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Hedge Funds Similar to Expressive Wealth

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

Expressive Wealth LLC is an institutional investor managing $106M across 133 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 Expressive Wealth are LCM, Bay Rivers Group, Crescent Sterling, Ltd., with shared positions in $MDY, $PLTR, $QCOM, $GILD, $CLS, $POWL. The full ranking of 25 similar funds is below.

#1LCM Capital Management IncActive
Some overlap · 4 shared positions
$MDY$PLTR$QCOM$GILD
$230M
129 positions
#2Bay Rivers GroupPassive
Some overlap · 4 shared positions
$MDY$PLTR$CLS$POWL
$293M
126 positions
#3Crescent Sterling, Ltd.Passive
Some overlap · 3 shared positions
$MDY$QCOM$CB
$112M
85 positions
#4Ascent Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MDY$GILD$QCOM
$1.0B
200 positions
#5Arvest Bank Trust DivisionActive
Some overlap · 3 shared positions
$MDY$ANET$GD
$2.1B
240 positions
#6Beta Wealth Group, Inc.Active
Some overlap · 5 shared positions
$GILD$DAL$QCOM$ANET$PLTR
$267M
114 positions
#7Fiduciary Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$MDY$GD$MFC$QCOM
$182M
69 positions
#8Pacer Advisors, Inc.Passive
Some overlap · 5 shared positions
$GILD$QCOM$GD$NEM$DAL
$39.3B
2,614 positions
#9SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$GILD$GD$ANET$CB
$1.2B
332 positions
#10MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$MDY$PLTR$QCOM$GILD
$466M
250 positions
#11Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$MDY$CB$GILD
$130M
76 positions
#12Eddie Patel IncPassive
Some overlap · 5 shared positions
$POWL$MFC$NEM$INCY$CLS
$167M
127 positions
#13MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$MDY$PLTR$QCOM
$3.6B
127 positions
#14Carolina Wealth Management IncActive
Some overlap · 3 shared positions
$MDY$DAL$PLTR
$217M
114 positions
#15Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$GILD$PLTR
$140M
65 positions
#16Aster Capital Management (DIFC) LtdPassive
Some overlap · 5 shared positions
$PLTR$QCOM$CB$MDY$GD
$427M
936 positions
#17Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$MDY$PLTR$GD
$345M
214 positions
#18GHE, LLCSmart money
Some overlap · 4 shared positions
$MDY$QCOM$ANET$CB
$265M
57 positions
#19FCF Advisors LLCPassive
Some overlap · 4 shared positions
$GILD$POWL$ANET$EXEL
$544M
58 positions
#20RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 4 shared positions
$GILD$GD$NEM$ANET
$266M
158 positions
#21Unison Advisors LLCActive
Some overlap · 4 shared positions
$DAL$QCOM$GD$CB
$1.4B
173 positions
#22L2 Asset Management, LLCPassive
Some overlap · 4 shared positions
$GILD$QCOM$EXEL$INCY
$963M
411 positions
#23Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$QCOM$GD$NEM
$343M
73 positions
#24CENTRAL BANK & TRUST COActive
Some overlap · 3 shared positions
$MDY$QCOM$CB
$705M
185 positions
#25Capital Markets Trading UK LLPActive
Some overlap · 4 shared positions
$DAL$PLTR$QCOM$NEM
$10.4B
351 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.