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Hedge Funds Similar to Sowell Financial Services

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

Sowell Financial Services LLC is an institutional investor managing $2.7B across 1,123 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 Sowell Financial Services are WESPAC Advisors SoCal,, Ergawealth Advisors,, Castle Rock Wealth ,, with shared positions in $JHG, $SHW, $IAU, $PLTR, $KO, $IBM. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive
Some overlap · 6 shared positions
$JHG$SHW$IAU$PLTR$KO$IBM
$470M
119 positions
#2Ergawealth Advisors, Inc.Smart money
Some overlap · 5 shared positions
$JHG$SHW$IAU$BAC$IBM
$226M
55 positions
#3Castle Rock Wealth Management, LLCPassive
Some overlap · 6 shared positions
$JHG$SHW$PLTR$KO$OKE$IBM
$462M
262 positions
#4Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$JHG$SHW$PLTR$SLV$IBM
$383M
290 positions
#5RiverFront Investment Group, LLCActive
Some overlap · 5 shared positions
$JHG$SHW$PLTR$KO$BAC
$6.5B
384 positions
#6Harbour Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$JHG$SHW$IAU$KO
$133M
89 positions
#7INTEGRITY WEALTH ADVISORS, INC.Active
Some overlap · 5 shared positions
$JHG$SHW$IBM$BAC$SLV
$168M
73 positions
#8Fortis Group Advisors, LLCPassive
Some overlap · 5 shared positions
$JHG$SHW$PLTR$SLV$IBM
$605M
582 positions
#9First Financial Group CorpActive
Some overlap · 4 shared positions
$JHG$SHW$IAU$IBM
$122M
80 positions
#10Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 4 shared positions
$JHG$SHW$PLTR$SLV
$144M
387 positions
#11Pallas Capital Advisors LLCPassive
Some overlap · 4 shared positions
$JHG$SHW$BAC$KO
$2.7B
862 positions
#12Bridgewealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$JHG$IAU$BAC$SLV
$482M
135 positions
#13DAHRING {-} CUSMANO LLCActive
Some overlap · 4 shared positions
$JHG$IAU$PLTR$SLV
$163M
58 positions
#14Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$JHG$IAU$KO$SLV
$477M
70 positions
#15Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$JHG$IAU$SLV$OKE
$143M
104 positions
#16Z3 Capital Partners, LLCPassive
Some overlap · 4 shared positions
$JHG$BAC$PLTR$KO
$395M
187 positions
#17Cadent Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$JHG$IAU$SLV$OKE
$386M
187 positions
#18Kelly Financial Services LLCPassive
Some overlap · 3 shared positions
$JHG$SHW$IAU
$414M
128 positions
#19Core Wealth Partners LLCPassive
Some overlap · 4 shared positions
$JHG$PLTR$KO$IBM
$215M
180 positions
#20Orion Capital Management LLCPassive
Some overlap · 4 shared positions
$JHG$PLTR$BAC$IBM
$290M
485 positions
#21BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 4 shared positions
$JHG$PLTR$OKE$IBM
$209M
103 positions
#22OneAscent Wealth Management LLCActive
Some overlap · 3 shared positions
$JHG$SHW$BAC
$302M
157 positions
#23Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$JHG$IAU$PLTR$SLV
$154M
545 positions
#24Wealth Quarterback LLCPassive
Some overlap · 6 shared positions
$SHW$IAU$KO$SLV$OKE$IBM
$254M
163 positions
#25Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$SHW$PLTR
$157M
103 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.