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Hedge Funds Similar to Noble Wealth Partners

13F Portfolio OverlapQ2 2026Noble Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Noble Wealth Partners LLC is an institutional investor managing $115M across 76 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 Noble Wealth Partners are American National Bank of Texas, BRANDYWINE, Highland Investment Advisors, with shared positions in $DOV, $GLDM, $PM, $MO, $IBIT, $TER. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$GLDM$PM
$110M
56 positions
#2BRANDYWINE TRUST COSmart money
Substantial overlap · 3 shared positions
$DOV$PM$MO
$621M
33 positions
#3Highland Investment Advisors LLCPassive
Substantial overlap · 3 shared positions
$DOV$PM$MO
$229M
734 positions
#4TLT Family Holdco ULCSmart money
Substantial overlap · 3 shared positions
$DOV$GLDM$IBIT
$704M
9 positions
#5Wealth Management NebraskaSmart money
Substantial overlap · 3 shared positions
$DOV$GLDM$PM
$1.1B
106 positions
#6Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IBIT$GLDM
$3.4B
392 positions
#7Luminist Capital LLCActive
Notable overlap · 3 shared positions
$DOV$IBIT$TER
$89M
418 positions
#8NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$GLDM$IBIT
$270M
74 positions
#9AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$GLDM$PM
$832M
230 positions
#10Copia Wealth ManagementPassive
Notable overlap · 4 shared positions
$DOV$GLDM$IBIT$PM
$166M
570 positions
#11Addison Capital CoActive
Notable overlap · 3 shared positions
$DOV$PM$IBIT
$610M
184 positions
#12New England Private Wealth Advisors LLCActive
Notable overlap · 3 shared positions
$DOV$GLDM$MUFG
$1.0B
205 positions
#13Verus Financial Partners, Inc.Smart money
Notable overlap · 3 shared positions
$DOV$PM$MO
$1.2B
127 positions
#14XY Planning Network, Inc.Passive
Notable overlap · 5 shared positions
$DOV$MUFG$GLDM$MO$PM
$797M
340 positions
#15Wealth Architects, LLCPassive
Notable overlap · 3 shared positions
$DOV$MUFG$PM
$1.3B
248 positions
#16Compass Wealth Management, LLC/GAActive
Notable overlap · 3 shared positions
$GLDM$PM$MO
$251M
74 positions
#17Optivise Advisory Services LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$IBIT
$197M
228 positions
#18My Portfolio Guide, LLC
Some overlap · 3 shared positions
$GLDM$MO$PM
$181M
166 positions
#19Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$GLDM$DOV$PM
$267M
70 positions
#20PENOBSCOT WEALTH MANAGEMENTActive
Some overlap · 3 shared positions
$GLDM$MUFG$DOV
$374M
117 positions
#21Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$530M
235 positions
#22MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$PM$DOV$MO
$130M
80 positions
#23Integrity Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$DOV
$271M
129 positions
#24R. W. Roge & Company, Inc.Active
Some overlap · 3 shared positions
$GLDM$MUFG$PM
$239M
69 positions
#25PALLADIEM, LLCActive
Some overlap · 3 shared positions
$GLDM$IBIT$MUFG
$103M
136 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.