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Hedge Funds Similar to Horizons Wealth

13F Portfolio OverlapQ3 2026Horizons Wealth portfolio →
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Most similar hedge funds by 13F overlap

Horizons Wealth Management is an institutional investor managing $160M across 165 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 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
$193M
68 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
$243M
87 positions
#4Allie Family Office LLCActive
Some overlap · 4 shared positions
$STT$IAU$IBIT$NNN
$270M
107 positions
#5FAS Wealth Partners, Inc.Passive
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
$506M
119 positions
#8Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IAU$IBIT
$127M
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
$2.9B
212 positions
#12Luminist Capital LLCActive
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
$473M
104 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
$709M
91 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
$143M
79 positions
#20HORIZON FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$STT$LOW$TFC
$261M
646 positions
#21Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$STT$LOW$ACGL
$1.1B
111 positions
#22LightSquare Wealth Management, LLCActive
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.Active
Some overlap · 3 shared positions
$STT$IAU$SLV
$986M
227 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.