13F Pro

Hedge Funds Similar to Clientfirst Wealth

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

Clientfirst Wealth Management, LLC is an institutional investor managing $122M across 53 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 Clientfirst Wealth are BITTERROOT ADVISORS, Madison Park Advisors, LCM, with shared positions in $MDY, $IBIT, $FBTC, $PLTR, $ETHA, $DDS. The full ranking of 25 similar funds is below.

#1BITTERROOT CAPITAL ADVISORS LLCSmart money
Some overlap · 3 shared positions
$MDY$IBIT$FBTC
$166M
53 positions
#2Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$FBTC$PLTR
$140M
65 positions
#3LCM Capital Management IncActive
Some overlap · 3 shared positions
$MDY$PLTR$ETHA
$230M
129 positions
#4Sageworth Trust CoActive
Some overlap · 3 shared positions
$MDY$IBIT$PLTR
$2.5B
127 positions
#5ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$MDY$IBIT$FBTC
$621M
90 positions
#6Balboa Wealth PartnersPassive
Slight overlap · 3 shared positions
$MDY$DDS$PLTR
$734M
476 positions
#7ABOUND FINANCIAL, LLCActive
Slight overlap · 3 shared positions
$MDY$IBIT$ETHA
$251M
297 positions
#8JDM Financial Group LLCActive
Slight overlap · 3 shared positions
$MDY$SPG$PLTR
$293M
332 positions
#9Camelot Portfolios, LLCPassive
Slight overlap · 3 shared positions
$IBIT$PLTR$FBTC
$143M
202 positions
#10Objective Capital Management, LLCPassive
Slight overlap · 3 shared positions
$IBIT$PLTR$FBTC
$113M
103 positions
#11GK Wealth Management LLCPassive
Slight overlap · 3 shared positions
$IBIT$PLTR$FBTC
$190M
234 positions
#12Friday FinancialActive
Slight overlap · 3 shared positions
$IBIT$MDY$PLTR
$373M
108 positions
#13FLOW TRADERS U.S. LLCPassive
Slight overlap · 3 shared positions
$MDY$PLTR$FBTC
$2.4B
979 positions
#14WATERSHED PRIVATE WEALTH LLCActive
Slight overlap · 4 shared positions
$IBIT$PLTR$MDY$ETHA
$355M
120 positions
#15Farringdon Capital, Ltd.Passive
Slight overlap · 4 shared positions
$IBIT$FBTC$PHYS$ETHA
$202M
184 positions
#16Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Slight overlap · 3 shared positions
$MDY$PLTR$ETHA
$142M
408 positions
#17CANTOR FITZGERALD, L. P.Active
Slight overlap · 3 shared positions
$IBIT$PLTR$FBTC
$9.2B
319 positions
#18MEANS INVESTMENT CO., INC.Active
Slight overlap · 3 shared positions
$MDY$PLTR$FBTC
$1.3B
209 positions
#19Integrity Wealth Solutions LLCActive
Slight overlap · 3 shared positions
$IBIT$PLTR$MDY
$271M
129 positions
#20Garde Capital, Inc.Active
Slight overlap · 4 shared positions
$IBIT$PLTR$FBTC$ETHA
$2.2B
224 positions
#21Alpha Financial Partners, LLCActive
Slight overlap · 3 shared positions
$IBIT$FBTC$PHYS
$190M
118 positions
#22Pasadena Private Wealth, LLCActive
Slight overlap · 4 shared positions
$FBTC$MDY$SPG$PHYS
$786M
309 positions
#23GenTrust, LLCActive
Slight overlap · 3 shared positions
$IBIT$PLTR$MDY
$2.6B
201 positions
#24Financial Engines Advisors L.L.C.Active
Slight overlap · 3 shared positions
$IBIT$MDY$PLTR
$56.3B
552 positions
#25PKS Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$MDY$IBIT$PHYS
$627M
380 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.