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Hedge Funds Similar to Basecamp Wealth Advisors

13F Portfolio OverlapQ2 2026Basecamp Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Basecamp Wealth Advisors LLC is an institutional investor managing $537M across 1,822 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Basecamp Wealth Advisors are 3EDGE Asset, Evelyn Partners Asset Ltd, Three Bridge Wealth Advisors, with shared positions in $DOV, $PHYS, $IAU, $ASML, $AZN, $KLAC. The full ranking of 25 similar funds is below.

#13EDGE Asset Management, LPActive
Some overlap · 3 shared positions
$DOV$PHYS$IAU
$2.2B
94 positions
#2Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$DOV$ASML$IAU$AZN
$406M
308 positions
#3Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$ASML$IAU
$399M
87 positions
#4Highland Investment Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$PHYS$IAU
$229M
734 positions
#5Sageworth Trust CoActive
Some overlap · 4 shared positions
$DOV$ASML$IAU$AZN
$2.5B
127 positions
#6AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ASML$KLAC
$832M
230 positions
#7FSM Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$ASML$KLAC
$939M
350 positions
#8Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$KLAC$IAU
$3.4B
392 positions
#9Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$DOV$KLAC$IAU
$160M
117 positions
#10Orcam Financial GroupActive
Some overlap · 3 shared positions
$DOV$KLAC$IAU
$205M
105 positions
#11Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 3 shared positions
$DOV$NVS$IAU
$637M
125 positions
#12PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$DOV$NVS$IAU
$2.8B
186 positions
#13Inscription Capital, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$KLAC
$1.1B
791 positions
#14Barry Investment Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$NVS$AZN
$478M
102 positions
#15Red Wave Investments LLCActive
Some overlap · 3 shared positions
$DOV$KLAC$GLW
$394M
122 positions
#16LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$KLAC
$687M
383 positions
#17Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$GLW
$212M
171 positions
#18Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$DOV$IAU$ASML
$259M
181 positions
#19SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$DOV$IAU$GLW
$216M
78 positions
#20South Shore Capital AdvisorsPassive
Some overlap · 5 shared positions
$DOV$ASML$KLAC$IAU$GLW
$149M
154 positions
#21Pictet North America Advisors SAActive
Some overlap · 4 shared positions
$DOV$ASML$IAU$AZN
$1.1B
154 positions
#22Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IAU$GLW
$475M
154 positions
#23WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$DOV$ASML$AZN
$2.1B
131 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$IAU$GLW
$1.2B
127 positions
#25Bleakley Financial Group, LLCPassive
Some overlap · 4 shared positions
$DOV$PHYS$ASML$KLAC
$7.9B
944 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.