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Hedge Funds Similar to WealthCare Investment Partners

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

WealthCare Investment Partners, LLC is an institutional investor managing $412M across 206 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 Investment Partners are BCWM, Exit Wealth Advisors, MBA Advisors, with shared positions in $IAU, $MO, $VZ, $NOC, $T, $SLV. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Notable overlap · 5 shared positions
$IAU$MO$VZ$NOC$T
$342M
57 positions
#2Exit Wealth Advisors, LLC.Passive
Notable overlap · 3 shared positions
$IAU$MO$SLV
$220M
150 positions
#3MBA Advisors LLCPassive
Notable overlap · 5 shared positions
$IAU$VZ$MO$MCD$GD
$297M
166 positions
#4CPR Investments Inc.Active
Notable overlap · 4 shared positions
$IAU$SLV$NOC$GD
$130M
55 positions
#5WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$MCD
$317M
129 positions
#6Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$SLV$MCD
$145M
99 positions
#7LifeWealth Investments, LLCActive
Notable overlap · 4 shared positions
$IAU$SLV$DELL$DIS
$374M
136 positions
#8MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$IAU$SLV$MO
$1.4B
144 positions
#9MAIMON WEALTH MANAGEMENT LTD.Passive
Notable overlap · 5 shared positions
$IAU$MO$DELL$T$MCD
$130M
80 positions
#10Sowa Financial Group, Inc.Smart money
Notable overlap · 4 shared positions
$IAU$MO$VZ$T
$215M
29 positions
#11ETF Store, Inc.Passive
Notable overlap · 3 shared positions
$IAU$MO$VZ
$120M
114 positions
#12NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 6 shared positions
$IAU$VZ$DELL$SLV$MTB$T
$838M
122 positions
#13LifePlan Financial, LLCPassive
Notable overlap · 4 shared positions
$IAU$VZ$NOW$GD
$143M
89 positions
#14Arnhold LLCActive
Notable overlap · 4 shared positions
$IAU$VZ$SLV$T
$1.4B
113 positions
#15RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$SLV$NOW
$218M
108 positions
#16Shah Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$MO$VZ$T
$433M
79 positions
#17Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$SLV$ALAB
$142M
408 positions
#18Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$SLV$DELL
$324M
172 positions
#19Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$SLV$MCD
$309M
142 positions
#20JSF Financial, LLCActive
Some overlap · 4 shared positions
$IAU$MO$DELL$DIS
$632M
142 positions
#21Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$VZ$MCD$GD
$326M
194 positions
#22Proficio Capital Partners LLC
Some overlap · 3 shared positions
$IAU$SLV$DELL
$2.8B
691 positions
#23Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$MO$SLV
$610M
94 positions
#24TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$MO$DIS
$134M
101 positions
#25Leslie Global Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$MO$VZ
$257M
85 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.