13F Pro

Hedge Funds Similar to Golden State Wealth

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

Most similar hedge funds by 13F overlap

Golden State Wealth Management, LLC is an institutional investor managing $1.1B across 1,620 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 Golden State Wealth are SEEDS INVESTOR, Compass Wealth, Kaizen Financial Strategies, with shared positions in $SNDK, $SIVR, $IAU, $DELL, $PLTR, $VRT. The full ranking of 25 similar funds is below.

#1SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$SNDK$SIVR$IAU$DELL
$973M
379 positions
#2Compass Wealth Management, LLC/GAActive
Some overlap · 5 shared positions
$SNDK$PLTR$IAU$VRT$BA
$251M
74 positions
#3Kaizen Financial StrategiesPassive
Some overlap · 3 shared positions
$SNDK$BX$PLTR
$308M
176 positions
#4IMC-Chicago, LLCPassive
Some overlap · 5 shared positions
$SNDK$PLTR$MSTR$SLV$DELL
$418.7B
6,591 positions
#5SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive
Some overlap · 5 shared positions
$SNDK$PLTR$BA$SLV$DELL
$1.3T
13,275 positions
#6Arbor Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$SNDK$BX$BA
$164M
60 positions
#7Acorn Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$SIVR$SLV$DELL
$410M
303 positions
#8Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BX$PLTR$IAU$VRT$DELL
$490M
134 positions
#9Sunbelt Securities, Inc.
Some overlap · 5 shared positions
$SNDK$PLTR$IAU$DELL$BX
$1.6B
2,954 positions
#10Comprehensive Money Management Services LLCPassive
Slight overlap · 3 shared positions
$BX$SIVR$IAU
$159M
200 positions
#11Aragon Global Management, LPActive
Slight overlap · 4 shared positions
$SNDK$PLTR$VRT$SLV
$264M
23 positions
#12Markin Volterra Fund LPActive
Slight overlap · 4 shared positions
$SNDK$PLTR$VRT$DELL
$147M
69 positions
#13FFG Partners, LLCActive
Slight overlap · 4 shared positions
$SNDK$PLTR$VRT$IAU
$352M
42 positions
#14Strategic Investment Solutions, Inc. /ILPassive
Slight overlap · 4 shared positions
$SNDK$PLTR$IAU$SLV
$437M
707 positions
#15PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$SNDK$IAU$VRT$DELL
$462M
86 positions
#16JANE STREET GROUP, LLCPassive
Slight overlap · 4 shared positions
$SNDK$PLTR$SLV$DELL
$1.2T
11,385 positions
#17Fedenia Advisers LLCPassive
Slight overlap · 4 shared positions
$SNDK$PLTR$VRT$DELL
$421M
459 positions
#18Financial Synergies Wealth Advisors, Inc.Smart money
Slight overlap · 4 shared positions
$SNDK$IAU$BA$DELL
$1.2B
116 positions
#19Quadrature Capital LtdPassive
Slight overlap · 4 shared positions
$SNDK$PLTR$MSTR$DELL
$11.7B
1,542 positions
#20Belvedere Trading LLCActive
Slight overlap · 4 shared positions
$SNDK$PLTR$SLV$MSTR
$87.6B
1,038 positions
#21WEALTH EFFECTS LLCPassive
Slight overlap · 4 shared positions
$BX$SNDK$VRT$BA
$370M
256 positions
#22CITADEL ADVISORS LLCPassive
Slight overlap · 4 shared positions
$SNDK$PLTR$SLV$DELL
$875.0B
13,572 positions
#23BYRNE FINANCIAL FREEDOM, LLCPassive
Slight overlap · 4 shared positions
$SIVR$PLTR$DELL$BA
$256M
119 positions
#24FLOW TRADERS U.S. LLCPassive
Slight overlap · 3 shared positions
$SNDK$PLTR$IAU
$2.4B
979 positions
#25N10 ASSETS, LLCActive
Slight overlap · 3 shared positions
$SNDK$PLTR$VRT
$231M
34 positions

Compare Golden State Wealth’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 Golden State Wealth’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.