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Hedge Funds Similar to Chemistry Wealth

13F Portfolio OverlapQ3 2026Chemistry Wealth portfolio →
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Most similar hedge funds by 13F overlap

Chemistry Wealth Management LLC is an institutional investor managing $639M across 208 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Chemistry Wealth are Timber Creek, Sharkey, Howes & Javer, Adalta, with shared positions in $IAU, $BN, $ELV, $ABNB, $BDX, $SCHW. The full ranking of 25 similar funds is below.

#1Timber Creek Capital Management LLCPassive
Notable overlap · 7 shared positions
$IAU$BN$ELV$ABNB$BDX$SCHW
$490M
80 positions
#2Sharkey, Howes & JaverActive
Notable overlap · 4 shared positions
$IAU$BAH$AXP$ELV
$830M
159 positions
#3Adalta Capital Management LLCPassive
Notable overlap · 3 shared positions
$BN$AXP$MKL
$228M
103 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Notable overlap · 5 shared positions
$IAU$BKNG$SCHW$BDX$ELV
$637M
125 positions
#5Bigelow Investment Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$281M
154 positions
#6Palisades Hudson Asset Management, L.P.Active
Notable overlap · 4 shared positions
$IAU$AXP$MKL$DE
$286M
108 positions
#7PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Notable overlap · 5 shared positions
$IAU$SCHW$DE$SPGI$CRM
$2.8B
186 positions
#8EHRLICH FINANCIAL GROUPActive
Notable overlap · 3 shared positions
$IAU$AXP$DE
$193M
120 positions
#9Elevated Financial Group LLCActive
Notable overlap · 3 shared positions
$IAU$AXP$CRM
$357M
117 positions
#10Deane Retirement Strategies, Inc.Passive
Some overlap · 4 shared positions
$IAU$AXP$CRM$IAUM
$244M
53 positions
#11CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$AXP$BDX$DE
$357M
86 positions
#12LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$SPGI$CRM$NKE
$141M
91 positions
#13Oxbow Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$BKNG$ABNB
$1.2B
265 positions
#14GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 5 shared positions
$AXP$ELV$BKNG$SCHW$AMP
$906M
153 positions
#15INKWELL CAPITAL LLCActive
Some overlap · 7 shared positions
$AXP$MKL$ELV$SCHW$UHAL$OXY
$96M
31 positions
#16Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$SCHW$DE
$346M
112 positions
#17Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$SCHW$DE
$178M
72 positions
#18Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$DE$IAUM
$193M
68 positions
#19Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SPGI$IAUM
$163M
113 positions
#20Permanens Capital L.P.Active
Some overlap · 3 shared positions
$IAU$SPGI$IAUM
$972M
100 positions
#21Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DE$BKNG
$246M
210 positions
#22NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$IAUM$AXP
$283M
75 positions
#23Sather Financial Group IncActive
Some overlap · 4 shared positions
$BN$MKL$SPGI$NKE
$1.7B
121 positions
#24BARR E S & COActive
Some overlap · 4 shared positions
$AXP$BN$MKL$SCHW
$1.8B
112 positions
#25Unison Asset Management LLCActive
Some overlap · 5 shared positions
$AXP$ELV$BKNG$DE$NKE
$246M
32 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.