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Hedge Funds Similar to Wealthspire Advisors

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

Wealthspire Advisors, LLC is an institutional investor managing $18.2B across 1,298 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 Wealthspire Advisors are VESTOR, Longview Partners (Guernsey) LTD, GM Advisory Group, with shared positions in $AON, $AXP, $CME, $IAU, $IBIT, $ACN. The full ranking of 25 similar funds is below.

#1VESTOR CAPITAL, LLCActive
Some overlap · 3 shared positions
$AON$AXP$CME
$486M
276 positions
#2Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$AON$CME$AXP
$6.2B
23 positions
#3GM Advisory Group, LLC
Some overlap · 4 shared positions
$IAU$AON$AXP$IBIT
$2.6B
374 positions
#4Evelyn Partners Asset Management Ltd
Some overlap · 4 shared positions
$IAU$CME$ACN$DOV
$406M
308 positions
#5Zhang Financial LLCActive
Some overlap · 4 shared positions
$IAU$AXP$DOV$IBIT
$3.4B
392 positions
#6Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$DOV$AXP$IBIT
$830M
159 positions
#7Signet Investment Advisory Group, Inc.Passive
Some overlap · 3 shared positions
$IAU$AXP$ACN
$227M
73 positions
#8REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$IAU$AXP$DOV
$1.9B
100 positions
#9NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$AXP$IBIT
$283M
75 positions
#10Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CME$DOV
$304M
194 positions
#11REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$CME$DOV
$769M
225 positions
#12SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$IAU$CME$AXP
$298M
135 positions
#13Riverpoint Wealth Management Holdings, LLCActive
Some overlap · 3 shared positions
$IAU$ACN$IBIT
$544M
61 positions
#14Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$ACN$IBIT
$490M
134 positions
#15Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.8B
691 positions
#16C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital AdActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.0B
417 positions
#17Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$497M
120 positions
#18Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$270M
107 positions
#19Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$1.2B
196 positions
#20Archer Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$317M
121 positions
#21Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$517M
293 positions
#22MACROVIEW INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$AXP$DOV
$167M
106 positions
#23Global Frontier Investments LLCActive
Some overlap · 3 shared positions
$AON$AXP$ACN
$581M
30 positions
#24TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$IAU$AXP$FLEX
$1.7B
347 positions
#25Alpha Zero LLCActive
Some overlap · 3 shared positions
$IAU$CME$IBIT
$264M
107 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.