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Hedge Funds Similar to Wealth Analytics Partners

13F Portfolio OverlapQ3 2026Wealth Analytics Partners portfolio →
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Most similar hedge funds by 13F overlap

Wealth Analytics Partners, LLC is an institutional investor managing $287M across 200 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 Wealth Analytics Partners are Burkehill Global, Convergence Financial, ETF Store, with shared positions in $O, $SPCX, $CBRS, $IBIT, $PLTR, $GBTC. The full ranking of 25 similar funds is below.

#1Burkehill Global Management, LPActive
Some overlap · 3 shared positions
$O$SPCX$CBRS
$2.8B
173 positions
#2Convergence Financial, LLCPassive
Slight overlap · 5 shared positions
$IBIT$O$SPCX$PLTR$GBTC
$1.3B
272 positions
#3ETF Store, Inc.Active
Slight overlap · 3 shared positions
$O$PLTR$IAU
$122M
109 positions
#4Financial Sense Advisors, Inc.Passive
Slight overlap · 5 shared positions
$IBIT$SPCX$PLTR$QCOM$IAU
$508M
137 positions
#5PANORAMIC INVESTMENT ADVISORS, LLCActive
Slight overlap · 4 shared positions
$IBIT$O$PWR$IAU
$209M
141 positions
#6Alpha Financial Partners, LLCActive
Slight overlap · 4 shared positions
$IBIT$PWR$SPCX$IAU
$190M
118 positions
#7Lauer Wealth, LLCActive
Slight overlap · 5 shared positions
$IBIT$PLTR$QCOM$SPCX$QBTS
$160M
94 positions
#8Pasadena Private Wealth, LLCActive
Slight overlap · 3 shared positions
$O$GBTC$ETHE
$786M
309 positions
#9Copia Wealth ManagementPassive
Slight overlap · 4 shared positions
$IBIT$PWR$GBTC$IAU
$166M
570 positions
#10Modus Advisors, LLCPassive
Slight overlap · 4 shared positions
$IBIT$SPCX$PLTR$IAU
$405M
118 positions
#11Friday FinancialActive
Slight overlap · 3 shared positions
$IBIT$PWR$PLTR
$506M
119 positions
#12AlphaStar Capital Management, LLCActive
Slight overlap · 3 shared positions
$IBIT$PWR$PLTR
$1.7B
276 positions
#13Counterweight Ventures, LLCPassive
Slight overlap · 3 shared positions
$IBIT$PWR$PLTR
$201M
81 positions
#14KADENSA CAPITAL LtdActive
Slight overlap · 3 shared positions
$IBIT$PWR$SPCX
$469M
28 positions
#15Mountain Capital Investment Advisors Inc.Smart money
Slight overlap · 4 shared positions
$IBIT$SPCX$PLTR$ETHE
$702M
95 positions
#16Sovran Advisors, LLCPassive
Slight overlap · 4 shared positions
$IBIT$PLTR$QCOM$IAU
$1.3B
615 positions
#17Garde Capital, Inc.Active
Slight overlap · 4 shared positions
$IBIT$PLTR$QCOM$IAU
$2.2B
224 positions
#18NORTHBRIDGE FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$IBIT$SPCX$PLTR$QCOM
$261M
184 positions
#19Silverleafe Capital Partners, LLCActive
Slight overlap · 4 shared positions
$IBIT$PWR$PLTR$IAU
$351M
100 positions
#20Pilgrim Partners Asia Pte LtdActive
Slight overlap · 5 shared positions
$IBIT$PLTR$GBTC$IAU$QCOM
$234M
108 positions
#21HARVARD MANAGEMENT CO INCActive
Slight overlap · 4 shared positions
$IBIT$SPCX$IAU$CBRS
$4.3B
19 positions
#22NavPoint Financial, Inc.Active
Slight overlap · 4 shared positions
$IBIT$PLTR$GBTC$IAU
$283M
75 positions
#23Sharkey, Howes & JaverActive
Slight overlap · 3 shared positions
$IBIT$PWR$IAU
$830M
159 positions
#24Gould Capital, LLCPassive
Slight overlap · 3 shared positions
$IBIT$PWR$IAU
$179M
217 positions
#25Capital Advisors Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$PWR$PLTR$QCOM$IAU
$888M
233 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.