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Hedge Funds Similar to Strait & Sound Wealth

13F Portfolio OverlapQ2 2026Strait & Sound Wealth portfolio →
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Most similar hedge funds by 13F overlap

Strait & Sound Wealth Management LLC is an institutional investor managing $285M across 174 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 Strait & Sound Wealth are IBEX WEALTH ADVISORS, Owen LaRue, MOSELEY INVESTMENT, with shared positions in $PLTR, $AMGN, $NLY, $SHEL, $MS, $VLO. The full ranking of 25 similar funds is below.

#1IBEX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$PLTR$AMGN$NLY$SHEL
$1.3B
209 positions
#2Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$PLTR$AMGN$MS$VLO
$288M
141 positions
#3MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 4 shared positions
$PLTR$AMGN$DOV$VLO
$314M
163 positions
#4PACIFIC HEIGHTS ASSET MANAGEMENT LLC
Some overlap · 3 shared positions
$PLTR$AMGN$MS
$3.2B
77 positions
#5Palacios Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$PLTR$AMGN$MS
$169M
76 positions
#6Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$PLTR$AMGN$MS
$776M
493 positions
#7WILLNER & HELLER, LLCPassive
Slight overlap · 3 shared positions
$PLTR$MS$AMGN
$160M
165 positions
#8OpenArc Corporate Advisory, LLCActive
Slight overlap · 3 shared positions
$PLTR$AMGN$MS
$8.4B
789 positions
#9Orion Capital Management LLC
Slight overlap · 3 shared positions
$PLTR$MS$AMGN
$323M
511 positions
#10Iowa State BankPassive
Slight overlap · 3 shared positions
$PLTR$MS$AMGN
$598M
118 positions
#11Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$PLTR$AMGN$VLO
$766M
194 positions
#12Objective Capital Management, LLCPassive
Slight overlap · 4 shared positions
$MS$PLTR$DOV$AMGN
$113M
103 positions
#13P.A.W. CAPITAL CORPPassive
Slight overlap · 3 shared positions
$AMGN$MS$SHEL
$133M
66 positions
#14TriCert Investment Counsel Inc.Active
Slight overlap · 3 shared positions
$AMGN$MS$SHEL
$1.1B
88 positions
#15McGuire Investment Group, LLCActive
Slight overlap · 3 shared positions
$PLTR$MS$AMGN
$1.1B
137 positions
#16PENNINGTON PARTNERS & CO., LLCActive
Slight overlap · 3 shared positions
$PLTR$ABR$DOV
$312M
131 positions
#17Columbus Macro, LLCPassive
Slight overlap · 3 shared positions
$AMGN$NLY$ARR
$1.0B
207 positions
#18Hilton Head Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$AMGN$PLTR$VLO
$198M
912 positions
#19Great Diamond Partners, LLCPassive
Slight overlap · 3 shared positions
$AMGN$MS$VLO
$582M
238 positions
#20CONNING INC.Passive
Slight overlap · 3 shared positions
$AMGN$MS$VLO
$3.3B
327 positions
#21BankPlus Trust DepartmentActive
Slight overlap · 3 shared positions
$AMGN$MS$VLO
$428M
470 positions
#22WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Slight overlap · 3 shared positions
$AMGN$PLTR$DOV
$405M
169 positions
#23Nicholas Wealth, LLC.Passive
Slight overlap · 3 shared positions
$AMGN$MS$VLO
$182M
127 positions
#24Cornerstone Select Advisors, LLCPassive
Slight overlap · 3 shared positions
$PLTR$SHEL$VLO
$238M
149 positions
#25Philadelphia Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$PLTR$AMGN$VLO
$161M
189 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.