13F Pro

Hedge Funds Similar to Horizons Wealth

13F Portfolio OverlapQ1 2026Horizons Wealth portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Horizons Wealth Management is an institutional investor managing $152M across 170 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Horizons Wealth are Upper Left Wealth, FLOW TRADERS U.S., May Barnhard Investments, with shared positions in $STT, $IAU, $IBIT, $DE, $MDY, $NNN. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$IAU$IBIT$DE
$180M
73 positions
#2FLOW TRADERS U.S. LLCPassive
Some overlap · 3 shared positions
$STT$IAU$MDY
$2.4B
979 positions
#3May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$IAU$MDY
$247M
88 positions
#4Allie Family Office LLCActive
Some overlap · 4 shared positions
$STT$IAU$IBIT$NNN
$269M
107 positions
#5FAS Wealth Partners, Inc.Active
Some overlap · 3 shared positions
$STT$TRV$ETN
$1.9B
520 positions
#6ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$IAU$ANET
$604M
161 positions
#7Friday FinancialActive
Some overlap · 4 shared positions
$STT$MDY$IBIT$DE
$373M
108 positions
#8Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IAU$IBIT
$125M
84 positions
#9Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$IAU$DE
$246M
210 positions
#10Pitcairn Wealth Advisors LLCActive
Some overlap · 3 shared positions
$STT$MDY$LOW
$913M
281 positions
#11GLOBALT Investments LLC / GAActive
Some overlap · 5 shared positions
$STT$ANET$SLV$C$ETN
$3.0B
213 positions
#12Luminist Capital LLCPassive
Some overlap · 5 shared positions
$STT$IBIT$IDXX$SLV$C
$89M
418 positions
#13Go Invest LLCSmart money
Some overlap · 4 shared positions
$STT$IAU$IBIT$SLV
$426M
129 positions
#14LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 3 shared positions
$STT$IAU$MDY
$248M
91 positions
#15ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$STT$MDY$IBIT
$621M
90 positions
#16Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$STT$MDY$IBIT
$56.3B
552 positions
#17Convergence Financial, LLCPassive
Some overlap · 3 shared positions
$STT$LOW$IBIT
$1.3B
272 positions
#18Sterling Group Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$STT$LOW$DE
$244M
62 positions
#19SACKS & ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$STT$IBIT$DE$ETN
$148M
80 positions
#20HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 3 shared positions
$STT$LOW$TFC
$261M
646 positions
#21Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$STT$LOW$ACGL
$1.1B
108 positions
#22LightSquare Wealth Management, LLCPassive
Some overlap · 4 shared positions
$STT$ANET$CB$ETN
$145M
104 positions
#23IAG Wealth Partners, LLCActive
Some overlap · 3 shared positions
$STT$DE$MDY
$1.0B
508 positions
#24Stonebrook Private Inc.Passive
Some overlap · 3 shared positions
$STT$CB$ETN
$548M
271 positions
#25Foguth Wealth Management, LLC.Passive
Some overlap · 3 shared positions
$STT$IAU$SLV
$879M
213 positions

Compare Horizons 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 Horizons 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.