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Hedge Funds Similar to WealthCare Asset

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

WealthCare Asset Management, LLC is an institutional investor managing $241M across 78 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 WealthCare Asset are Missouri & Investment, MILESTONE ASSET, Blue, with shared positions in $ORLY, $PEP, $USB, $BMY, $MO, $ANET. The full ranking of 25 similar funds is below.

#1Missouri Trust & Investment CoActive
Notable overlap · 3 shared positions
$ORLY$PEP$USB
$368M
146 positions
#2MILESTONE ASSET MANAGEMENT, LLCPassive
Notable overlap · 13 shared positions
$BMY$MO$ANET$EXPE$LAMR$SHOP
$636M
262 positions
#3Blue Capital, Inc.Passive
Notable overlap · 12 shared positions
$UGA$USO$MO$BMY$SHOP$EXPE
$158M
122 positions
#4Exit Wealth Advisors, LLC.Passive
Notable overlap · 9 shared positions
$BMY$UGA$ANET$MO$LAMR$USO
$220M
150 positions
#5Simmons BankPassive
Notable overlap · 4 shared positions
$ORLY$DE$AMGN$SFNC
$1.8B
369 positions
#6STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Notable overlap · 8 shared positions
$BMY$EXPE$ANET$MO$SHOP$VOD
$125M
93 positions
#7Mid-American Wealth Advisory Group, Inc.Active
Notable overlap · 4 shared positions
$ORLY$BMY$MO$PLTR
$277M
66 positions
#8Horrell Capital Management, Inc.Active
Notable overlap · 3 shared positions
$ORLY$PEP$SFNC
$219M
196 positions
#9NORDEN GROUP LLCPassive
Notable overlap · 8 shared positions
$MO$ANET$LAMR$BMY$SHOP$EXPE
$1.2B
701 positions
#10Second Half Financial Partners, LLCActive
Notable overlap · 8 shared positions
$EXPE$LAMR$ANET$MO$BMY$SHOP
$244M
109 positions
#11Pinnacle Family Advisors, LLCPassive
Notable overlap · 3 shared positions
$ORLY$IRM$PLTR
$238M
155 positions
#12Walker Asset Management, LLCActive
Notable overlap · 3 shared positions
$ORLY$MO$T
$198M
152 positions
#13FCF Advisors LLCPassive
Notable overlap · 6 shared positions
$BMY$ANET$MO$FTI$EXPE$STX
$544M
58 positions
#14Ellsworth Advisors, LLCPassive
Some overlap · 7 shared positions
$MO$ANET$BMY$FTI$AMGN$PEP
$609M
182 positions
#15ETF Store, Inc.Passive
Some overlap · 5 shared positions
$ORLY$MO$BMY$AMGN$PLTR
$120M
114 positions
#16Axim Planning & WealthActive
Some overlap · 9 shared positions
$MO$LAMR$ANET$EXPE$SHOP$BMY
$72M
92 positions
#17Nepsis Inc.Active
Some overlap · 5 shared positions
$BMY$ANET$SHOP$AMGN$IRM
$295M
28 positions
#18GKV Capital Management Co., Inc.Passive
Some overlap · 6 shared positions
$ORLY$ANET$AMGN$DE$PWR$STX
$310M
83 positions
#19Independent Solutions Wealth Management, LLCActive
Some overlap · 6 shared positions
$LAMR$ANET$MO$SHOP$AMGN$PLTR
$766M
194 positions
#20Van Diest Capital, LLCPassive
Some overlap · 6 shared positions
$ANET$MO$EXPE$SHOP$LAMR$BMY
$112M
176 positions
#21GROESBECK INVESTMENT MANAGEMENT CORP /NJ/Active
Some overlap · 5 shared positions
$ORLY$ANET$AMGN$PWR$IRM
$63M
100 positions
#22McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$ORLY$PLTR$USB
$199M
37 positions
#23Capital Investment Counsel, LLCPassive
Some overlap · 5 shared positions
$LAMR$ORLY$AMGN$DE$PEP
$808M
156 positions
#24JPL Wealth Management, LLCPassive
Some overlap · 5 shared positions
$LAMR$ORLY$AMGN$DE$PEP
$504M
1,876 positions
#25Visionary Wealth AdvisorsPassive
Some overlap · 5 shared positions
$ORLY$MO$AMGN$PWR$PEP
$2.5B
666 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.