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Hedge Funds Similar to Secure Asset

13F Portfolio OverlapQ2 2026Secure Asset portfolio →
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Most similar hedge funds by 13F overlap

Secure Asset Management, LLC is an institutional investor managing $714M across 333 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 Secure Asset are Modus Advisors, PENNINGTON PARTNERS, Destiny Wealth Partners, with shared positions in $CRWD, $UBER, $MCD, $PLTR, $IBIT, $SCHW. The full ranking of 25 similar funds is below.

#1Modus Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$UBER$MCD$PLTR$IBIT$SCHW
$405M
118 positions
#2PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 5 shared positions
$GLDM$DOV$PLTR$UBER$IBIT
$312M
131 positions
#3Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$DOV$UBER
$709M
186 positions
#4Integrity Wealth Solutions LLCActive
Some overlap · 6 shared positions
$GLDM$DOV$IBIT$CRWD$PLTR$UBER
$271M
129 positions
#5Palacios Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$CRWD$PLTR$UBER$ASTS$SCHW
$169M
76 positions
#6Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$FIX$UBER
$228M
70 positions
#7PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$MCD
$134.4B
122 positions
#8NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$GLDM$DOV$IBIT$PLTR$MCD
$270M
74 positions
#9Forefront Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$UBER$PLTR$IBIT$SCHW
$323M
177 positions
#10High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$IBIT
$586M
959 positions
#11Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$MCD
$808M
1,245 positions
#12AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$CRWD$GNRC$PLTR
$231M
93 positions
#13Mainstream Capital Management LLCActive
Some overlap · 4 shared positions
$CRWD$DOV$SCHW$UBER
$166M
90 positions
#14Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$GNRC$PLTR$FIX$UBER
$524M
92 positions
#15Volterra Technologies LPPassive
Some overlap · 4 shared positions
$CRWD$UBER$MCD$PLTR
$694M
303 positions
#16SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$GLDM$PLTR$DOV$CRWD
$4.4B
4,072 positions
#17Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$CRWD$GNRC$PLTR
$234M
81 positions
#18JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CRWD$MCD$SCHW$UBER
$1.2B
134 positions
#19RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$IBIT$DOV
$108M
183 positions
#20HARMONY ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$GNRC$DOV$CRWD$FSLR
$372M
201 positions
#21Dedeker Financial LLCActive
Some overlap · 3 shared positions
$CRWD$PLTR$FIX
$176M
55 positions
#22CMC Financial GroupActive
Some overlap · 3 shared positions
$CRWD$GNRC$FIX
$52M
45 positions
#23Financial Planning Navigators CORPActive
Some overlap · 3 shared positions
$GLDM$PLTR$DOV
$267M
70 positions
#24Titan Wealth (CI) LtdPassive
Some overlap · 4 shared positions
$CRWD$PLTR$UBER$IBIT
$269M
51 positions
#25True Vision MN LLC
Some overlap · 3 shared positions
$CRWD$GNRC$PLTR
$194M
98 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.