How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Wealth Care

13F Portfolio OverlapQ2 2026Wealth Care portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wealth Care LLC is an institutional investor managing $123M across 73 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 Wealth Care are Regatta Research & Money, Noble Wealth PBC, ShoreHaven Wealth Partners, with shared positions in $IAU, $NZF, $NAD, $VGM, $PDI, $PAXS. The full ranking of 25 similar funds is below.

#1Regatta Research & Money ManagementPassive

Notable overlap · 4 shared positions

$IAU $NZF $NAD $VGM

$106M

495 positions

#2Noble Wealth Management PBCPassive

Notable overlap · 4 shared positions

$PDI $PAXS $IAU $BPRE

$223M

778 positions

#3ShoreHaven Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$IAU $NLY $GLW

$318M

106 positions

#4Congress Park Capital LLCPassive

Some overlap · 3 shared positions

$NCV $NZF $NAD

$370M

134 positions

#5Thomas J. Herzfeld Advisors, Inc.Active

Some overlap · 4 shared positions

$PDI $PAXS $NCV $BPRE

$326M

129 positions

#6Comprehensive Money Management Services LLC

Some overlap · 3 shared positions

$IAU $WY $BEPC

$159M

200 positions

#7ADKINS SEALE CAPITAL MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$IAU $WY $GLW

$112M

236 positions

#8Melone Private Wealth, LLCActive

Some overlap · 4 shared positions

$NZF $NAD $VGM $NMCO

$263M

58 positions

#9Cornerstone Advisory, LLCPassive

Some overlap · 3 shared positions

$PDI $NAD $GLW

$1.2B

278 positions

#10Bellwether Advisors, LLCPassive

Some overlap · 3 shared positions

$IAU $GLW $NBIS

$675M

167 positions

#11Whipplewood Advisors, LLCPassive

Some overlap · 3 shared positions

$VGM $VKI $NZF

$149M

636 positions

#12Significant Wealth Partners LLCPassive

Some overlap · 3 shared positions

$PDI $BIT $GLW

$92M

116 positions

#13CORRADO ADVISORS, LLCPassive

Some overlap · 3 shared positions

$PAXS $BEPC $GLW

$217M

120 positions

#14Cyndeo Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $PDI $BIT

$2.1B

517 positions

#15Generation Capital Management LLCPassive

Slight overlap · 3 shared positions

$IAU $GLW $NBIS

$163M

83 positions

#16First Growth Capital LLCActive

Slight overlap · 3 shared positions

$PDI $IAU $GLW

$132M

138 positions

#17PFG Investments, LLCPassive

Slight overlap · 3 shared positions

$PDI $GLW $BEPC

$2.6B

1,295 positions

#18Wealthstar Advisors, LLCSmart money

Slight overlap · 4 shared positions

$PDI $GLW $IAU $NLY

$343M

114 positions

#19Westview Management dba Westview Investment AdvisorsPassive

Slight overlap · 3 shared positions

$NZF $GLW $NAD

$204M

67 positions

#20Hennion & Walsh Asset Management, Inc.Passive

Slight overlap · 3 shared positions

$NZF $NAD $VGM

$3.5B

955 positions

#21Gould Capital, LLCPassive

Slight overlap · 4 shared positions

$NZF $NAD $IAU $NLY

$179M

217 positions

#22TopTier Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$IAU $GLW $PDI

$166M

133 positions

#23Stratos Wealth Partners, LTD.Passive

Slight overlap · 3 shared positions

$IAU $BPRE $GLW

$9.9B

1,690 positions

#24INDEPENDENT FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$BPRE $GLW $PDI

$5.3B

1,546 positions

#25Gridiron Partners, LLCSmart money

Slight overlap · 3 shared positions

$NZF $VGM $NMCO

$191M

51 positions

Compare Wealth Care’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wealth Care’s holdings

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.