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Hedge Funds Similar to Investment Advisory Services,

13F Portfolio OverlapQ1 2026Investment Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

Capital Investment Advisory Services, LLC is an institutional investor managing $1.4B across 1,206 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 Investment Advisory Services, are Nova Wealth ,, Centurion Wealth, Lionshead Wealth ,, with shared positions in $FCFS, $WT, $AGQ, $AMD, $TMO, $KKR. The full ranking of 25 similar funds is below.

#1Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$FCFS$WT$AGQ$AMD
$154M
545 positions
#2Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$WT$TMO$AGQ$KKR$SE
$444M
316 positions
#3Lionshead Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WT$UPST$TMO$AMD$PFE
$136M
108 positions
#4Gaddis Premier Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$FCFS$WT$TMO
$136M
85 positions
#5Cypress Capital, LLCActive
Some overlap · 4 shared positions
$WT$UPST$AGQ$LOW
$351M
95 positions
#6Golden State Equity PartnersPassive
Some overlap · 5 shared positions
$WT$AGQ$UPST$SE$AMD
$1.3B
2,078 positions
#7Triumph Capital ManagementPassive
Some overlap · 5 shared positions
$FCFS$TMO$LEN$PFE$AMD
$491M
1,838 positions
#8United Advisor Group, LLCPassive
Some overlap · 4 shared positions
$WT$DUK$AGQ$AMD
$811M
508 positions
#9Unison Advisors LLCActive
Some overlap · 5 shared positions
$WT$UPST$AMD$KKR$LEN
$1.3B
175 positions
#10Trilogy Capital Inc.Passive
Some overlap · 4 shared positions
$FCFS$WT$SE$DUK
$2.3B
390 positions
#11HBW Advisory Services LLCPassive
Some overlap · 4 shared positions
$FCFS$WT$TMO$KKR
$949M
444 positions
#12Goldstone Financial Group, LLCPassive
Some overlap · 4 shared positions
$WT$AGQ$FCFS$KKR
$922M
228 positions
#13Midway Capital Research & ManagementPassive
Some overlap · 3 shared positions
$FCFS$WT$PFE
$106M
117 positions
#14Etesian Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$FCFS$WT$KKR
$313M
138 positions
#15Collaborative Wealth Managment Inc.Passive
Some overlap · 3 shared positions
$FCFS$WT$KKR
$218M
162 positions
#16Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$FCFS$WT$AGQ
$132M
80 positions
#17BDFS Capital LLCActive
Some overlap · 3 shared positions
$WT$FCFS$UPST
$208M
137 positions
#18AXS Investments LLCActive
Some overlap · 4 shared positions
$AGQ$WT$UPST$AMD
$248M
189 positions
#19Csenge Advisory GroupPassive
Some overlap · 4 shared positions
$FCFS$WT$DUK$LOW
$2.2B
747 positions
#20RiverTree Advisors, LLCPassive
Some overlap · 3 shared positions
$FCFS$TMO$LEN
$158M
60 positions
#21Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$WT$UPST$AGQ
$950M
192 positions
#22Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$FCFS$WT$LEN
$198M
412 positions
#23Tactive Advisors, LLCPassive
Some overlap · 3 shared positions
$FCFS$AGQ$AMD
$355M
268 positions
#24Prasad Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$FCFS$AGQ$LEN
$367M
146 positions
#25First Heartland Consultants, Inc.Passive
Some overlap · 3 shared positions
$FCFS$DUK$WT
$1.3B
523 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.