13F Pro

Hedge Funds Similar to Significant Wealth Partners

13F Portfolio OverlapQ2 2026Significant Wealth Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Significant Wealth Partners LLC is an institutional investor managing $92M across 116 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 Significant Wealth Partners are Muzinich, Lalia, WINMILL, with shared positions in $HCXY, $FSK, $GSBD, $CGBD, $FDUS, $PGR. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Notable overlap · 5 shared positions
$HCXY$FSK$GSBD$CGBD$FDUS
$293M
38 positions
#2Lalia Capital, LLCActive
Notable overlap · 3 shared positions
$FSK$GSBD$CGBD
$206M
15 positions
#3WINMILL & CO. INCActive
Some overlap · 4 shared positions
$PGR$STLD$DDS$WSM
$452M
56 positions
#4TrustBankActive
Some overlap · 4 shared positions
$PGR$CEG$GLW$T
$295M
175 positions
#5SageGuard Financial Group, LLCPassive
Some overlap · 4 shared positions
$PGR$STLD$CEG$T
$712M
211 positions
#6Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$ARES$DKS$PAG
$4.4B
30 positions
#7Whipplewood Advisors, LLCPassive
Some overlap · 3 shared positions
$HCXY$ARES$CGBD
$149M
636 positions
#8Mallini Complete Financial Planning LLCSmart money
Some overlap · 3 shared positions
$GOF$PDI$GSBD
$140M
70 positions
#9Family Wealth Group, LLCActive
Some overlap · 3 shared positions
$PGR$STLD$GLW
$189M
116 positions
#10Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$ARES$CEG$GLW
$204M
67 positions
#11Elm3 Financial Group, LLCPassive
Some overlap · 5 shared positions
$PDI$STRL$PGR$MOD$CEG
$146M
135 positions
#12Bensler, LLCPassive
Some overlap · 3 shared positions
$PGR$PDI$STRL
$1.1B
198 positions
#13BONNESS ENTERPRISES INCSmart money
Some overlap · 3 shared positions
$PGR$GLW$T
$310M
37 positions
#14GQG Partners LLCActive
Some overlap · 3 shared positions
$PGR$T$DVN
$53.8B
102 positions
#15PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$GOF$GLW$STRL
$216M
168 positions
#16PCB Capital LLCPassive
Some overlap · 4 shared positions
$DKS$STRL$T$WSM
$82M
114 positions
#17GraniteShares Advisors LLCPassive
Some overlap · 3 shared positions
$GSBD$DX$AGNC
$156M
90 positions
#18Gilman Hill Asset Management, LLCPassive
Some overlap · 3 shared positions
$FLNG$HCXY$ETD
$731M
236 positions
#19MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$STLD$GLW$T
$140M
63 positions
#20Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$DKS$WSM$DVN
$274M
58 positions
#21Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$DKS$T$AGNC
$267M
81 positions
#22STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 3 shared positions
$DKS$CEG$GLW
$670M
265 positions
#23Wealth Care LLCActive
Some overlap · 3 shared positions
$PDI$BIT$GLW
$123M
73 positions
#24CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$CEG$GLW$T
$1.5B
118 positions
#25Stiles Financial Services IncPassive
Some overlap · 3 shared positions
$STLD$GLW$WSM
$398M
183 positions

Compare Significant Wealth Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Significant Wealth Partners’s holdings

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.