What hedge funds are most similar to B. Riley Wealth Advisors, Inc.?

The funds with the most similar 13F portfolios to B. Riley Wealth Advisors, Inc. are Trifecta Advisors,, AXS Investments, PeakShares, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to B. Riley Wealth Advisors,

13F Portfolio OverlapQ1 2026B. Riley Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

B. Riley Wealth Advisors, Inc. is an institutional investor managing $1.9B across 914 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 B. Riley Wealth Advisors, are Trifecta Advisors,, AXS Investments, PeakShares, with shared positions in $PLTR, $MS, $CRWD, $CRM, $PANW, $UBER. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive

Some overlap · 8 shared positions

$PLTR $MS $CRWD $CRM $PANW $UBER

$646M

274 positions

#2AXS Investments LLCActive

Some overlap · 7 shared positions

$PLTR $AGQ $CRM $PANW $WT $UBER

$248M

189 positions

#3PeakShares LLCPassive

Some overlap · 7 shared positions

$PLTR $CRM $CRWD $PANW $UBER $IBM

$109M

116 positions

#4Prosperity Wealth Management, Inc.

Some overlap · 6 shared positions

$PLTR $AGQ $UBER $SHW $CRWD $IBM

$300M

251 positions

#5Newbridge Financial Services Group, Inc.Passive

Some overlap · 6 shared positions

$PLTR $SHW $CRWD $UBER $GEV $IBM

$608M

1,182 positions

#6Xcel Wealth Management, LLCPassive

Some overlap · 7 shared positions

$PLTR $MS $CRWD $PANW $UBER $GEV

$362M

133 positions

#7Westwood Wealth ManagementActive

Some overlap · 5 shared positions

$PLTR $AGQ $SHW $PANW $UBER

$255M

42 positions

#8Modus Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $CRM $MS $CRWD $PANW $UBER

$363M

117 positions

#9Wisconsin Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRM $SHW $CRWD $PANW

$102M

84 positions

#10Bouvel Investment Partners, LLCPassive

Some overlap · 6 shared positions

$PLTR $MS $CRWD $PANW $ETN $IBM

$345M

78 positions

#11WealthShield Partners, LLCPassive

Some overlap · 7 shared positions

$MS $AGQ $WT $UBER $GEV $CRWD

$898M

609 positions

#12KRS Capital Management, LLCActive

Some overlap · 7 shared positions

$PLTR $CRWD $PANW $GEV $ETN $TJX

$163M

115 positions

#13RED REEF ADVISORS LLCPassive

Some overlap · 6 shared positions

$PLTR $CRM $CRWD $PANW $GEV $ETN

$96M

179 positions

#14Comprehensive Financial Planning, Inc./PAPassive

Some overlap · 5 shared positions

$PLTR $SHW $CRWD $WT $MS

$144M

387 positions

#15IAM Advisory, LLCActive

Some overlap · 6 shared positions

$AGQ $SHW $WT $PLTR $PANW $GEV

$446M

95 positions

#16Castle Rock Wealth Management, LLCPassive

Some overlap · 6 shared positions

$PLTR $SHW $PANW $WT $ETN $IBM

$462M

262 positions

#17Prosperity Financial Group, Inc.Passive

Some overlap · 5 shared positions

$PLTR $AGQ $UBER $ETN $TJX

$271M

186 positions

#18Kessler Investment Group, LLCPassive

Some overlap · 5 shared positions

$PLTR $CRM $CRWD $GEV $IBM

$211M

79 positions

#19Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $SHW $CRWD $PANW $IBM

$160M

124 positions

#20Grant Private Wealth Management IncPassive

Some overlap · 5 shared positions

$PLTR $CRWD $CRM $PANW $UBER

$188M

154 positions

#21Paragon Advisors, LLCActive

Some overlap · 5 shared positions

$AGQ $PLTR $SHW $CRWD $GEV

$371M

76 positions

#22CORNERSTONE ENTERPRISES, LLCActive

Some overlap · 5 shared positions

$PLTR $SHW $CRWD $GEV $IBM

$201M

35 positions

#23CFO CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$PLTR $SHW $PANW $WT $IBM

$121M

104 positions

#24Benchmark Investment Advisors LLCPassive

Some overlap · 5 shared positions

$PLTR $CRWD $PANW $UBER $GEV

$172M

76 positions

#25RHODES INVESTMENT ADVISORS INC /ADVPassive

Some overlap · 5 shared positions

$PLTR $CRWD $PANW $UBER $GEV

$116M

116 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.