
$OKE$FBTC$PLTR$AMGN
$1.6B
707 positions
#2apricus wealth, LLCPassive
Some overlap · 5 shared positions
$OKE$CB$SO$AMGN$STT
$222M
128 positions
#3Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$PLTR$CRWD
$124M
99 positions
#4Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$OKE$PLTR$CRWD
$227M
47 positions
#5Columbus Macro, LLCPassive
Some overlap · 3 shared positions
$OKE$AFL$AMGN
$1.0B
208 positions
#6Fort Sheridan Advisors LLCPassive
Some overlap · 3 shared positions
$OKE$CRWD$DE
$928M
299 positions
#7TORRAY LLCActive
Some overlap · 3 shared positions
$OKE$AMGN$ORLY
$741M
91 positions
#8Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$FBTC$CB$OKE
$328M
180 positions
#9FLOYD FINANCIAL GROUP LLCActive
Some overlap · 5 shared positions
$OKE$PLTR$SPCX$ORLY$DE
$160M
62 positions
#10Bollard Group LLCActive
Some overlap · 3 shared positions
$OKE$SO$DE
$3.3B
309 positions
#11Hubbell Strickland Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$FBTC$PLTR$AFL
$277M
87 positions
#12Argyle Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$OKE$AMGN$CRWD$DE
$162M
175 positions
#13FARMERS TRUST CO
Slight overlap · 4 shared positions
$CB$PLTR$SO$STT
$637M
203 positions
#14VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$FBTC$CB$ORLY
$248M
158 positions
#15MEANS INVESTMENT CO., INC.Active
Slight overlap · 3 shared positions
$FBTC$PLTR$CRWD
$1.3B
209 positions
#16EverSource Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$FBTC$PLTR$CRWD
$3.0B
4,392 positions
#17Forum Financial Management, LPSmart money
Slight overlap · 3 shared positions
$OKE$AMGN$DE
$7.7B
342 positions
#18FLOW TRADERS U.S. LLCPassive
Slight overlap · 3 shared positions
$FBTC$PLTR$STT
$2.4B
979 positions
#19OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 4 shared positions
$PLTR$CB$SO$AMGN
$341M
320 positions
#20IBEX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$OKE$PLTR$AMGN
$1.3B
209 positions
#21Verity & Verity, LLCActive
Slight overlap · 3 shared positions
$OKE$AMGN$STT
$1.5B
139 positions
#22Objective Capital Management, LLCActive
Slight overlap · 3 shared positions
$FBTC$PLTR$AMGN
$112M
99 positions
#23Hudson Value Partners, LLCPassive
Slight overlap · 4 shared positions
$OKE$AMGN$CRWD$DE
$399M
113 positions
#24MAINSAIL ASSET MANAGEMENT, LLCActive
Slight overlap · 4 shared positions
$PLTR$SO$CB$JBHT
$249M
160 positions
#25Ipswich Investment Management Co., Inc.Passive
Slight overlap · 3 shared positions
$OKE$CB$AMGN
$468M
186 positions

Compare Abound Wealth’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Abound Wealth’s holdings

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.