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Hedge Funds Similar to Belpointe Asset

13F Portfolio OverlapQ2 2026Belpointe Asset portfolio →
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Most similar hedge funds by 13F overlap

Belpointe Asset Management LLC is an institutional investor managing $3.1B across 1,121 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 Belpointe Asset are Innovations, Rockline Wealth, Murphy & Mullick, with shared positions in $BMI, $WM, $NEE, $DOV, $PLTR, $CRWD. The full ranking of 25 similar funds is below.

#1Capital Innovations LLCPassive
Slight overlap · 3 shared positions
$BMI$WM$NEE
$385M
51 positions
#2Rockline Wealth Management, LLCActive
Slight overlap · 4 shared positions
$DOV$PLTR$WM$NEE
$522M
107 positions
#3Murphy & Mullick Capital Management CorpPassive
Slight overlap · 4 shared positions
$DOV$PLTR$WM$CRWD
$161M
666 positions
#4Integrity Wealth Solutions LLCActive
Slight overlap · 4 shared positions
$DOV$PLTR$NEE$CRWD
$271M
129 positions
#5PLANNING DIRECTIONS INCActive
Slight overlap · 4 shared positions
$DOV$PLTR$NEE$ALAB
$216M
110 positions
#6MOSELEY INVESTMENT MANAGEMENT INC
Slight overlap · 4 shared positions
$DOV$PLTR$NEE$CRWD
$314M
163 positions
#7Lantern Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$DOV$BMY$NEE$CRWD
$218M
184 positions
#8KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PH$PLTR$WM$CRWD
$351M
166 positions
#9BALDWIN WEALTH PARTNERS LLC/MAPassive
Slight overlap · 4 shared positions
$DOV$WM$NEE$URI
$1.5B
234 positions
#10Ballast Rock Private Wealth LLCPassive
Slight overlap · 4 shared positions
$DOV$PLTR$BMY$CRWD
$217M
192 positions
#11Avalon Global Asset Management LLCActive
Slight overlap · 4 shared positions
$PH$PLTR$CRWD$URI
$917M
38 positions
#12Corient IA LLCPassive
Slight overlap · 4 shared positions
$PH$PLTR$CRWD$URI
$108M
249 positions
#13Comprehensive Financial Planning, Inc./PAPassive
Slight overlap · 4 shared positions
$PLTR$WM$CRWD$ALAB
$188M
427 positions
#14Benchmark Investment Advisors LLCPassive
Slight overlap · 4 shared positions
$PLTR$PH$CRWD$URI
$228M
70 positions
#15Emissary Wealth LLCPassive
Slight overlap · 4 shared positions
$PH$NEE$CRWD$URI
$131M
63 positions
#16Sigma Planning CorpPassive
Slight overlap · 4 shared positions
$PLTR$NEE$WM$CRWD
$4.0B
1,404 positions
#17PRAKASH INVESTMENT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$ALAB$URI
$174M
92 positions
#18Nova Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$PLTR$DOV$CRWD$URI
$181M
570 positions
#19Clay Northam Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$PLTR$CRWD$ALAB$NEE
$203M
109 positions
#20Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 4 shared positions
$WM$DOV$NEE$URI
$168M
145 positions
#21Endowment Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$DOV$PLTR$PH
$259M
181 positions
#22WBH ADVISORY INCPassive
Slight overlap · 3 shared positions
$DOV$PH$WM
$1.5B
363 positions
#23Sustainable Insight Capital Management, LLCActive
Slight overlap · 3 shared positions
$DOV$PH$PLTR
$233M
78 positions
#24Fairvoy Private Wealth, LLCPassive
Slight overlap · 4 shared positions
$NEE$CRWD$ALAB$URI
$495M
200 positions
#25iSAM Funds (UK) LtdPassive
Slight overlap · 3 shared positions
$DOV$PH$NEE
$142M
241 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.