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Hedge Funds Similar to Variant Private Wealth

13F Portfolio OverlapQ3 2026Variant Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Variant Private Wealth, LLC is an institutional investor managing $113M across 45 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Variant Private Wealth are Modus Advisors, VIMA, True Vision MN, with shared positions in $IAU, $CRWD, $SPCX, $PLTR, $SCHW, $GBTC. The full ranking of 25 similar funds is below.

#1Modus Advisors, LLCPassive
Notable overlap · 5 shared positions
$IAU$CRWD$SPCX$PLTR$SCHW
$405M
118 positions
#2VIMA LLCPassive
Some overlap · 4 shared positions
$CRWD$IAU$SCHW$GBTC
$98M
351 positions
#3True Vision MN LLC
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$194M
98 positions
#4Ariston Services GroupActive
Some overlap · 3 shared positions
$IAU$SPCX$SCHW
$178M
72 positions
#5Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$819M
339 positions
#6Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$GBTC$PLTR
$462M
303 positions
#7Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 4 shared positions
$SNOW$SCHW$CRWD$CACI
$213M
106 positions
#8Menard Financial Group LLCActive
Some overlap · 5 shared positions
$CRWD$SCHW$PLTR$CACI$SPCX
$184M
80 positions
#9Wedbush Fund Advisers, LLCActive
Some overlap · 3 shared positions
$SNOW$CRWD$PLTR
$1.1B
103 positions
#10Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$SNOW$CRWD$PLTR
$917M
38 positions
#11FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$PLTR
$857M
394 positions
#12RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$SNOW$CRWD$PLTR
$540M
85 positions
#13SLT Holdings LLCPassive
Some overlap · 3 shared positions
$GBTC$PLTR$CRWD
$171M
155 positions
#14Legend Capital Advisors LLCActive
Some overlap · 3 shared positions
$SNOW$CRWD$PLTR
$184M
62 positions
#15NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$PLTR$GBTC
$283M
75 positions
#16Wealth Management Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$SPCX
$426M
155 positions
#17AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$CRWD$SCHW$SPCX
$1.7B
100 positions
#18Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$CRWD$SNOW$PLTR
$868M
1,314 positions
#19LAKE STREET PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$CRWD$SNOW$PLTR
$908M
279 positions
#20CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$SPCX$CRWD
$541M
191 positions
#21KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$SNOW$CRWD$PLTR
$351M
166 positions
#22Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$SCHW$SNOW
$2.8B
151 positions
#23EverSource Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWD$PLTR
$3.0B
4,392 positions
#24Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$SCHW$OXY
$639M
208 positions
#25Intellus Advisors LLCActive
Some overlap · 3 shared positions
$IAU$PLTR$CRWD
$823M
134 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.