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Hedge Funds Similar to DROMS STRAUSS ADVISORS /MO/ /ADV

13F Portfolio OverlapQ1 2026DROMS STRAUSS ADVISORS /MO/ /ADV portfolio →
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Most similar hedge funds by 13F overlap

DROMS STRAUSS ADVISORS INC /MO/ /ADV is an institutional investor managing $383M across 77 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DROMS STRAUSS ADVISORS /MO/ /ADV are Cassaday & Wealth, Powell Investment Advisors,, Red Mountain Financial,, with shared positions in $SNOW, $CTVA, $SE, $AGQ, $IBM, $MKL. The full ranking of 25 similar funds is below.

#1Cassaday & Co Wealth Management LLCActive
Notable overlap · 5 shared positions
$SNOW$CTVA$SE$AGQ$IBM
$4.7B
1,361 positions
#2Powell Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$IBM
$290M
174 positions
#3Red Mountain Financial, LLCPassive
Notable overlap · 3 shared positions
$SNOW$CTVA$MKL
$106M
79 positions
#4LWM ADVISORS INCSmart money
Notable overlap · 4 shared positions
$SNOW$CTVA$UNIT$MKL
$115M
31 positions
#5Foundation Wealth Management, LLCSmart money
Notable overlap · 7 shared positions
$SNOW$CTVA$SSL$SE$HLT$PLTR
$148M
44 positions
#6NORTHLAND SECURITIES, INC.Active
Notable overlap · 3 shared positions
$SNOW$AMAT$UNH
$105M
107 positions
#7Windward Private Wealth Management Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$CTVA$SE$UNIT
$289M
44 positions
#8LOWERY THOMAS, LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$AGQ
$175M
55 positions
#9rebel Financial LLCPassive
Notable overlap · 3 shared positions
$SNOW$SE$UNIT
$231M
65 positions
#10Reliant Wealth PlanningActive
Notable overlap · 3 shared positions
$SNOW$SSL$HLT
$331M
51 positions
#11PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$SNOW$AMAT$UNIT
$198M
106 positions
#12Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$SNOW$SE$AGQ
$511M
129 positions
#13Schiavi & Co LLCSmart money
Notable overlap · 4 shared positions
$SNOW$CTVA$MKL$IBM
$337M
50 positions
#14Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$UNH
$398M
88 positions
#15S Harris Financial Group, LLCActive
Notable overlap · 3 shared positions
$SNOW$AMAT$BA
$110M
107 positions
#16Arnold Financial Planning LLCActive
Notable overlap · 3 shared positions
$SNOW$SSL$HLT
$107M
26 positions
#17Zhang Financial LLCActive
Notable overlap · 3 shared positions
$SNOW$CTVA$UNIT
$2.9B
367 positions
#18STEPHENS GROUP ASSET MANAGEMENT, LLCSmart money
Notable overlap · 3 shared positions
$SNOW$CTVA$UNIT
$1.6B
26 positions
#19Fonville Wealth Management LLCPassive
Notable overlap · 4 shared positions
$SNOW$SE$UNIT$PLTR
$525M
138 positions
#20Grey Fox Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$SNOW$CTVA$UNIT$MKL
$518M
140 positions
#21Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 5 shared positions
$SNOW$UNIT$MKL$SE$HLT
$931M
518 positions
#22Strategic Equity ManagementPassive
Notable overlap · 3 shared positions
$SNOW$CTVA$BA
$266M
70 positions
#23IFC & Insurance Marketing, Inc.Active
Notable overlap · 5 shared positions
$SNOW$BA$MKL$UNH$PLTR
$96M
72 positions
#24VAUGHAN & Co SECURITIES, INC.Active
Notable overlap · 3 shared positions
$SNOW$CTVA$IBM
$193M
58 positions
#25Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$SNOW$AMAT$UNIT
$313M
119 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.