What hedge funds are most similar to WealthShield Partners, LLC?

The funds with the most similar 13F portfolios to WealthShield Partners, LLC are Invera Wealth Advisors, GDS Wealth, OARSMAN, 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 WealthShield Partners

13F Portfolio OverlapQ2 2026WealthShield Partners portfolio →

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Most similar hedge funds by 13F overlap

WealthShield Partners, LLC is an institutional investor managing $654M across 379 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 WealthShield Partners are Invera Wealth Advisors, GDS Wealth, OARSMAN, with shared positions in $TT, $JCI, $TJX, $CMI, $NXPI, $ETN. The full ranking of 25 similar funds is below.

#1Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$TT $JCI $TJX $CMI $NXPI $ETN

$186M

132 positions

#2GDS Wealth ManagementPassive

Notable overlap · 8 shared positions

$TT $CRWD $HPE $TJX $APH $NXPI

$2.1B

232 positions

#3OARSMAN CAPITAL, INC.Active

Notable overlap · 8 shared positions

$C $HPE $TJX $APH $JCI $CMI

$945M

244 positions

#4Asio Capital, LLCActive

Notable overlap · 6 shared positions

$CRWD $C $UBER $APH $FANG $PH

$781M

109 positions

#5Nemes Rush Group LLCPassive

Notable overlap · 7 shared positions

$CRWD $JCI $ETN $TT $NXPI $CB

$1.2B

954 positions

#6Renaissance Investment Group LLCPassive

Notable overlap · 6 shared positions

$CRWD $TT $TJX $APH $NXPI $ISRG

$508M

84 positions

#7Bluebird Wealth Management LLCPassive

Notable overlap · 5 shared positions

$CRWD $C $UBER $TJX $ETN

$115M

89 positions

#8Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 7 shared positions

$JCI $CMI $ETN $NXPI $TT $CB

$378M

205 positions

#9RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$C $TJX $ETN $FANG $PH $CB

$4.0B

124 positions

#10TKG Advisors, LLCPassive

Some overlap · 6 shared positions

$C $TT $HPE $MCD $JCI $CMI

$288M

94 positions

#11Regents Gate Capital LLPActive

Some overlap · 6 shared positions

$TT $JCI $ETN $PH $APH $CMI

$75M

37 positions

#12Tulsa Wealth Advisors, INCActive

Some overlap · 7 shared positions

$JCI $ETN $CMI $CB $TT $CME

$710M

166 positions

#13HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 6 shared positions

$JCI $CMI $ETN $TT $CB $CME

$461M

144 positions

#14Peloton Wealth StrategistsPassive

Some overlap · 5 shared positions

$C $UBER $CMI $APH $ISRG

$271M

91 positions

#15Parsonex Advisory Services, Inc.Passive

Some overlap · 5 shared positions

$CRWD $UBER $ETN $ICE $ISRG

$115M

50 positions

#16ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$CRWD $UBER $APH $JCI $ISRG

$551M

40 positions

#17Strong Retirement Solutions LLCPassive

Some overlap · 5 shared positions

$CRWD $UBER $APH $FANG $ISRG

$167M

82 positions

#18CrossGen Wealth, LLCPassive

Some overlap · 6 shared positions

$JCI $TJX $ETN $CB $TT $CME

$129M

214 positions

#19First Washington CORPActive

Some overlap · 5 shared positions

$CRWD $UBER $ETN $ICE $CME

$418M

51 positions

#20SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive

Some overlap · 7 shared positions

$UBER $TT $CB $ETN $HPE $CME

$5.3B

737 positions

#21CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 6 shared positions

$JCI $CMI $ETN $CB $CME $APH

$1.0B

300 positions

#22Pekao Towarzystwo Funduszy Inwestycyjnych S.A.Passive

Some overlap · 6 shared positions

$UBER $TT $APH $CME $CDNS $NXPI

$157M

85 positions

#23Robinhood Asset Management, LLCActive

Some overlap · 5 shared positions

$CRWD $UBER $ETN $FANG $CDNS

$1.9B

83 positions

#24Lord & Richards Wealth Management, LLCActive

Some overlap · 5 shared positions

$CRWD $UBER $APH $FANG $ISRG

$128M

49 positions

#25Trifecta Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$CRWD $ETN $UBER $TJX $ISRG

$776M

493 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.