What hedge funds are most similar to Wealthcare Advisory Partners LLC?

The funds with the most similar 13F portfolios to Wealthcare Advisory Partners LLC are Sankala Group, Discipline Wealth Solutions, HENGEHOLD, based on overlapping conviction holdings in the latest SEC filings.

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 Wealthcare Advisory Partners

13F Portfolio OverlapQ3 2026Wealthcare Advisory Partners portfolio →

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Most similar hedge funds by 13F overlap

Wealthcare Advisory Partners LLC is an institutional investor managing $5.9B across 1,111 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 Wealthcare Advisory Partners are Sankala Group, Discipline Wealth Solutions, HENGEHOLD, with shared positions in $PHYS, $GLDM, $SLV, $LOW, $UPS, $TFC. The full ranking of 25 similar funds is below.

#1Sankala Group LLCPassive

Slight overlap · 3 shared positions

$PHYS $GLDM $SLV

$150M

631 positions

#2Discipline Wealth Solutions, LLCActive

Slight overlap · 4 shared positions

$PHYS $SLV $LOW $UPS

$1.2B

196 positions

#3HENGEHOLD CAPITAL MANAGEMENT LLCActive

Slight overlap · 4 shared positions

$PHYS $TFC $UPS $LMT

$1.3B

231 positions

#4Alpha Financial Partners, LLCActive

Slight overlap · 3 shared positions

$GLDM $PHYS $SLV

$190M

118 positions

#5MACROVIEW INVESTMENT MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$PHYS $GLDM $LMT

$167M

106 positions

#6SpringVest Wealth Management LLCActive

Slight overlap · 3 shared positions

$PHYS $ALAB $SLV

$164M

81 positions

#7Gradient Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$GLDM $SLV $LMT $AMGN

$433M

179 positions

#8Copia Wealth ManagementPassive

Slight overlap · 4 shared positions

$GLDM $SLV $UPS $AMGN

$166M

570 positions

#9QUANTUM FINANCIAL PARTNERS LLCPassive

Slight overlap · 3 shared positions

$PHYS $SLV $VRT

$194M

152 positions

#10Walser Wealth Management Company, A Ltd Liability CoPassive

Slight overlap · 3 shared positions

$PHYS $SLV $VRT

$250M

217 positions

#11Hilton Head Capital Partners, LLCPassive

Slight overlap · 5 shared positions

$TFC $VRT $LMT $AMGN $GLW

$185M

877 positions

#12MONEY CONCEPTS CAPITAL CORPPassive

Slight overlap · 3 shared positions

$GLDM $PHYS $GLW

$2.2B

633 positions

#13NTV ASSET MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$SLV $TFC $VRT $AMGN

$1.1B

331 positions

#14MRA Advisory GroupPassive

Slight overlap · 4 shared positions

$ALAB $PDI $VRT $AMGN

$267M

152 positions

#15COURIER CAPITAL LLCPassive

Slight overlap · 4 shared positions

$GLDM $LOW $LMT $GLW

$2.0B

405 positions

#16Bulwark Capital CorpActive

Slight overlap · 3 shared positions

$PHYS $GLDM $SLV

$189M

106 positions

#17GREAT VALLEY ADVISOR GROUP, INC.Passive

Slight overlap · 3 shared positions

$GLDM $SLV $VRT

$6.3B

1,055 positions

#18Ironwood Investment Counsel, LLCPassive

Slight overlap · 5 shared positions

$LOW $UPS $LMT $AMGN $GLW

$762M

267 positions

#19RM Financial Services, LLCPassive

Slight overlap · 3 shared positions

$GLDM $SLV $UPS

$135M

79 positions

#20Meixler Investment Management, Ltd.Passive

Slight overlap · 3 shared positions

$PHYS $LOW $LMT

$181M

90 positions

#21PALLADIEM, LLCActive

Slight overlap · 3 shared positions

$GLDM $SLV $GLW

$103M

136 positions

#22Kera Capital Partners, Inc.Passive

Slight overlap · 3 shared positions

$PHYS $VRT $GLW

$1.0B

634 positions

#23O'Brien Greene & Co. IncPassive

Slight overlap · 3 shared positions

$PHYS $AMGN $GLW

$362M

141 positions

#24Capital Investment Advisory Services, LLCPassive

Slight overlap · 4 shared positions

$TFC $PDI $LOW $UPS

$1.6B

1,301 positions

#25TCM Advisors, LLCSmart money

Slight overlap · 4 shared positions

$SLV $LOW $UPS $LMT

$1.3B

67 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.