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Hedge Funds Similar to Refined Wealth

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

Refined Wealth Management is an institutional investor managing $166M across 49 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 Refined Wealth are a16z Perennial, CrossGen Wealth, Scissortail Wealth, with shared positions in $COIN, $GLDM, $BITB, $MPC, $UNP, $ETN. The full ranking of 25 similar funds is below.

#1a16z Perennial Management, L.P.Active
Notable overlap · 3 shared positions
$COIN$GLDM$BITB
$1.2B
63 positions
#2CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$129M
214 positions
#3Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$520M
106 positions
#4Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$251M
74 positions
#5Q3 Asset ManagementActive
Some overlap · 3 shared positions
$MPC$COIN$GLDM
$546M
70 positions
#6Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$297M
129 positions
#7Clear Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$655M
161 positions
#8Wealth Intelligence, LLCActive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$215M
59 positions
#9Tulsa Wealth Advisors, INCActive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$710M
166 positions
#10Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$MPC$UNP$GLDM
$412M
181 positions
#11Joseph Group Capital ManagementPassive
Some overlap · 3 shared positions
$MPC$ETN$GLDM
$476M
387 positions
#12Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$202M
87 positions
#13WETZEL INVESTMENT ADVISORS, INC.Active
Some overlap · 3 shared positions
$MPC$UNP$ETN
$289M
139 positions
#14Sloy Dahl & Holst, LLCSmart money
Some overlap · 3 shared positions
$COIN$UNP$XRP
$811M
122 positions
#15Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$COIN$ETN$GLDM
$1.8B
529 positions
#16Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$378M
205 positions
#17Aspire Growth Partners LLCPassive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$172M
128 positions
#18Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$BITB$COIN$NXE$DNN
$462M
303 positions
#19CAPITAL CITY TRUST CO/FLPassive
Some overlap · 3 shared positions
$MPC$UNP$ETN
$482M
129 positions
#20MAGNOLIA CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$BITB$UNP$ETN
$583M
295 positions
#21HARRELL INVESTMENT PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MPC$UNP$ETN
$461M
144 positions
#22CALIBER WEALTH MANAGEMENT, LLC / KSActive
Slight overlap · 3 shared positions
$MPC$UNP$ETN
$1.0B
300 positions
#23TMB Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$MPC$UNP$ETN
$321M
177 positions
#24LightSquare Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$MPC$UNP$ETN
$145M
104 positions
#25Fruth Investment ManagementPassive
Slight overlap · 3 shared positions
$MPC$UNP$ETN
$421M
225 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.