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Hedge Funds Similar to UNIQUE WEALTH

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

UNIQUE WEALTH, LLC is an institutional investor managing $858M across 201 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 UNIQUE WEALTH are Ackerman Advisors, BLB&B Advisors, RiverGlades Family Offices, with shared positions in $DJP, $IAU, $IBIT, $MCD, $WM, $SYK. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DJP$IAU$IBIT$MCD
$497M
120 positions
#2BLB&B Advisors, LLCActive
Notable overlap · 4 shared positions
$DJP$WM$MCD$SYK
$2.7B
286 positions
#3RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$DJP$IAU$ETN
$218M
108 positions
#4BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$BITB$IAU$PHYS
$453M
117 positions
#5KALEIDOSCOPE CAPITAL LPSmart money
Some overlap · 3 shared positions
$BITB$IBIT$ETHB
$271M
16 positions
#6Cassaday & Co Wealth Management LLCSmart money
Some overlap · 3 shared positions
$DJP$MCD$ETN
$5.3B
1,313 positions
#7Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$DJP$BITB
$180M
73 positions
#8Signet Investment Advisory Group, Inc.Passive
Some overlap · 5 shared positions
$IAU$WM$MCD$ACN$ETN
$227M
73 positions
#9Colony Family Offices, LLCSmart money
Some overlap · 3 shared positions
$IAU$IBIT$DJP
$455M
61 positions
#10DIMENSION CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DJP$ASML$ETN$IBIT
$854M
141 positions
#11Wealth Watch Advisors, INCActive
Some overlap · 5 shared positions
$IAU$BITB$IBIT$MCD$SYK
$309M
142 positions
#12Beaird Harris Wealth Management, LLCActive
Some overlap · 3 shared positions
$BITB$PHYS$MCK
$1.6B
707 positions
#13Alpha Zero LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$WM$ASML
$264M
107 positions
#14Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$MCD$ACN$GWW$SYK
$145M
99 positions
#15Bulltick Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$ACN$ASML
$490M
134 positions
#16Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$BITB$IBIT$PHYS
$202M
184 positions
#17Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DJP
$390M
162 positions
#18Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$WM$MCD$ETN
$149M
98 positions
#19Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$MCD
$405M
118 positions
#20Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$PHYS
$240M
74 positions
#21Riverpoint Wealth Management Holdings, LLCActive
Some overlap · 4 shared positions
$IAU$IBIT$ACN$SYK
$544M
61 positions
#22Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$IBIT$MCD
$134M
119 positions
#23Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$SYK
$534M
406 positions
#24Evelyn Partners Asset Management Ltd
Some overlap · 5 shared positions
$IAU$ACN$MCD$SYK$ASML
$406M
308 positions
#25BDFS Capital LLCActive
Some overlap · 6 shared positions
$IAU$WM$MCK$SYK$ASML$ETN
$230M
116 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.