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Hedge Funds Similar to LIBERTY WEALTH

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

LIBERTY WEALTH MANAGEMENT LLC is an institutional investor managing $800M across 268 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 LIBERTY WEALTH are Purus Wealth, Ipsen Advisor Group, CADINHA, with shared positions in $ISRG, $WM, $PLTR, $AMGN, $LMT, $IAU. The full ranking of 25 similar funds is below.

#1Purus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ISRG$WM$PLTR$AMGN$LMT
$363M
171 positions
#2Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$IAU$WM$UPS$AMGN$LMT
$155M
107 positions
#3CADINHA & CO LLCActive
Some overlap · 4 shared positions
$ISRG$IAU$PLTR$AMGN
$675M
107 positions
#4Townsend & Associates, IncActive
Some overlap · 5 shared positions
$WM$IAU$UPS$HCA$LMT
$1.2B
115 positions
#5Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$IAU$WM$AMGN$LMT
$227M
73 positions
#6SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$WM$UPS
$296M
134 positions
#7Sharp Financial Services, LLCActive
Some overlap · 5 shared positions
$IAU$UPS$ISRG$PLTR$LMT
$216M
127 positions
#8January Capital Advisors LLCActive
Some overlap · 3 shared positions
$IAU$WM$AMGN
$120M
55 positions
#9PYA Waltman Capital, LLCActive
Some overlap · 5 shared positions
$BAH$UPS$AMGN$LMT$ADP
$421M
67 positions
#10Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ISRG$UPS$AMGN$LMT$ADP
$817M
89 positions
#11BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$IAU$WM$ADP
$238M
164 positions
#12Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$WM$LMT
$149M
98 positions
#13Alhambra Investment Partners LLCPassive
Some overlap · 4 shared positions
$IAU$ISRG$AMGN$ADP
$229M
182 positions
#14BOURNE LENT ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$ISRG$UPS$AMGN$PLTR
$289M
65 positions
#15ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$WM$AMGN
$112M
236 positions
#16Centric Wealth ManagementPassive
Some overlap · 4 shared positions
$WM$UPS$PLTR$LMT
$643M
209 positions
#17Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$WM$UPS$AMGN$LMT
$151M
184 positions
#18OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$WM$UPS$AMGN$LMT
$183M
31 positions
#19Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$WM$AMGN$ADP
$710M
193 positions
#20SARD WEALTH MANAGEMENT GROUP, LLCActive
Some overlap · 4 shared positions
$BAH$UPS$PLTR$IAU
$209M
61 positions
#21NTV ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IAU$WM$PLTR$AMGN
$1.0B
317 positions
#22Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$UPS$PLTR
$823M
134 positions
#23Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$UPS$PLTR
$142M
408 positions
#24Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$WM$ADP
$412M
181 positions
#25Rench Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$ISRG$BAH$UPS$INTU
$372M
67 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.