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Hedge Funds Similar to Wealth Partners

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

Wealth Management Partners, LLC is an institutional investor managing $425M across 154 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 Partners are Talos Eurisko Asset, Faithward Advisors, SIERRA SUMMIT ADVISORS, with shared positions in $ALAB, $CRWV, $VRT, $ASML, $IAU, $PLTR. The full ranking of 25 similar funds is below.

#1Talos Eurisko Asset Management LPActive
Notable overlap · 4 shared positions
$ALAB$CRWV$VRT$ASML
$703M
25 positions
#2Faithward Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$VRT$ASML$PLTR$NET$SHOP
$819M
339 positions
#3SIERRA SUMMIT ADVISORS LLCPassive
Notable overlap · 5 shared positions
$ALAB$VRT$SPCX$FCX$SHOP
$895M
185 positions
#4FDx Advisors, Inc.Passive
Notable overlap · 4 shared positions
$IAU$ASML$ALAB$SPCX
$332M
179 positions
#5Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ALAB$ASML
$219M
129 positions
#6Atreides Management, LPSmart money
Some overlap · 3 shared positions
$ALAB$CRWV$SPCX
$14.3B
49 positions
#7M & L Capital Management LtdActive
Some overlap · 3 shared positions
$ALAB$VRT$SPCX
$370M
17 positions
#8Purkiss Capital Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$CRWV$PLTR
$263M
189 positions
#9ANDERSON HOAGLAND & COActive
Some overlap · 3 shared positions
$IAU$ASML$FCX
$1.3B
137 positions
#10EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$ASML$SHOP
$2.4B
452 positions
#11True Vision MN LLC
Some overlap · 4 shared positions
$IAU$VRT$PLTR$FCX
$194M
98 positions
#12Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$PLTR$SPCX
$405M
118 positions
#13Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$VRT$PLTR$NET$ASML
$490M
134 positions
#14Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 4 shared positions
$IAU$PLTR$ALAB$SPCX
$142M
408 positions
#15CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$SPCX$ALAB
$541M
191 positions
#16Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$ASML$PLTR$NET
$378M
224 positions
#17FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$CRWV$PLTR
$882M
373 positions
#18Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$PLTR
$367M
99 positions
#19Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$PLTR
$216M
127 positions
#20VPR Management LLCActive
Some overlap · 3 shared positions
$IAU$RIO$FCX
$249M
66 positions
#21Dedeker Financial LLCActive
Some overlap · 3 shared positions
$ALAB$PLTR$SPCX
$176M
55 positions
#22ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$PLTR$SHOP
$753M
223 positions
#23Permanens Capital L.P.Active
Some overlap · 3 shared positions
$IAU$ASML$SHOP
$972M
100 positions
#24Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$ALAB$PLTR$SHOP
$154M
100 positions
#25Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 3 shared positions
$IAU$FCX$ASML
$362M
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.