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Hedge Funds Similar to Regent Peak Wealth Advisors

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

Regent Peak Wealth Advisors LLC is an institutional investor managing $540M across 221 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 Regent Peak Wealth Advisors are Aristides, Boreal, E6 Portfolios, with shared positions in $ACN, $IBIT, $DAL, $PGR, $SNDK, $SO. The full ranking of 6 similar funds is below.

#1Aristides Capital LLCPassive
Slight overlap · 3 shared positions
$ACN$IBIT$DAL
$514M
162 positions
#2Boreal Capital Management LLCPassive
Slight overlap · 3 shared positions
$PGR$IBIT$SNDK
$134M
507 positions
#3E6 Portfolios, LLCActive
Slight overlap · 3 shared positions
$IBIT$DAL$SNDK
$125M
97 positions
#4Bayesian Capital Management, LPPassive
Slight overlap · 3 shared positions
$ACN$DAL$SNDK
$156M
223 positions
#5Ovata Capital Management LtdActive
Slight overlap · 3 shared positions
$IBIT$SO$SNDK
$1.3B
43 positions
#6LifePlan Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$SNDK$DAL$SO
$291M
131 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.