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Hedge Funds Similar to SOFI WEALTH

13F Portfolio OverlapQ2 2026SOFI WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SOFI WEALTH, LLC is an institutional investor managing $2.5B across 52 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 SOFI WEALTH are TME FINANCIAL, Sharkey, Howes & Javer, Archer Investment, with shared positions in $IAU, $MUFG, $IBIT. The full ranking of 8 similar funds is below.

#1TME FINANCIAL, INC.Active
Substantial overlap · 3 shared positions
$IAU$MUFG$IBIT
$162M
70 positions
#2Sharkey, Howes & JaverActive
Substantial overlap · 3 shared positions
$IAU$MUFG$IBIT
$829M
163 positions
#3Archer Investment Management, LLCActive
Notable overlap · 3 shared positions
$IAU$MUFG$IBIT
$293M
110 positions
#4Asempa Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$IBIT$MUFG
$134M
119 positions
#5WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$MUFG
$176M
187 positions
#6Betterment LLCActive
Some overlap · 3 shared positions
$MUFG$IBIT$IAU
$59.1B
675 positions
#7Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$IAU$MUFG$IBIT
$1.1B
511 positions
#8XP Advisory US, Inc.Active
Slight overlap · 3 shared positions
$IBIT$IAU$MUFG
$183M
81 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.