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Hedge Funds Similar to WealthCollab

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

WealthCollab, LLC is an institutional investor managing $276M across 969 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 WealthCollab are Elevated Financial Group, CLOUGH PARTNERS L P, Eddie Patel, with shared positions in $SSRM, $CLS, $IAU, $CRM, $AXP, $BA. The full ranking of 25 similar funds is below.

#1Elevated Financial Group LLCActive
Some overlap · 5 shared positions
$SSRM$CLS$IAU$CRM$AXP
$365M
125 positions
#2CLOUGH CAPITAL PARTNERS L PPassive
Slight overlap · 4 shared positions
$CLS$SSRM$BA$ASML
$1.2B
102 positions
#3Eddie Patel IncPassive
Slight overlap · 3 shared positions
$SSRM$CLS$UBER
$167M
127 positions
#4Compass Wealth Management, LLC/GAActive
Slight overlap · 4 shared positions
$CLS$IAU$BA$PEP
$251M
74 positions
#5DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive
Slight overlap · 5 shared positions
$SNAP$BA$ASML$UBER$EA
$8.4B
241 positions
#6REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 5 shared positions
$IAU$BA$ASML$UBER$PEP
$760M
229 positions
#7Dilation Capital Management LPActive
Slight overlap · 4 shared positions
$CLS$BA$ASML$ASX
$248M
20 positions
#8Sender Co & Partners, Inc.Passive
Slight overlap · 4 shared positions
$BA$CLS$CRM$UBER
$345M
120 positions
#9Westover Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$CLS$IAU$ASML
$602M
240 positions
#10Strategic Wealth Investment Group, LLCPassive
Slight overlap · 5 shared positions
$BA$CRM$UBER$AXP$PEP
$825M
104 positions
#11Wisconsin Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$BA$CRM$UBER$AXP$ADBE
$117M
90 positions
#12Mengis Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$IAU$BA$ASML$PEP
$658M
218 positions
#13Darden Wealth Group IncPassive
Slight overlap · 3 shared positions
$CLS$BA$ASML
$252M
155 positions
#14BDFS Capital LLCActive
Slight overlap · 4 shared positions
$IAU$BA$ASML$ADBE
$230M
116 positions
#15Ally Financial Inc.Active
Slight overlap · 5 shared positions
$BA$CRM$UBER$PEP$ADBE
$775M
131 positions
#16Rockingstone Advisors LLCPassive
Slight overlap · 3 shared positions
$CLS$BA$UBER
$249M
115 positions
#17MATTERS CAPITAL LLCPassive
Slight overlap · 4 shared positions
$CLS$CRM$ASML$UBER
$143M
75 positions
#18Everest Financial Group LLCPassive
Slight overlap · 4 shared positions
$IAU$CRM$ASML$UBER
$738M
208 positions
#19ONE WEALTH CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IAU$BA$CRM
$355M
229 positions
#20Investment Research & Advisory Group, Inc.Active
Slight overlap · 4 shared positions
$BA$CRM$ASML$UBER
$324M
314 positions
#21GUERRA PAN ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$BA$CRM$ASML$UBER
$179M
118 positions
#22Regency Capital Management Inc.\DEPassive
Slight overlap · 4 shared positions
$IAU$CLS$ASML$ADBE
$251M
64 positions
#23Bulltick Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$IAU$CRM$UBER$ASML
$490M
134 positions
#24Cadent Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$CLS$ASML$AXP$PEP
$485M
201 positions
#25JMN Financial LLCPassive
Slight overlap · 4 shared positions
$CLS$ASML$ASX$BBVA
$129M
229 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.