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Hedge Funds Similar to Fourth Dimension Wealth

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

Fourth Dimension Wealth, LLC is an institutional investor managing $316M across 679 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 Fourth Dimension Wealth are Evergreen Quality Fund GP, Ltd., Markin Volterra Fund, Retireful, with shared positions in $GLDM, $GLW, $STX, $SNDK, $MRVL, $CRWD. The full ranking of 25 similar funds is below.

#1Evergreen Quality Fund GP, Ltd.Active
Some overlap · 5 shared positions
$GLDM$GLW$STX$SNDK$MRVL
$6.2B
43 positions
#2Markin Volterra Fund LPActive
Some overlap · 6 shared positions
$GLW$STX$SNDK$MRVL$CRWD$NVT
$147M
69 positions
#3Retireful, LLCPassive
Some overlap · 6 shared positions
$GLW$STX$SNDK$MRVL$CRWD$NVT
$107M
81 positions
#4LifeGoal Investments, LLCPassive
Some overlap · 4 shared positions
$GLDM$STX$SNDK$STT
$218M
155 positions
#5LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 4 shared positions
$GLDM$GLW$STX$MRVL
$426M
99 positions
#6Donoghue Forlines LLCPassive
Some overlap · 6 shared positions
$STX$SNDK$STT$MRVL$CRWD$NVT
$387M
114 positions
#7Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$GLW$STX$SNDK$STT$MRVL
$421M
459 positions
#8Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$GLW$STT$MCD$MRVL$ETN$DUK
$1.6B
215 positions
#9Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$GLDM$SNDK$STT$CRWD
$251M
74 positions
#10TABLEAUX LLCPassive
Some overlap · 4 shared positions
$GLDM$GLW$MCD$MPC
$238M
120 positions
#11Polar Capital Holdings PlcActive
Some overlap · 5 shared positions
$GLW$STX$SNDK$MRVL$CRWD
$42.4B
245 positions
#12VMS Asset Management LimitedPassive
Some overlap · 5 shared positions
$GLW$STX$SNDK$MRVL$CRWD
$315M
33 positions
#13Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$GLW$STX$SNDK$MRVL$CRWD
$132M
45 positions
#14SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$GLW$STX$SNDK$MRVL$STT
$973M
379 positions
#15SBI Securities Co., Ltd.Passive
Some overlap · 5 shared positions
$GLDM$SNDK$CRWD$MRVL$SPCX
$4.4B
4,072 positions
#16Meredith Wealth PlanningActive
Some overlap · 4 shared positions
$GLDM$STX$MCD$ETN
$424M
74 positions
#17SNS Financial Group, LLCPassive
Some overlap · 4 shared positions
$GLDM$STT$CRWD$ETN
$5.2B
549 positions
#18Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$GLW$STX
$214M
122 positions
#19ROMANO BROTHERS AND COMPANYPassive
Some overlap · 5 shared positions
$GLW$STX$SNDK$ETN$DUK
$994M
331 positions
#20Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$GLDM$MCD$CRWD$ETN
$172M
134 positions
#21Gradient Investments LLCPassive
Some overlap · 4 shared positions
$GLDM$MCD$CRWD$ETN
$7.2B
448 positions
#22Q3 Asset ManagementActive
Some overlap · 4 shared positions
$GLDM$STX$MRVL$MPC
$546M
70 positions
#23Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$GLW$SNDK$MRVL$CRWD$ETN
$560M
132 positions
#24LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GLDM$STX$STT$GLW
$1.2B
232 positions
#25KICKSTAND VENTURES, LLC.Active
Some overlap · 4 shared positions
$GLDM$STX$MRVL$ETN
$550M
154 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.