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Hedge Funds Similar to WEALTHCARE

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

WEALTHCARE CAPITAL MANAGEMENT LLC is an institutional investor managing $1.1B across 105 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 are Wealth Alliance, Entruity Wealth, WIT Partners Advisory Pte. Ltd., with shared positions in $PSLV, $PHYS, $IBIT, $GLDM, $MDY, $PM. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive
Highly similar · 3 shared positions
$PSLV$PHYS$IBIT
$215M
99 positions
#2Entruity Wealth, LLCActive
Substantial overlap · 3 shared positions
$PSLV$PHYS$GLDM
$155M
54 positions
#3WIT Partners Advisory Pte. Ltd.Active
Substantial overlap · 3 shared positions
$PHYS$PSLV$IBIT
$213M
16 positions
#4Evanson Asset Management, LLC
Substantial overlap · 3 shared positions
$PHYS$MDY$PSLV
$1.9B
321 positions
#5Evanson Financial, LLCPassive
Substantial overlap · 3 shared positions
$PHYS$MDY$PM
$2.0B
325 positions
#6MATAURO, LLCActive
Notable overlap · 3 shared positions
$PHYS$STT$IBIT
$756M
158 positions
#7Pekin Hardy Strauss, Inc.Passive
Notable overlap · 3 shared positions
$PHYS$PSLV$IBIT
$1.1B
511 positions
#8HC Advisors, LLCActive
Notable overlap · 4 shared positions
$PSLV$PHYS$SO$TXN
$165M
62 positions
#9SMI Advisory Services, LLCSmart money
Notable overlap · 3 shared positions
$PHYS$GLDM$STT
$617M
62 positions
#10Hurley Capital, LLCPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$IBIT
$193M
678 positions
#113EDGE Asset Management, LPActive
Notable overlap · 4 shared positions
$PHYS$GLDM$STT$MDY
$2.2B
94 positions
#1249 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$PHYS$PSLV$TXN$PM
$524M
189 positions
#13ALONGSIDE, LLCPassive
Notable overlap · 4 shared positions
$PHYS$PSLV$TXN$PM
$525M
190 positions
#14SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$PM$PSLV
$524M
174 positions
#15Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$PM
$179M
37 positions
#16Heritage Wealth AdvisorsActive
Notable overlap · 3 shared positions
$PHYS$PM$GLDM
$2.9B
703 positions
#17Cobblestone Asset Management LLCActive
Notable overlap · 4 shared positions
$PSLV$PHYS$PM$IBIT
$240M
74 positions
#18Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$IBIT
$809M
259 positions
#19Holos Integrated Wealth LLCPassive
Some overlap · 4 shared positions
$PHYS$SO$TXN$IBIT
$214M
378 positions
#20MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$PHYS$PM$IBIT$STT
$230M
143 positions
#21BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$PSLV$PHYS$STT$ETHW
$453M
117 positions
#22ADE, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$PM
$237M
93 positions
#23Fidelis Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$MDY
$1.7B
538 positions
#24Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$MDY
$786M
309 positions
#25Phraction Management LLCActive
Some overlap · 4 shared positions
$PHYS$TXN$PM$IBIT
$596M
66 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.