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Hedge Funds Similar to XXI WEALTH

13F Portfolio OverlapQ3 2026XXI WEALTH portfolio →
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Most similar hedge funds by 13F overlap

XXI WEALTH, LLC is an institutional investor managing $249M across 243 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 XXI WEALTH are TOEWS, Quadrature Ltd, PATTON FUND, with shared positions in $WDC, $STX, $BX, $DELL, $C, $MO. The full ranking of 25 similar funds is below.

#1TOEWS CORP /ADVActive
Some overlap · 6 shared positions
$WDC$STX$BX$DELL$C$MO
$686M
151 positions
#2Quadrature Capital LtdPassive
Some overlap · 5 shared positions
$DELL$CME$STX$WDC$TXN
$11.7B
1,542 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$WDC$DELL$STX$TXN$HWM
$389M
77 positions
#4Asio Capital, LLCActive
Some overlap · 6 shared positions
$DELL$AZN$PH$APH$C$ELV
$816M
131 positions
#5HENDLEY & CO INCActive
Some overlap · 6 shared positions
$PH$AZN$APH$TJX$ABT$HWM
$283M
47 positions
#6ARS Investment Partners, LLCActive
Some overlap · 4 shared positions
$WDC$BX$STX$APH
$2.3B
181 positions
#7ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$WDC$BX$PH$APH$TXN
$409M
182 positions
#8Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$WDC$DELL$STX$APH
$147M
69 positions
#9Night Squared LPPassive
Some overlap · 4 shared positions
$WDC$PH$STX$TXN
$930M
69 positions
#10MWA Asset ManagementPassive
Some overlap · 5 shared positions
$DELL$STX$BX$C$TJX
$221M
129 positions
#11Retireful, LLCPassive
Some overlap · 4 shared positions
$WDC$DELL$STX$TXN
$116M
86 positions
#12Bellwether Advisors, LLCActive
Some overlap · 4 shared positions
$WDC$DELL$STX$ABT
$675M
167 positions
#13STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$WDC$CME$STX$DELL
$417M
213 positions
#14Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$WDC$STX$DELL$C$TXN
$1.0B
204 positions
#15CHAPIN DAVIS, INC.Passive
Some overlap · 4 shared positions
$WDC$DELL$STX$HWM
$520M
258 positions
#16Englebert Financial Advisers, LLCActive
Some overlap · 5 shared positions
$WDC$STX$PH$HWM$ELV
$101M
62 positions
#17Western Financial Corp/CAActive
Some overlap · 5 shared positions
$WDC$STX$APH$TXN$HWM
$300M
136 positions
#18BankChampaign, National AssociationPassive
Some overlap · 4 shared positions
$WDC$DELL$PH$HWM
$120M
202 positions
#19DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Some overlap · 5 shared positions
$PH$STX$AZN$C$TJX
$130.4B
1,077 positions
#20TABR Capital Management, LLCActive
Some overlap · 4 shared positions
$PH$WDC$DELL$HWM
$136M
59 positions
#21GROUPAMA ASSET MANAGMENTActive
Some overlap · 5 shared positions
$PH$AZN$CME$C$TJX
$7.9B
408 positions
#22WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 5 shared positions
$PH$DELL$CME$C$MO
$245M
149 positions
#23BRAUN STACEY ASSOCIATES INCActive
Some overlap · 5 shared positions
$WDC$APH$C$TJX$HWM
$3.5B
114 positions
#24Acumen Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$DELL$PH$APH$C$TJX
$472M
493 positions
#25Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$DELL$OKE$C$TXN$ELV
$160M
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.