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Hedge Funds Similar to Helium Advisors

13F Portfolio OverlapQ3 2026Helium Advisors portfolio →
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Most similar hedge funds by 13F overlap

Helium Advisors LLC is an institutional investor managing $115M across 102 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Helium Advisors are BLUE JEAN FINANCIAL, ORG Wealth Partners, CSS, with shared positions in $CORZ, $CMI, $URI, $ET, $IAU, $BA. The full ranking of 25 similar funds is below.

#1BLUE JEAN FINANCIAL LLCPassive
Some overlap · 3 shared positions
$CORZ$CMI$URI
$163M
74 positions
#2ORG Wealth Partners, LLCActive
Some overlap · 3 shared positions
$CORZ$ET$URI
$667M
714 positions
#3CSS LLC/ILPassive
Some overlap · 3 shared positions
$CORZ$IAU$BA
$2.6B
1,001 positions
#4Quantum Financial Planning Services, Inc.Smart money
Some overlap · 4 shared positions
$GBCI$BA$ET$BKNG
$367M
54 positions
#5BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$GBCI$IAU$ET
$453M
117 positions
#6Northern Capital Management, Inc.Smart money
Slight overlap · 3 shared positions
$GBCI$CMI$BA
$235M
55 positions
#7Oxbow Advisors, LLCPassive
Slight overlap · 4 shared positions
$IAU$BA$ET$BKNG
$1.2B
265 positions
#8Evelyn Partners Asset Management Ltd
Slight overlap · 3 shared positions
$INTU$IAU$BKNG
$406M
308 positions
#9FULCRUM WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$BA$CMI$ET$BKNG
$144M
80 positions
#10DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$INTU$BA$CMI
$121M
100 positions
#11Mengis Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$IAU$BA$CMI
$673M
215 positions
#12Sepio Capital, LPActive
Slight overlap · 3 shared positions
$IAU$BA$CMI
$2.5B
304 positions
#13ACT WEALTH MANAGEMENT, LLCSmart money
Slight overlap · 3 shared positions
$INTU$BA$ET
$340M
65 positions
#14REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$BA$ET
$769M
225 positions
#15Spectrum Planning & Advisory Services Inc.Active
Slight overlap · 3 shared positions
$IAU$BA$BKNG
$223M
120 positions
#16Independent Wealth Network Inc.Passive
Slight overlap · 3 shared positions
$IAU$BA$ET
$397M
335 positions
#17Ariston Services GroupActive
Slight overlap · 3 shared positions
$IAU$BA$ET
$178M
72 positions
#18Icon Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$CMI$ET
$1.7B
420 positions
#19Strathmore Capital Advisors, Inc.Active
Slight overlap · 3 shared positions
$IAU$CMI$BKNG
$371M
142 positions
#20INVESTMENT HOUSE LLCPassive
Slight overlap · 3 shared positions
$INTU$CMI$BKNG
$2.3B
203 positions
#21Fairbanks Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$INTU$BKNG$BA
$169M
48 positions
#22Compass Wealth Management, LLC/GAActive
Slight overlap · 3 shared positions
$IAU$BA$CMI
$251M
74 positions
#23Leonard Rickey Investment Advisors P.L.L.C.Active
Slight overlap · 3 shared positions
$IAU$BKNG$BA
$637M
125 positions
#24Palisades Hudson Asset Management, L.P.Active
Slight overlap · 3 shared positions
$IAU$CMI$BA
$286M
108 positions
#25Leslie Global Wealth, LLCActive
Slight overlap · 3 shared positions
$IAU$CMI$URI
$272M
90 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.