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Hedge Funds Similar to PROATHLETE WEALTH

13F Portfolio OverlapQ3 2026PROATHLETE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

PROATHLETE WEALTH MANAGEMENT LLC is an institutional investor managing $457M across 1,237 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 PROATHLETE WEALTH are Cobblestone Asset, Oxler Private Wealth, Pine Ridge Advisers, with shared positions in $IBIT, $IAU, $PM, $CMG, $SYK, $SPCX. The full ranking of 25 similar funds is below.

#1Cobblestone Asset Management LLCActive
Notable overlap · 3 shared positions
$IBIT$IAU$PM
$248M
77 positions
#2Oxler Private Wealth LLCActive
Notable overlap · 3 shared positions
$IBIT$CMG$SYK
$372M
89 positions
#3Pine Ridge Advisers LLCSmart money
Notable overlap · 3 shared positions
$IBIT$SPCX$ASML
$1.7B
42 positions
#4Allie Family Office LLCActive
Some overlap · 4 shared positions
$IBIT$IAU$SPCX$ASML
$270M
107 positions
#5A4 Wealth Advisors LLCActive
Some overlap · 5 shared positions
$IBIT$LOW$MS$IAU$SBUX
$153M
76 positions
#6Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IBIT$IAU$SYK
$534M
406 positions
#7VCI Wealth Management LLCPassive
Some overlap · 5 shared positions
$IBIT$TXN$C$MS$IAU
$399M
99 positions
#8Longitude (Cayman) Ltd.Active
Some overlap · 3 shared positions
$IBIT$SPCX$CMG
$314M
46 positions
#9SCHF (GPE), LLCActive
Some overlap · 3 shared positions
$IBIT$SPCX$IAU
$2.5B
6 positions
#10Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IBIT$IAU$AXP
$830M
159 positions
#11Connective Portfolio Management, LLCPassive
Some overlap · 5 shared positions
$AXP$C$SPCX$IAU$CMG
$67M
39 positions
#12Audent Global Asset Management, LLCActive
Some overlap · 3 shared positions
$IBIT$C$SBUX
$90M
46 positions
#13BankPlus Trust DepartmentActive
Some overlap · 5 shared positions
$TXN$C$PGR$AXP$MS
$428M
470 positions
#14MOUNT VERNON ASSOCIATES INC /MD/Active
Some overlap · 6 shared positions
$AXP$TXN$SBUX$C$VZ$PFE
$150M
58 positions
#15ABOUND FINANCIAL, LLCActive
Some overlap · 3 shared positions
$IBIT$SBUX$PM
$251M
297 positions
#16Humankind Investments LLCActive
Some overlap · 3 shared positions
$IBIT$PFE$ASML
$209M
22 positions
#17ABNER HERRMAN & BROCK LLCActive
Some overlap · 5 shared positions
$AXP$C$VZ$MS$SYK
$1.0B
121 positions
#18Griffith & Werner, Inc.Passive
Some overlap · 6 shared positions
$AXP$C$VZ$TXN$PFE$PM
$213M
71 positions
#19Spahn Wealth & Retirement LLCActive
Some overlap · 4 shared positions
$IBIT$C$SPCX$AXP
$155M
38 positions
#20Parkwood LLCPassive
Some overlap · 5 shared positions
$IBIT$C$SPCX$PM$ASML
$1.4B
72 positions
#21Sagace Wealth Management LLCActive
Some overlap · 3 shared positions
$IBIT$C$IAU
$159M
71 positions
#22INVESTMENT HOUSE LLCPassive
Some overlap · 4 shared positions
$AXP$TXN$PGR$LOW
$2.3B
203 positions
#23Corecam Pte. Ltd.Passive
Some overlap · 3 shared positions
$IBIT$PFE$C
$240M
79 positions
#24BankPlus Wealth Management LLCActive
Some overlap · 5 shared positions
$TXN$C$PGR$LOW$ASML
$229M
117 positions
#25Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$C$MS$LOW
$210M
108 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.