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Hedge Funds Similar to Hamilton Wealth

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

Hamilton Wealth, LLC is an institutional investor managing $546M across 118 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 Hamilton Wealth are Hamrick Investment Counsel, Madden Advisory Services, Lineweaver Wealth Advisors, with shared positions in $ALPS, $WM, $WELL, $NKE, $IAU, $SLV. The full ranking of 25 similar funds is below.

#1Hamrick Investment Counsel, llcPassive
Notable overlap · 4 shared positions
$ALPS$WM$WELL$NKE
$151M
184 positions
#2Madden Advisory Services, Inc.Active
Notable overlap · 4 shared positions
$IAU$ALPS$WELL$SLV
$279M
110 positions
#3Lineweaver Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$ALPS$IAU$ABT
$845M
182 positions
#4Stonehearth Capital Management, LLCActive
Notable overlap · 3 shared positions
$ALPS$GILD$SLV
$293M
94 positions
#5ACCREDITED INVESTOR SERVICES, LLCSmart money
Some overlap · 3 shared positions
$IAU$ALPS$SLV
$177M
81 positions
#6Summit Place Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$WELL$CRWD
$228M
110 positions
#7TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$MRNA$CRWD
$983M
170 positions
#8Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$CB$WELL$ISRG
$6.0B
27 positions
#9Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$WM$MDT
$227M
73 positions
#10Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$WM$SLV
$149M
98 positions
#11True Vision MN LLC
Some overlap · 3 shared positions
$IAU$GILD$CRWD
$194M
98 positions
#12Old Port AdvisorsPassive
Some overlap · 3 shared positions
$ALPS$IAU$WM
$508M
267 positions
#13Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$CB$SLV
$145M
99 positions
#14WESPAC Advisors SoCal, LLCPassive
Some overlap · 3 shared positions
$WELL$IAU$CRWD
$560M
122 positions
#15Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$CB$SLV
$324M
172 positions
#16LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$GILD$MDT$NKE
$143M
89 positions
#17VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$GILD$ABT
$399M
99 positions
#18High Point Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WELL$IAU$GILD
$122M
250 positions
#19Alpha Zero LLCActive
Some overlap · 4 shared positions
$IAU$WM$WELL$ISRG
$264M
107 positions
#20Sherry Group, Inc.Active
Some overlap · 3 shared positions
$ALPS$CRWD$SLV
$102M
52 positions
#21CPR Investments Inc.Active
Some overlap · 3 shared positions
$IAU$CRWD$SLV
$130M
55 positions
#22Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$WELL$SLV
$1.1B
197 positions
#23MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 3 shared positions
$IAU$WM$SLV
$1.4B
144 positions
#24SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$WM$GILD$ABT
$296M
134 positions
#25BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$GILD$ISRG
$2.7B
812 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.