13F Pro

Hedge Funds Similar to Powerhouse Assets

13F Portfolio OverlapQ1 2026Powerhouse Assets portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Powerhouse Assets LLC is an institutional investor managing $115M across 55 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 Powerhouse Assets are Advantage,, MAIMON WEALTH LTD., Diversified Portfolios,, with shared positions in $RELX, $UNIT, $MDY, $SCHW, $DOV, $MCD. The full ranking of 25 similar funds is below.

#1Capital Advantage, Inc.Active
Notable overlap · 4 shared positions
$RELX$UNIT$MDY$SCHW
$765M
145 positions
#2MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$RELX$UNIT$DOV$MCD
$114M
77 positions
#3Diversified Portfolios, Inc.Active
Some overlap · 5 shared positions
$RELX$SCHW$UNIT$MDY$NKE
$1.2B
174 positions
#4Foster Group, Inc.Active
Some overlap · 6 shared positions
$RELX$UNIT$NKE$DIA$DOV$MCD
$3.4B
284 positions
#5MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 4 shared positions
$RELX$UNIT$SCHW$MCD
$136M
442 positions
#6OFC FINANCIAL PLANNING, LLCActive
Some overlap · 3 shared positions
$RELX$UNIT$MCD
$102M
56 positions
#7SEMITAM BONAM LLCActive
Some overlap · 3 shared positions
$RELX$UNIT$MDY
$122M
44 positions
#8Sterling Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$NKE$SCHW$MCD
$364M
112 positions
#9PHILLIPS FINANCIAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$UNIT$NKE$SCHW$RELX
$1.4B
283 positions
#10Oath Planning, LLCActive
Some overlap · 5 shared positions
$UNIT$NKE$SCHW$DOV$MCD
$113M
69 positions
#11Wealth Architects, LLCPassive
Some overlap · 4 shared positions
$UNIT$NKE$RELX$DOV
$1.1B
244 positions
#12Family CFO IncActive
Some overlap · 3 shared positions
$UNIT$NKE$SCHW
$223M
41 positions
#13Donalies Financial Planning, LLCActive
Some overlap · 3 shared positions
$UNIT$NKE$SCHW
$117M
74 positions
#14WT Wealth ManagementPassive
Some overlap · 4 shared positions
$RELX$SCHW$SHOP$TJX
$336M
138 positions
#15MONOGRAPH WEALTH ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$UNIT$NKE$SCHW$DIA
$1.1B
144 positions
#16LAM GROUP, INC.Passive
Some overlap · 4 shared positions
$UNIT$NKE$SCHW$MDY
$182M
136 positions
#17Cannon Financial Strategists, Inc.Active
Some overlap · 3 shared positions
$RELX$UNIT$SCHW
$761M
109 positions
#18MARYLAND CAPITAL ADVISORS INC.
Some overlap · 6 shared positions
$NKE$UNIT$SCHW$RELX$SHOP$MDY
$295M
271 positions
#19Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$UNIT$NKE$RELX
$290M
607 positions
#20EXENCIAL WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$UNIT$NKE$SCHW
$3.2B
563 positions
#21Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$UNIT$RELX$SCHW$ACN
$163M
67 positions
#22ELEVATE WEALTH ADVISORY, INCActive
Some overlap · 4 shared positions
$NKE$RELX$SCHW$DOV
$158M
125 positions
#23Able Wealth Management LLCPassive
Some overlap · 3 shared positions
$RELX$SHOP$NKE
$374M
138 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$UNIT$NKE$DOV
$1.1B
121 positions
#25Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 3 shared positions
$UNIT$NKE$DOV
$111M
63 positions

Compare Powerhouse Assets’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Powerhouse Assets’s holdings

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.