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Hedge Funds Similar to Outlook Wealth Advisors

13F Portfolio OverlapQ2 2026Outlook Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Outlook Wealth Advisors, LLC is an institutional investor managing $463M across 305 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 Outlook Wealth Advisors are PATTON FUND, POINCIANA ADVISORS GROUP, Winslow, with shared positions in $SNDK, $IAU, $TER, $VRT, $TXN, $KLAC. The full ranking of 25 similar funds is below.

#1PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 8 shared positions
$SNDK$IAU$TER$VRT$TXN$KLAC
$462M
86 positions
#2POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 7 shared positions
$SNDK$TER$APH$VRT$DINO$HWM
$135M
113 positions
#3Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$SNDK$APH$VRT$KLAC$ASML$JCI
$29.1B
66 positions
#4Williamson Legacy Group, LLCPassive
Some overlap · 6 shared positions
$SNDK$TER$VRT$BNY$HWM$TPR
$201M
75 positions
#5Western Financial Corp/CAActive
Some overlap · 7 shared positions
$APH$BNY$TXN$KLAC$TER$ASML
$341M
132 positions
#6SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$SNDK$IAU$TER$KLAC$ASML
$973M
379 positions
#7MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$SNDK$TER$APH$VRT$ASML
$657M
117 positions
#8Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$SNDK$TER$VRT$TXN$ASML
$132M
45 positions
#9Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$SNDK$APH$VRT$KLAC$ASML
$228M
70 positions
#10China Universal Asset Management Co., Ltd.Passive
Some overlap · 5 shared positions
$SNDK$IAU$KLAC$TXN$ASML
$1.7B
513 positions
#11FLORIDA FINANCIAL ADVISORS, LLCPassive
Some overlap · 5 shared positions
$SNDK$TER$APH$HWM$TPR
$592M
362 positions
#12GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$SNDK$TER$KLAC$TXN$ASML
$8.3B
587 positions
#13Talos Eurisko Asset Management LPActive
Some overlap · 5 shared positions
$TER$NXPI$APH$VRT$ASML
$703M
25 positions
#14Dorsey Wright & AssociatesPassive
Some overlap · 5 shared positions
$SNDK$APH$BNY$HWM$TPR
$590M
131 positions
#15Zweig-DiMenna Associates LLCActive
Some overlap · 4 shared positions
$SNDK$TER$NXPI$VRT
$1.1B
70 positions
#16KANE INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$APH$VRT$KLAC$HWM$TPR$BNY
$235M
100 positions
#17BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SNDK$IAU$VRT$ASML
$543M
140 positions
#18Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$SNDK$TER$APH$KLAC
$427M
309 positions
#19Optimize Financial IncPassive
Some overlap · 4 shared positions
$SNDK$TER$APH$KLAC
$557M
588 positions
#20FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$SNDK$IAU$KLAC$ASML
$2.4B
979 positions
#21Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$SNDK$IAU$TXN$ASML
$304M
194 positions
#22Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$TER$NXPI$TXN$KLAC$ASML
$43.9B
1,133 positions
#23Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$SNDK$APH$VRT$KLAC
$147M
69 positions
#24THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SNDK$APH$VRT$KLAC
$1.2B
56 positions
#25Defiance ETFs, LLCPassive
Some overlap · 5 shared positions
$TER$VRT$TXN$KLAC$ASML
$7.4B
388 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.