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Hedge Funds Similar to Wellspring Financial Advisors

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

Wellspring Financial Advisors, LLC is an institutional investor managing $1.5B across 288 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 Wellspring Financial Advisors are COURAGE, GENTRY PRIVATE WEALTH, Firestone, with shared positions in $AAAU, $IAU, $FBTC, $ASML, $NEE, $MDY. The full ranking of 25 similar funds is below.

#1COURAGE CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$AAAU$IAU$FBTC
$67M
16 positions
#2GENTRY PRIVATE WEALTH, LLCSmart money
Some overlap · 3 shared positions
$AAAU$ASML$NEE
$194M
108 positions
#3Firestone Capital ManagementActive
Some overlap · 4 shared positions
$MDY$IAU$NEE$FBTC
$537M
168 positions
#4Cambridge Advisors Inc.Active
Some overlap · 3 shared positions
$AAAU$MDY$FBTC
$582M
183 positions
#5FLAGSTAR ADVISORS INC.Active
Some overlap · 3 shared positions
$MDY$IAU$AAAU
$331M
177 positions
#6Pacific Point Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$IAU$ASML$NEE
$219M
129 positions
#7Grove Bank & TrustPassive
Some overlap · 3 shared positions
$MDY$IAU$BA
$1.0B
886 positions
#8Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$AAAU$IAU$NEE
$155M
107 positions
#9Benchmark Financial Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MDY$IAU$ASML$FBTC
$405M
147 positions
#10SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$MDY$IAU$ASML
$973M
379 positions
#11Midwest Financial Group LLCPassive
Some overlap · 3 shared positions
$MDY$BA$IAU
$285M
136 positions
#12TI-TRUST, INCPassive
Some overlap · 3 shared positions
$MDY$BA$NEE
$186M
132 positions
#13Henderson Brothers Financial Partners, LLCActive
Some overlap · 3 shared positions
$MDY$IAU$NEE
$211M
77 positions
#14MEITAV INVESTMENT HOUSE LTDActive
Some overlap · 3 shared positions
$MDY$BA$NEE
$14.9B
299 positions
#15Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BA$NEE
$176M
60 positions
#16RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$IAU$NEE
$581M
172 positions
#17Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$ASML$NEE
$448M
500 positions
#18FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$IAU$MDY$ASML$FBTC
$2.4B
979 positions
#19Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IAU$MDY$ASML
$122M
39 positions
#20Global Wealth Strategies & AssociatesActive
Some overlap · 3 shared positions
$IAU$MDY$ASML
$528M
97 positions
#21MCF Advisors LLCPassive
Some overlap · 3 shared positions
$MDY$BA$NEE
$2.8B
1,403 positions
#22WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$ASML$NEE
$3.2B
296 positions
#23Resonant Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$ASML
$2.1B
538 positions
#24Sageworth Trust CoActive
Some overlap · 3 shared positions
$MDY$IAU$ASML
$2.5B
127 positions
#25Granite FO LLCSmart money
Slight overlap · 3 shared positions
$MDY$IAU$BA
$189M
171 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.