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Hedge Funds Similar to BSW Wealth Partners

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

BSW Wealth Partners is an institutional investor managing $899M across 331 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 BSW Wealth Partners are Bulltick Wealth, SWP FINANCIAL, MAIMON WEALTH LTD., with shared positions in $IAU, $DELL, $NU, $PLTR, $ASML, $TRMB. The full ranking of 25 similar funds is below.

#1Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$DELL$NU$PLTR$ASML
$490M
134 positions
#2SWP FINANCIAL LLCActive
Some overlap · 3 shared positions
$IAU$TRMB$DOV
$216M
78 positions
#3MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$IAU$DOV$DELL$TRV
$130M
80 positions
#4EverSource Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$DELL$PLTR$ASML$DOV
$3.0B
4,392 positions
#5Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DELL$DOV
$829M
163 positions
#6TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$DOV
$983M
170 positions
#7PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 4 shared positions
$IAU$DOV$LIN$SNPS
$2.8B
186 positions
#8JSF Financial, LLCActive
Some overlap · 4 shared positions
$IAU$DELL$TRV$KLAC
$632M
142 positions
#9Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$ASML$TRV
$304M
194 positions
#10Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DELL$LIN$PFE
$955M
337 positions
#11SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$IAU$DELL$ASML$KLAC$SNPS
$973M
379 positions
#12Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$DELL$ASML
$324M
172 positions
#13Roger Wittlin Investment Advisory, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$PLTR
$127M
43 positions
#14NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$DOV$PLTR
$270M
74 positions
#15ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$DELL$PLTR
$753M
223 positions
#16White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$IAU$NU$ASML$SNPS
$802M
151 positions
#17Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$DELL
$2.8B
691 positions
#18Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$IAU$DOV$PLTR$LIN
$437M
707 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$ASML
$760M
229 positions
#20Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$ASML
$399M
87 positions
#21Dynasty Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$DELL$ASML$KLAC
$13.5B
367 positions
#22Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$ASML
$269M
107 positions
#23Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$ASML$KLAC
$819M
339 positions
#24Cogent Private Wealth, Inc.Passive
Some overlap · 3 shared positions
$IAU$DOV$KLAC
$160M
117 positions
#25Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$DOV$KLAC
$3.4B
392 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.