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Hedge Funds Similar to J.W. COLE ADVISORS,

13F Portfolio OverlapQ1 2026J.W. COLE ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

J.W. COLE ADVISORS, INC. is an institutional investor managing $3.0B across 785 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 J.W. COLE ADVISORS, are HF Advisory Group,, Stonebridge Financial Planning Group,, Heritage Wealth ,, with shared positions in $MS, $COP, $WT, $MAR, $T, $AMAT. The full ranking of 25 similar funds is below.

#1HF Advisory Group, LLCPassive
Some overlap · 7 shared positions
$MS$COP$WT$MAR$T$AMAT
$293M
166 positions
#2Stonebridge Financial Planning Group, LLCPassive
Some overlap · 7 shared positions
$MS$JHG$MAR$WT$USB$SHW
$272M
171 positions
#3Heritage Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$MS$REGN$COP$T$VZ$NEE
$202M
157 positions
#4Fortis Group Advisors, LLCPassive
Some overlap · 8 shared positions
$JHG$DIA$WT$T$REGN$USB
$605M
582 positions
#5Atlas Private Wealth AdvisorsPassive
Some overlap · 6 shared positions
$MS$JHG$DIA$DHR$PLTR$WT
$425M
132 positions
#6Endowment Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$MS$JHG$REGN$WT$SHW$PLTR
$226M
165 positions
#7Sentinus, LLCPassive
Some overlap · 6 shared positions
$MS$JHG$COP$WT$MAR$USB
$1.1B
596 positions
#8Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$MS$COP$WT$REGN$USB$DUK
$284M
125 positions
#9PFS Partners, LLCActive
Some overlap · 6 shared positions
$MS$JHG$MAR$T$VZ$GEV
$218M
590 positions
#10Autumn Glory Partners, LLCPassive
Some overlap · 5 shared positions
$MS$JHG$DIA$MAR$VZ
$272M
204 positions
#11Cambridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$MS$DIA$COP$DHR$GEV$USB
$295M
168 positions
#12XML Financial, LLCPassive
Some overlap · 6 shared positions
$MS$REGN$WT$MAR$VZ$USB
$1.2B
421 positions
#13Investment Partners Asset Management, Inc.Passive
Some overlap · 6 shared positions
$MS$REGN$WT$T$VZ$DUK
$162M
163 positions
#14Eldridge Investment Advisors, Inc.Passive
Some overlap · 6 shared positions
$MS$JHG$MAR$DHR$WT$DIA
$456M
154 positions
#15Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$COP$WT$T$NEE$DUK
$123M
111 positions
#16FIFTH THIRD SECURITIES, INC.Passive
Some overlap · 8 shared positions
$MS$COP$MAR$SHW$USB$DHR
$1.5B
341 positions
#17MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$MS$COP$T$VZ$NEE$DUK
$460M
115 positions
#18CALTON & ASSOCIATES, INC.Passive
Some overlap · 8 shared positions
$MS$REGN$COP$WT$USB$SHW
$696M
438 positions
#19Meridian Financial Partners LLCActive
Some overlap · 6 shared positions
$MS$WT$VZ$USB$NEE$DUK
$263M
121 positions
#20Guardian Capital, LLCPassive
Some overlap · 7 shared positions
$MS$DIA$REGN$MAR$GEV$PLTR
$105M
81 positions
#21Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$MS$COP$GEV$USB$NEE$DUK
$552M
93 positions
#22Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$MS$COP$VZ$USB$SHW$DUK
$139M
62 positions
#23Next Level Private LLCPassive
Some overlap · 6 shared positions
$MS$WT$T$GEV$REGN$AMAT
$443M
175 positions
#24DAGCO, INC.Passive
Some overlap · 7 shared positions
$MS$COP$MAR$SHW$NEE$JHG
$461M
353 positions
#25truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$MS$DIA$COP$WT$PLTR
$97M
49 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.