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Hedge Funds Similar to Commonwealth Financial Services,

13F Portfolio OverlapQ1 2026Commonwealth Financial Services, portfolio →
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Most similar hedge funds by 13F overlap

Commonwealth Financial Services, LLC is an institutional investor managing $744M across 317 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 Commonwealth Financial Services, are Sound View Wealth Advisors Group,, Live Oak Investment Partners, Gratus Wealth Advisors,, with shared positions in $SSL, $HLT, $MS, $KO, $FCFS, $AEP. The full ranking of 25 similar funds is below.

#1Sound View Wealth Advisors Group, LLCPassive
Some overlap · 4 shared positions
$SSL$HLT$MS$KO
$1.5B
422 positions
#2Live Oak Investment PartnersPassive
Some overlap · 4 shared positions
$FCFS$AEP$MS$KO
$169M
93 positions
#3Gratus Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SSL$HLT$MS$CSX
$691M
138 positions
#4RVW Wealth, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$MS
$1.3B
176 positions
#5MEMBERS WEALTH LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$167M
113 positions
#6Windsor Capital Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$355M
123 positions
#7Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$719M
172 positions
#8EIGHT 31 FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$166M
72 positions
#9Appalachian Capital Management LtdSmart money
Some overlap · 4 shared positions
$FCFS$AGQ$UBCP$UBSI
$125M
45 positions
#10InvesTrustPassive
Some overlap · 3 shared positions
$SSL$HLT$KO
$238M
91 positions
#11THREADGILL FINANCIAL, LLCActive
Some overlap · 3 shared positions
$SSL$HLT$KO
$344M
44 positions
#12WOODMONT INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$SSL$HLT$PFE$KO
$1.6B
263 positions
#13Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$FCFS$MS$FITB
$147M
46 positions
#14Mach-1 Financial Group, LLCPassive
Some overlap · 3 shared positions
$FCFS$MS$FITB
$284M
161 positions
#15Collaborative Wealth Managment Inc.Passive
Some overlap · 3 shared positions
$FCFS$FITB$MS
$218M
162 positions
#16Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 3 shared positions
$SSL$HLT$MS
$257M
109 positions
#17Wagner Wealth Management, CorpPassive
Some overlap · 3 shared positions
$FCFS$FITB$KO
$111M
103 positions
#18Cornerstone Planning, LLCPassive
Some overlap · 3 shared positions
$SSL$HLT$KO
$443M
141 positions
#19Signature Wealth Management GroupPassive
Some overlap · 3 shared positions
$HLT$SSL$PFE
$263M
128 positions
#20Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$FCFS$AGQ$FITB
$367M
146 positions
#21Wilkins Miller Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$KO
$165M
89 positions
#22HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$SSL$HLT$LMT$KO
$351M
81 positions
#23Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$FCFS$AGQ$LMT
$154M
545 positions
#24Probity Advisors, Inc.Passive
Some overlap · 5 shared positions
$HLT$SSL$LMT$MS$AEP
$631M
230 positions
#25Ironwood Financial, llcActive
Some overlap · 4 shared positions
$HLT$SSL$PFE$LMT
$573M
168 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.