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Hedge Funds Similar to Focused Wealth ,

13F Portfolio OverlapQ1 2026Focused Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Focused Wealth Management, Inc is an institutional investor managing $964M across 228 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 Focused Wealth , are Quaker Wealth ,, Causey Wealth, Berkeley Partners,, with shared positions in $USB, $KKR, $JHG, $MAR, $NTRB, $IBM. The full ranking of 25 similar funds is below.

#1Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$USB$KKR$JHG$MAR
$320M
972 positions
#2Causey Wealth LLCPassive
Notable overlap · 5 shared positions
$USB$KKR$NTRB$IBM$JHG
$236M
81 positions
#3Berkeley Capital Partners, LLCActive
Notable overlap · 5 shared positions
$USB$KKR$BAC$MAR$PFE
$431M
184 positions
#4Piedmont Capital Management, LLCActive
Notable overlap · 5 shared positions
$USB$KKR$IBM$UNH$NTRB
$197M
50 positions
#5Capital Advisors Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$USB$KKR$MAR$CEG
$745M
219 positions
#6SWAN Capital LLCPassive
Notable overlap · 7 shared positions
$USB$KKR$MAR$PFE$GE$GEV
$272M
554 positions
#7LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Notable overlap · 5 shared positions
$USB$KKR$UNH$CEG$IBM
$273M
52 positions
#8Sagace Wealth Management LLCPassive
Notable overlap · 5 shared positions
$USB$KKR$C$IBM$GEV
$149M
70 positions
#9McGlone Suttner Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$USB$KKR$BAC
$755M
189 positions
#10REBALANCE, LLCSmart money
Some overlap · 3 shared positions
$USB$KKR$IBM
$1.7B
101 positions
#11White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$KKR$USB$MAR
$721M
145 positions
#12Lebenthal Global Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$KKR$IBM$BAC$GE
$688M
192 positions
#13Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$JHG$BAC
$1.3B
129 positions
#14Rosenberg Matthew HamiltonActive
Some overlap · 3 shared positions
$USB$KKR$MAR
$488M
799 positions
#15HEADINVEST, LLCPassive
Some overlap · 4 shared positions
$KKR$USB$JHG$KMI
$488M
225 positions
#16Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$USB$KKR$BAC$IBM
$638M
158 positions
#17Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$USB$KKR$NTRB$UNH
$109M
1,311 positions
#18Buska Wealth Management, LLCActive
Some overlap · 3 shared positions
$KKR$USB$UNH
$249M
74 positions
#19Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$USB$MAR$IBM
$153M
344 positions
#20Financial Freedom, LLCPassive
Some overlap · 3 shared positions
$USB$MAR$NTRB
$201M
426 positions
#21Fortune 45 LLCActive
Some overlap · 3 shared positions
$USB$NTRB$GEV
$205M
39 positions
#22PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 3 shared positions
$USB$KKR$MAR
$1.6B
236 positions
#23Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$USB$NTRB$GE$GEV
$160M
82 positions
#24Brucke Financial, Inc.Passive
Some overlap · 4 shared positions
$USB$JHG$C$BAC
$197M
166 positions
#25Essex LLCActive
Some overlap · 5 shared positions
$USB$IBM$PFE$GE$GEV
$566M
175 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.