13F Pro

Hedge Funds Similar to Wealth Science Advisors

13F Portfolio OverlapQ2 2026Wealth Science Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wealth Science Advisors LLC is an institutional investor managing $225M across 97 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 Science Advisors are Research Global Investors, International Sarl, INVESTMENT ASSOCIATES, with shared positions in $PM, $RCL, $SBUX, $VRTX, $UBER, $LIN. The full ranking of 25 similar funds is below.

#1Capital Research Global InvestorsActive
Notable overlap · 10 shared positions
$PM$RCL$SBUX$VRTX$UBER$LIN
$716.9B
426 positions
#2Capital International SarlActive
Some overlap · 6 shared positions
$RCL$PM$VRTX$SBUX$APH$LIN
$7.1B
287 positions
#3INVESTMENT MANAGEMENT ASSOCIATES INC /ADVActive
Some overlap · 4 shared positions
$BTI$PM$UBER$CNQ
$487M
31 positions
#4Altrius Capital Management IncPassive
Some overlap · 4 shared positions
$BTI$PM$SBUX$ABT
$526M
89 positions
#5Intermede Investment Partners LtdActive
Some overlap · 4 shared positions
$EFX$UBER$VRTX$LIN
$2.4B
30 positions
#6Savoir Faire Capital Management, L.P.Active
Some overlap · 3 shared positions
$BTI$PM$RCL
$161M
43 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$SBUX$MS$WFC$T$ABT$GD
$1.3B
58 positions
#8Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$PM$BTI$MS$T$GD
$10.2B
208 positions
#9CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 5 shared positions
$RCL$VRTX$SBUX$LIN$APH
$3.1B
150 positions
#10Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 5 shared positions
$RCL$VRTX$SBUX$LIN$APH
$664M
143 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PM$SBUX$WFC$T$GD
$233M
122 positions
#12WESTPORT ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$UBER$LIN$CARR$URI$VRTX
$245M
80 positions
#13Egerton Capital (UK) LLPActive
Some overlap · 4 shared positions
$EFX$UBER$LIN$APH
$10.4B
23 positions
#14Capital World InvestorsActive
Some overlap · 5 shared positions
$PM$VRTX$SBUX$CNQ$RCL
$846.4B
637 positions
#15GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$UBER$SBUX$URI$ABT$CNQ
$372M
82 positions
#16SWS PartnersPassive
Some overlap · 5 shared positions
$PM$UBER$WFC$APH$GD
$463M
108 positions
#17Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$UBER$PM$SBUX$GD
$324M
314 positions
#18Capital International InvestorsActive
Some overlap · 5 shared positions
$PM$RCL$APH$ABT$BTI
$483.6B
446 positions
#19TrueMark Investments, LLCPassive
Some overlap · 3 shared positions
$BTI$PM$ABT
$798M
187 positions
#20GQG Partners LLCActive
Some overlap · 3 shared positions
$BTI$PM$T
$53.8B
102 positions
#21Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$PM$VRTX$SBUX$APH
$149M
67 positions
#22OPAL CAPITAL LLCPassive
Some overlap · 3 shared positions
$BTI$PM$ABT
$560M
136 positions
#23EPACRIA CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$BTI$PM$CNQ
$130M
24 positions
#24Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$BTI$PM$T
$388M
39 positions
#25Manhattan West Asset Management, LLCPassive
Some overlap · 4 shared positions
$UBER$PM$LIN$GD
$599M
185 positions

Compare Wealth Science Advisors’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 Science Advisors’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.