13F Pro

Hedge Funds Similar to Wealth Alliance

13F Portfolio OverlapQ2 2026Wealth Alliance portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Capital Wealth Alliance, LLC is an institutional investor managing $215M across 99 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 Wealth Alliance are WEALTHCARE, WIT Partners Advisory Pte. Ltd., Entruity Wealth, with shared positions in $PSLV, $PHYS, $IBIT, $SII, $CTVA, $CEF. The full ranking of 25 similar funds is below.

#1WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Highly similar · 3 shared positions
$PSLV$PHYS$IBIT
$1.1B
105 positions
#2WIT Partners Advisory Pte. Ltd.Active
Substantial overlap · 4 shared positions
$PHYS$PSLV$SII$IBIT
$213M
16 positions
#3Entruity Wealth, LLCActive
Substantial overlap · 3 shared positions
$PSLV$PHYS$CTVA
$155M
54 positions
#4TrustWell Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$PHYS$CEF$PSLV$SGOL
$118M
78 positions
#5CAMELOT TECHNOLOGY ADVISORS, INC.Active
Substantial overlap · 3 shared positions
$PHYS$CEF$DBA
$149M
61 positions
#6MATAURO, LLCActive
Substantial overlap · 6 shared positions
$PHYS$CEF$MSTR$IBIT$OUNZ$SGOL
$756M
158 positions
#7Accordant Advisory Group IncPassive
Substantial overlap · 4 shared positions
$PHYS$PSLV$OUNZ$CEF
$148M
242 positions
#8Pekin Hardy Strauss, Inc.Passive
Notable overlap · 6 shared positions
$PHYS$OUNZ$PSLV$CEF$CEG$IBIT
$1.1B
511 positions
#9Guild Investment Management, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$OUNZ$YMM
$146M
59 positions
#10HC Advisors, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$SII
$165M
62 positions
#11New Harbor Financial Group, LLCActive
Notable overlap · 6 shared positions
$PSLV$PHYS$CEF$SII$BITB$SGOL
$633M
68 positions
#123EDGE Asset Management, LPActive
Notable overlap · 3 shared positions
$PHYS$CEF$BITB
$2.2B
94 positions
#13Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$IBIT
$193M
678 positions
#14Pacific Sage Partners, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$CEF
$705M
127 positions
#15Asset One Wealth Management LLCPassive
Notable overlap · 4 shared positions
$OUNZ$PSLV$PHYS$SII
$948M
347 positions
#16Mountain Lake Investment Management LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$SGOL
$161M
31 positions
#17Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$PSLV$IBIT$PHYS
$240M
74 positions
#18Walser Wealth Management Company, A Ltd Liability CoPassive
Notable overlap · 5 shared positions
$PHYS$SII$PSLV$YMM$VST
$241M
215 positions
#19Weiss Asset Management LPPassive
Some overlap · 7 shared positions
$MSTR$CEF$IBIT$PSLV$PHYS$MRVL
$9.5B
624 positions
#20Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$PHYS$IBIT$YMM
$214M
378 positions
#21Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$809M
259 positions
#22Beaird Harris Wealth Management, LLCActive
Some overlap · 4 shared positions
$MSTR$PHYS$PSLV$BITB
$1.6B
707 positions
#23Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$MSTR$IBIT$CEG$YMM
$167M
75 positions
#24Kiker Wealth Management, LLCPassive
Some overlap · 3 shared positions
$OUNZ$CEF$PSLV
$256M
161 positions
#25Farringdon Capital, Ltd.Passive
Some overlap · 4 shared positions
$IBIT$PHYS$MSTR$BITB
$202M
184 positions

Compare Wealth Alliance’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wealth Alliance’s holdings

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.