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Hedge Funds Similar to WT Wealth

13F Portfolio OverlapQ3 2026WT Wealth portfolio →
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Most similar hedge funds by 13F overlap

WT Wealth Management is an institutional investor managing $357M across 145 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WT Wealth are MRWM Advisors, Cypress, Luminist, with shared positions in $SGOL, $SBUX, $SCHW, $LOW, $PPLT, $YMM. The full ranking of 25 similar funds is below.

#1MRWM Advisors, LLCActive
Notable overlap · 4 shared positions
$SGOL$SBUX$SCHW$LOW
$243M
80 positions
#2Cypress Capital, LLCActive
Notable overlap · 4 shared positions
$SGOL$SBUX$SCHW$LOW
$377M
117 positions
#3Luminist Capital LLCActive
Notable overlap · 3 shared positions
$SGOL$PPLT$YMM
$89M
418 positions
#4Stillwater Private Wealth, LLCActive
Notable overlap · 3 shared positions
$SGOL$TJX$LOW
$153M
83 positions
#5New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$SGOL$SIVR$BITB$PPLT
$669M
62 positions
#6Wealth Watch Advisors, INCActive
Notable overlap · 3 shared positions
$SGOL$SIVR$BITB
$309M
142 positions
#7Ethos Financial Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$FDUS$YMM
$1.5B
648 positions
#8Ardmore Road Asset Management LPPassive
Some overlap · 6 shared positions
$LYV$SPOT$EXPE$HOOD$DELL$TMUS
$1.7B
70 positions
#9Turner Financial Group, Inc.Active
Some overlap · 3 shared positions
$SGOL$MAR$SIVR
$101M
112 positions
#10Kurv Investment Management LLCActive
Some overlap · 4 shared positions
$SIVR$RDDT$SPOT$HOOD
$166M
54 positions
#11MOTCOPassive
Some overlap · 6 shared positions
$TJX$WM$SCHW$DELL$LOW$MCK
$1.2B
840 positions
#12BayBridge Capital Group, LLCActive
Some overlap · 5 shared positions
$WM$SCHW$EXPE$TJX$MCK
$190M
97 positions
#13ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$SGOL$WM$DELL
$604M
159 positions
#14TREMBLANT CAPITAL GROUPActive
Some overlap · 4 shared positions
$RDDT$LYV$SPOT$SBUX
$3.5B
58 positions
#15FLOYD FINANCIAL GROUP LLCActive
Some overlap · 4 shared positions
$RDDT$HOOD$SBUX$TJX
$153M
65 positions
#16Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$HOOD$RDDT$SPOT$TJX
$115M
89 positions
#17SANDLER CAPITAL MANAGEMENTPassive
Some overlap · 4 shared positions
$LYV$SBUX$SPOT$MAR
$201M
126 positions
#18Goodman Financial CorpPassive
Some overlap · 4 shared positions
$WM$SBUX$SPOT$SCHW
$647M
73 positions
#19Pine Haven Investment Counsel, IncPassive
Some overlap · 4 shared positions
$SBUX$SCHW$TJX$MAR
$149M
116 positions
#20HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WM$SBUX$SIVR$SGOL
$194M
108 positions
#21AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$WM$SPOT$SCHW$TJX
$1.7B
100 positions
#22Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$WM$TJX$SBUX$SPOT
$412M
181 positions
#23Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$SBUX$TJX$LOW$MCK
$292M
99 positions
#24Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$RDDT$HOOD$TJX$SBUX
$95M
72 positions
#25WorthPointe, LLCActive
Some overlap · 3 shared positions
$SGOL$SCHW$BITB
$399M
124 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.