13F Pro

Hedge Funds Similar to Regatta Research & Money

13F Portfolio OverlapQ2 2026Regatta Research & Money portfolio →
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Most similar hedge funds by 13F overlap

Regatta Research & Money Management is an institutional investor managing $106M across 495 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 Regatta Research & Money are Wealth Care, White Lighthouse Investment, Arnhold, with shared positions in $IAU, $NZF, $NAD, $VGM, $AMGN, $SO. The full ranking of 25 similar funds is below.

#1Wealth Care LLCActive
Notable overlap · 4 shared positions
$IAU$NZF$NAD$VGM
$123M
73 positions
#2White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$IAU$AMGN$SO$PM$BTI
$802M
151 positions
#3Arnhold LLCActive
Notable overlap · 4 shared positions
$IAU$PFE$BAX$PYPL
$1.4B
113 positions
#4Apeiron RIA LLCActive
Notable overlap · 3 shared positions
$IAU$BXSL$AMGN
$390M
162 positions
#5Ariston Services GroupActive
Notable overlap · 3 shared positions
$IAU$ET$WMB
$181M
70 positions
#6CARL STUART INVESTMENT ADVISOR, INCActive
Notable overlap · 3 shared positions
$IAU$ET$WMB
$249M
21 positions
#7EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$IAU$NZF$AMGN
$182M
57 positions
#8MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$SO$PM$AMGN
$1.4B
144 positions
#9VPR Management LLCActive
Notable overlap · 3 shared positions
$IAU$VALE$OBDC
$249M
66 positions
#10TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$SO$PM
$134M
101 positions
#11MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$PM
$297M
166 positions
#12RiverGlades Family Offices LLCActive
Some overlap · 3 shared positions
$IAU$ET$PM
$218M
108 positions
#13Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$AMGN$PM
$304M
194 positions
#14Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$PFE$AMGN
$227M
73 positions
#15Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$PM$AMGN
$467M
141 positions
#16Arkos Global AdvisorsActive
Some overlap · 3 shared positions
$IAU$SO$WMB
$844M
124 positions
#17Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$ET$NZF
$823M
134 positions
#18Melone Private Wealth, LLCActive
Some overlap · 3 shared positions
$NAD$NZF$VGM
$263M
58 positions
#19Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$SO$PM
$319M
123 positions
#20AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$PM$AMGN
$4.8B
505 positions
#21GenWealth Group, Inc.Active
Some overlap · 3 shared positions
$IAU$AMGN$PM
$642M
89 positions
#22Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$PFE$SO
$275M
82 positions
#23ETF Store, Inc.Passive
Some overlap · 3 shared positions
$IAU$PFE$AMGN
$120M
114 positions
#24FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$IAU$BTI$PM
$332M
179 positions
#25TPG Advisors LLCActive
Some overlap · 3 shared positions
$IAU$PM$PFE
$182M
115 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.