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Hedge Funds Similar to WealthBridge

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

WealthBridge Capital Management, LLC is an institutional investor managing $503M across 235 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 WealthBridge are Maltin Wealth, Peloton Wealth Strategists, Peak Asset, with shared positions in $BTT, $MDY, $IAU, $EMR, $PGR, $APH. The full ranking of 25 similar funds is below.

#1Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$BTT$MDY$IAU
$299M
146 positions
#2Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$EMR$PGR$APH$VRT
$271M
91 positions
#3Peak Asset Management, LLCPassive
Some overlap · 3 shared positions
$EMR$MDY$APH
$680M
181 positions
#4Barbara Oil Co.Active
Some overlap · 4 shared positions
$EMR$PGR$APH$LMT
$297M
73 positions
#5James Hambro & Partners LLPActive
Some overlap · 4 shared positions
$EMR$PGR$APH$LMT
$2.8B
68 positions
#6SENTINEL TRUST CO LBASmart money
Some overlap · 4 shared positions
$BTT$IAU$MDY$PWR
$1.1B
136 positions
#7FORBES J M & CO LLPActive
Some overlap · 4 shared positions
$EMR$IAU$PGR$APH
$1.3B
159 positions
#8WORMSER FRERES GESTIONActive
Some overlap · 3 shared positions
$EMR$IAU$VRT
$177M
66 positions
#9Shoker Investment Counsel, Inc.Active
Some overlap · 3 shared positions
$EMR$MDY$LMT
$398M
113 positions
#10Stack Financial Management, IncActive
Slight overlap · 4 shared positions
$EMR$DTB$PWR$LMT
$1.3B
54 positions
#11Orcam Financial GroupActive
Slight overlap · 3 shared positions
$MDY$EMR$IAU
$205M
105 positions
#12Resonant Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$MDY$IAU$PGR$APH
$2.1B
538 positions
#13SHELTON WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$EMR$APH$VRT
$255M
144 positions
#14Forza Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$EMR$MDY$IAU
$326M
194 positions
#15Kaydan Wealth Management, Inc.Active
Slight overlap · 4 shared positions
$MDY$IAU$DTB$LMT
$328M
115 positions
#16Tortoise Investment Management, LLCActive
Slight overlap · 3 shared positions
$BTT$PGR$EMR
$1.3B
255 positions
#17Holistic Financial PartnersPassive
Slight overlap · 4 shared positions
$MDY$IAU$VRT$PWR
$164M
120 positions
#18NORTHLAND SECURITIES, INC.Active
Slight overlap · 3 shared positions
$EMR$MDY$VRT
$172M
117 positions
#19STAR Financial BankActive
Slight overlap · 3 shared positions
$MDY$EMR$LMT
$245M
109 positions
#20SMITH, MOORE & CO.Passive
Slight overlap · 3 shared positions
$MDY$IAU$EMR
$1.5B
586 positions
#21Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Slight overlap · 3 shared positions
$MDY$EMR$APH
$849M
165 positions
#22Scarborough Advisors, LLCActive
Slight overlap · 3 shared positions
$BTT$IAU$MDY
$871M
147 positions
#23Argentarii, LLCPassive
Slight overlap · 4 shared positions
$IAU$PGR$EMR$APH
$332M
213 positions
#24Richard C. Young & CO., LTD.Passive
Slight overlap · 3 shared positions
$EMR$APH$VRT
$1.4B
101 positions
#25RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 4 shared positions
$MDY$IAU$DTB$IRM
$581M
172 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.