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Hedge Funds Similar to Benson Wealth

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

Benson Wealth Management INC is an institutional investor managing $99M across 367 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 Benson Wealth are Upper Left Wealth, Foundation Wealth, Pinpoint Asset (Singapore) Pte. Ltd., with shared positions in $IBIT, $GBTC, $BTC, $PLTR, $YMM, $COIN. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IBIT$GBTC$BTC
$193M
68 positions
#2Foundation Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$IBIT$GBTC$BTC$PLTR
$186M
62 positions
#3Pinpoint Asset Management (Singapore) Pte. Ltd.Active
Notable overlap · 3 shared positions
$IBIT$YMM$COIN
$493M
151 positions
#4ParaFi Capital LPActive
Notable overlap · 3 shared positions
$IBIT$BTC$COIN
$361M
24 positions
#5KALEIDOSCOPE CAPITAL LPActive
Notable overlap · 3 shared positions
$IBIT$BTC$ETH
$271M
16 positions
#6Go Invest LLCSmart money
Notable overlap · 3 shared positions
$IBIT$GBTC$SLV
$473M
104 positions
#7Pilgrim Partners Asia Pte LtdActive
Notable overlap · 3 shared positions
$IBIT$GBTC$PLTR
$234M
108 positions
#8SJBENEN ADVISORY, LLCSmart money
Notable overlap · 3 shared positions
$IBIT$COIN$PLTR
$165M
33 positions
#9Bayshore Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$IBIT$YMM$SLV
$214M
42 positions
#10Graetz Wealth LLCActive
Some overlap · 4 shared positions
$IBIT$ETH$APP$PLTR
$127M
84 positions
#11Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$IBIT$GBTC$SLV$YMM$ETH
$166M
570 positions
#12Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$IBIT$YMM$ETH
$207M
77 positions
#13Pasadena Private Wealth, LLCActive
Some overlap · 6 shared positions
$GBTC$SPG$BTC$ETHE$ETH$GDLC
$786M
309 positions
#14Alamea Verwaltungs GmbHActive
Some overlap · 3 shared positions
$IBIT$SLV$GBTC
$125M
73 positions
#15RIK SAYLOR FINANCIAL, INC.Active
Some overlap · 4 shared positions
$IBIT$YMM$SLV$PLTR
$151M
89 positions
#16Longitude (Cayman) Ltd.Active
Some overlap · 3 shared positions
$IBIT$COIN$SMCI
$314M
46 positions
#17Verde Servicos Internacionais S.A.Active
Some overlap · 3 shared positions
$IBIT$SLV$APP
$294M
41 positions
#18Guild Investment Management, Inc.Active
Some overlap · 4 shared positions
$GBTC$YMM$BTC$SLV
$146M
59 positions
#19GenTrust, LLCActive
Some overlap · 4 shared positions
$YMM$IBIT$COIN$PLTR
$2.6B
201 positions
#20DWM Financial Group, Inc.Active
Some overlap · 3 shared positions
$IBIT$SLV$GDLC
$112M
40 positions
#21Pettinga Financial Advisors LLCActive
Some overlap · 4 shared positions
$IBIT$SLV$BTC$YMM
$606M
158 positions
#22ALTERNA WEALTH MANAGEMENT, INCActive
Some overlap · 3 shared positions
$IBIT$BTC$SLV
$180M
109 positions
#23RIVERSEDGE ADVISORS, LLCActive
Some overlap · 3 shared positions
$IBIT$BTC$PLTR
$813M
368 positions
#24Hartmann Taylor Wealth Management, LLCActive
Some overlap · 5 shared positions
$GBTC$SLV$ETHE$GDLC$PLTR
$178M
61 positions
#25One Charles Private Wealth Services, LLCPassive
Some overlap · 3 shared positions
$GBTC$BTC$SLV
$434M
176 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.