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Hedge Funds Similar to Thrive

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

Thrive Capital Management, LLC is an institutional investor managing $530M across 170 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 Thrive are Peak Retirement Planning, WINNOW WEALTH, Brindle & Bay Financial Advisors, with shared positions in $HALO, $MMSI, $FLEX, $THC, $EXEL, $RL. The full ranking of 25 similar funds is below.

#1Peak Retirement Planning, Inc.Passive
Substantial overlap · 19 shared positions
$HALO$MMSI$FLEX$THC$EXEL$RL
$632M
194 positions
#2WINNOW WEALTH LLCPassive
Substantial overlap · 16 shared positions
$FLEX$KMB$MO$TROW$ITW$SNA
$147M
137 positions
#3Brindle & Bay Financial Advisors, LLCActive
Substantial overlap · 15 shared positions
$KMB$MO$AOS$TROW$PGR$ITW
$200M
86 positions
#4Oakmont Advisory Group, LLCPassive
Notable overlap · 16 shared positions
$FLEX$NBIX$EXEL$RL$THC$MMSI
$119M
526 positions
#5Graetz Wealth LLCActive
Notable overlap · 11 shared positions
$THC$TOST$FLEX$HALO$MMSI$EXEL
$125M
84 positions
#6Measured Risk Portfolios, Inc.Active
Notable overlap · 6 shared positions
$KMB$MO$TROW$GIS$KHC$PAYX
$112M
63 positions
#7CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Notable overlap · 6 shared positions
$TROW$PGR$SNA$CL$PAYX$GILD
$6.4B
290 positions
#8Carolina Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$MO$TROW$CL$ITW$PEP$KMB
$255M
278 positions
#9Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$KMB$MO$PEP$PAYX$GIS
$497M
948 positions
#10McKinney Capital Management, LLCActive
Some overlap · 7 shared positions
$TROW$MO$PGR$SNA$PAYX$KHC
$254M
87 positions
#11Signature Wealth Management Group
Some overlap · 5 shared positions
$KMB$PEP$PAYX$GIS$SNA
$263M
128 positions
#12Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$CCZ$PEP$GILD$CL$MO
$159M
62 positions
#13Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$KMB$MO$TROW$PEP
$274M
79 positions
#14Windle Wealth, LLCActive
Some overlap · 4 shared positions
$MO$TROW$ITW$PEP
$249M
35 positions
#15CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$CCZ$KMB$KHC$GILD$PEP$GIS
$111M
136 positions
#16Regents Gate Capital LLPActive
Some overlap · 4 shared positions
$ITW$SNA$AVY$AOS
$75M
37 positions
#17Welch Group, LLCPassive
Some overlap · 4 shared positions
$KMB$CL$PEP$PAYX
$2.9B
326 positions
#18MOKAN Wealth Management Inc.Passive
Some overlap · 10 shared positions
$SNA$GILD$ITW$PEP$AOS$PAYX
$262M
95 positions
#19Van Cleef Asset Management,IncActive
Some overlap · 5 shared positions
$PGR$PAYX$PEP$CCZ$CL
$981M
119 positions
#20RHS Financial, LLCPassive
Some overlap · 5 shared positions
$EXEL$CL$CCZ$FLEX$GILD
$248M
165 positions
#21Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$SNA$ITW$CCZ$GILD
$111M
62 positions
#22Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$MO$KHC$PAYX$GILD
$526M
89 positions
#23RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MO$CCZ$PEP$GILD
$2.4B
181 positions
#24Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$TROW$PGR$PAYX$PEP
$542M
162 positions
#25Philip James Wealth Mangement, LLCActive
Some overlap · 4 shared positions
$MO$GIS$PEP$KHC
$888M
151 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.