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Hedge Funds Similar to Savvy Advisors

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

Savvy Advisors, Inc. is an institutional investor managing $4.7B across 1,261 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 Savvy Advisors are TENET WEALTH PARTNERS, Wealth Watch Advisors, Upper Left Wealth, with shared positions in $IAU, $BUSE, $IBIT, $SGOL. The full ranking of 6 similar funds is below.

#1TENET WEALTH PARTNERS, LLCActive
Slight overlap · 3 shared positions
$IAU$BUSE$IBIT
$134M
101 positions
#2Wealth Watch Advisors, INCActive
Slight overlap · 3 shared positions
$IAU$SGOL$IBIT
$309M
142 positions
#3Upper Left Wealth Management, LLCActive
Slight overlap · 3 shared positions
$IAU$SGOL$IBIT
$180M
73 positions
#4Proficio Capital Partners LLCPassive
Slight overlap · 3 shared positions
$IAU$IBIT$SGOL
$2.8B
691 positions
#5Ameliora Wealth Management Ltd.Passive
Slight overlap · 3 shared positions
$IAU$SGOL$IBIT
$337M
229 positions
#6Go Invest LLCSmart money
Slight overlap · 3 shared positions
$SGOL$IBIT$IAU
$426M
129 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.