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Hedge Funds Similar to HIGHLINE WEALTH PARTNERS

13F Portfolio OverlapQ2 2026HIGHLINE WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

HIGHLINE WEALTH PARTNERS LLC is an institutional investor managing $493M across 1,411 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 HIGHLINE WEALTH PARTNERS are Fielder Group, Signet Investment Advisory Group, Narwhal, with shared positions in $IAU, $BITB, $AXP, $DLR, $SLV, $ETN. The full ranking of 25 similar funds is below.

#1Fielder Capital Group LLCPassive
Some overlap · 5 shared positions
$IAU$BITB$AXP$DLR$SLV
$462M
303 positions
#2Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$AXP$ETN$DLR
$227M
73 positions
#3Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$IAU$AXP$BLK$QCOM
$1.4B
157 positions
#4JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 4 shared positions
$IAU$ETN$BLK$SLV
$984M
375 positions
#5RFG - Bristol Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AXP$ETN$AME
$414M
188 positions
#6Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$ETN
$710M
193 positions
#7Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$ETN
$276M
157 positions
#8LVM CAPITAL MANAGEMENT LTD/MIActive
Some overlap · 4 shared positions
$IAU$AXP$DLR$VRTX
$1.2B
163 positions
#9SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$IAU$ETN$AXP$QCOM
$222M
100 positions
#10BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$ETN$DLR$VRTX
$2.7B
812 positions
#11Weil Company, Inc.Passive
Some overlap · 4 shared positions
$IAU$AXP$BLK$INTU
$568M
133 positions
#12Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$AXP$BLK
$1.3B
275 positions
#13Elevated Financial Group LLCActive
Some overlap · 3 shared positions
$IAU$AXP$BLK
$365M
125 positions
#14NORTH DALLAS BANK & TRUST COPassive
Some overlap · 3 shared positions
$IAU$ETN$BLK
$169M
113 positions
#155T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$ETN$BLK
$269M
134 positions
#16Ifrah Financial Services, Inc.Passive
Some overlap · 4 shared positions
$IAU$ETN$VRTX$AME
$409M
214 positions
#17CAPE ANN SAVINGS BANKActive
Some overlap · 3 shared positions
$IAU$ETN$BLK
$212M
113 positions
#18Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 4 shared positions
$IAU$ETN$VRTX$SLV
$84M
36 positions
#19Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$IAU$ETN$BLK
$1.8B
529 positions
#20UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$IAU$BITB$ETN
$858M
201 positions
#21Well Done, LLCPassive
Some overlap · 4 shared positions
$IAU$BITB$ETN$SLV
$743M
202 positions
#22Twelve Points Wealth Management LLCPassive
Slight overlap · 4 shared positions
$IAU$AXP$QCOM$SLV
$499M
213 positions
#23BEAM WEALTH ADVISORS, INC.Active
Slight overlap · 3 shared positions
$IAU$BITB$ETHW
$453M
117 positions
#24Clear Creek Financial Management, LLCPassive
Slight overlap · 3 shared positions
$IAU$BITB$ETHW
$1.6B
643 positions
#25BEACON FINANCIAL GROUPPassive
Slight overlap · 4 shared positions
$ETN$BLK$IAU$QCOM
$1.1B
377 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.