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Hedge Funds Similar to WorthPointe

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

WorthPointe, LLC is an institutional investor managing $399M across 124 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 WorthPointe are Wealth Watch Advisors, MRWM Advisors, Upper Left Wealth, with shared positions in $SGOL, $MDY, $BITB, $IBIT, $SCHW, $ASML. The full ranking of 25 similar funds is below.

#1Wealth Watch Advisors, INCActive
Some overlap · 4 shared positions
$SGOL$MDY$BITB$IBIT
$309M
142 positions
#2MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$MDY$SCHW
$243M
80 positions
#3Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$SGOL$IBIT$BITB
$180M
73 positions
#4Cypress Capital, LLCActive
Some overlap · 3 shared positions
$SGOL$SCHW$MDY
$370M
113 positions
#5WT Wealth ManagementPassive
Some overlap · 3 shared positions
$SGOL$SCHW$BITB
$361M
138 positions
#6Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$SGOL$ASML$SCHW
$490M
80 positions
#7Go Invest LLCSmart money
Some overlap · 3 shared positions
$SGOL$IBIT$BITB
$426M
129 positions
#8ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$MDY$IBIT$ASML$SCHW
$621M
90 positions
#9Canopy Partners, LLCPassive
Some overlap · 3 shared positions
$MDY$ASML$SCHW
$332M
256 positions
#10CogentBlue Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$ASML$ASX$UMC
$175M
103 positions
#11Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$ASML$SCHW
$1.2B
319 positions
#12E-Wealth Partners, LLC
Some overlap · 3 shared positions
$ASX$ASML$UMC
$138M
59 positions
#13Sageworth Trust CoActive
Some overlap · 3 shared positions
$MDY$IBIT$ASML
$2.5B
127 positions
#14SEEDS INVESTOR LLCPassive
Some overlap · 3 shared positions
$MDY$SGOL$ASML
$973M
379 positions
#15Pine Ridge Advisers LLCSmart money
Some overlap · 3 shared positions
$ASML$IBIT$BITB
$1.7B
42 positions
#16Consolidated Portfolio Review CorpSmart money
Some overlap · 3 shared positions
$BITB$ASML$IBIT
$1.2B
34 positions
#17Finer Wealth Management, Inc.Active
Some overlap · 3 shared positions
$ASML$IBIT$SCHW
$224M
88 positions
#18Forefront Wealth Partners, LLC
Some overlap · 3 shared positions
$ASML$IBIT$SCHW
$323M
177 positions
#19Palatine Hill Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$BITB$FETH$IBIT
$124M
55 positions
#20UNIQUE WEALTH, LLCActive
Slight overlap · 3 shared positions
$BITB$IBIT$ASML
$858M
201 positions
#21Financial Futures Ltd Liability Co.Active
Slight overlap · 3 shared positions
$IBIT$ASML$MDY
$263M
80 positions
#22VectorGlobal IAG, Inc.
Slight overlap · 3 shared positions
$ASML$SCHW$IBIT
$385M
134 positions
#23KALEIDOSCOPE CAPITAL LPSmart money
Slight overlap · 3 shared positions
$BITB$IBIT$FETH
$271M
16 positions
#24Allen Investment Management, LLCActive
Slight overlap · 3 shared positions
$ASML$SCHW$IBIT
$8.4B
227 positions
#25Rafferty Asset Management, LLCActive
Slight overlap · 3 shared positions
$ASML$ASX$UMC
$43.9B
1,133 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.