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Hedge Funds Similar to JUNCTURE WEALTH STRATEGIES,

13F Portfolio OverlapQ1 2026JUNCTURE WEALTH STRATEGIES, portfolio →
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Most similar hedge funds by 13F overlap

JUNCTURE WEALTH STRATEGIES, LLC is an institutional investor managing $384M across 179 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 JUNCTURE WEALTH STRATEGIES, are Foundation Wealth , \PA, Hurlow Wealth Group,, Longview Financial Advisors, with shared positions in $USB, $COP, $SNOW, $SCHW, $GILD, $PANW. The full ranking of 25 similar funds is below.

#1Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$COP$SNOW$SCHW
$284M
91 positions
#2Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$SNOW$SCHW
$420M
120 positions
#3Longview Financial Advisors LLCActive
Notable overlap · 4 shared positions
$USB$COP$SNOW$SCHW
$184M
157 positions
#4American Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$COP$SNOW$SCHW
$750M
159 positions
#5Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$COP$SNOW
$149M
70 positions
#6Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SNOW
$1.3B
129 positions
#7KEYSTONE INVESTORS PTE LTD
Notable overlap · 5 shared positions
$USB$GILD$SNOW$PANW$TPR
$1.1B
77 positions
#8KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$COP$GILD$SCHW
$227M
92 positions
#9Cordant, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$SCHW$SNOW
$246M
75 positions
#10PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 3 shared positions
$USB$COP$SCHW
$1.6B
236 positions
#11DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$464M
679 positions
#12CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$363M
102 positions
#13WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$SCHW
$508M
107 positions
#14Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$167M
76 positions
#15Cascade Wealth Advisors, IncActive
Notable overlap · 4 shared positions
$USB$COP$SNOW$PANW
$228M
60 positions
#16Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$USB$COP$PANW
$552M
93 positions
#17David R. Rahn & Associates Inc.Passive
Notable overlap · 3 shared positions
$USB$YMM$LKFT
$354M
122 positions
#18MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 4 shared positions
$GILD$USB$COP$RIO
$115M
98 positions
#19Grand Central Investment GroupActive
Notable overlap · 4 shared positions
$USB$GILD$COP$LKFT
$135M
44 positions
#20Pacific Capital Wealth Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$USB$COP$SNOW$SCHW
$595M
87 positions
#21Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SNOW
$284M
125 positions
#22BlueSky Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SCHW
$777M
115 positions
#23DAVIS SELECTED ADVISERSActive
Notable overlap · 5 shared positions
$USB$COP$YMM$FITB$PNC
$21.8B
112 positions
#24Avant Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$SNOW
$142M
65 positions
#25Luminvest Wealth Management LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$SCHW
$382M
55 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.