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Hedge Funds Similar to Ameliora Wealth Ltd.

13F Portfolio OverlapQ3 2026Ameliora Wealth Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Ameliora Wealth Management Ltd. is an institutional investor managing $350M across 239 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 Ameliora Wealth Ltd. are Luminist, Towneley , / DE, Kastel Advisors, with shared positions in $SGOL, $DOV, $SLV, $IBIT, $C, $IAU. The full ranking of 25 similar funds is below.

#1Luminist Capital LLCActive
Notable overlap · 5 shared positions
$SGOL$DOV$SLV$IBIT$C
$89M
418 positions
#2Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$SGOL$DOV$IAU
$505M
45 positions
#3Kastel Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$SGOL$DOV$IBIT
$158M
57 positions
#4Clear Retirement Advice LLCActive
Notable overlap · 3 shared positions
$SGOL$TJX$IAU
$149M
60 positions
#5Go Invest LLCSmart money
Notable overlap · 4 shared positions
$SGOL$SLV$IBIT$IAU
$473M
104 positions
#6Stillwater Private Wealth, LLCActive
Notable overlap · 3 shared positions
$SGOL$DOV$TJX
$153M
83 positions
#7New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$SGOL$SLV$IAU
$669M
62 positions
#8Wealth Watch Advisors, INCActive
Notable overlap · 5 shared positions
$SGOL$SLV$IAU$PWR$IBIT
$309M
142 positions
#9Encompass More Asset ManagementPassive
Notable overlap · 3 shared positions
$SGOL$SLV$IBIT
$712M
277 positions
#10McKinley Carter Wealth Services, Inc.Active
Some overlap · 4 shared positions
$DOV$TJX$C$PWR
$2.0B
323 positions
#11Connective Portfolio Management, LLCPassive
Some overlap · 4 shared positions
$C$SOFI$PWR$IAU
$67M
39 positions
#12Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$C$TJX$BA
$287M
33 positions
#13Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$SGOL$DOV$IAU$RIO
$406M
308 positions
#14FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 4 shared positions
$C$PWR$TJX$IAU
$203M
109 positions
#15GARDNER LEWIS ASSET MANAGEMENT L PPassive
Some overlap · 4 shared positions
$C$TJX$IBKR$BA
$449M
75 positions
#16Spahn Wealth & Retirement LLCActive
Some overlap · 4 shared positions
$C$SLV$IBKR$IBIT
$155M
38 positions
#17Parkside Investments, LLCActive
Some overlap · 3 shared positions
$C$SOFI$IAU
$879M
95 positions
#18Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$DOV$SLV$IAU$PWR$IBIT
$166M
570 positions
#19Arrow Capital Pty LtdActive
Some overlap · 3 shared positions
$C$PWR$IBKR
$118M
25 positions
#20MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 3 shared positions
$C$PWR$IBKR
$159M
28 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$C$SOFI$PWR$BA
$895M
185 positions
#22ANDERSON HOAGLAND & COActive
Some overlap · 5 shared positions
$C$PWR$SOFI$IAU$IBKR
$1.3B
135 positions
#23DSG Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$C$PWR$TJX$IAU
$704M
118 positions
#24Proficio Capital Partners LLCPassive
Some overlap · 5 shared positions
$DOV$SLV$IAU$IBIT$SGOL
$2.8B
691 positions
#25Longbow Finance SAPassive
Some overlap · 4 shared positions
$TJX$C$PWR$IBKR
$782M
59 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.