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Hedge Funds Similar to Moss Adams Wealth Advisors

13F Portfolio OverlapQ1 2026Moss Adams Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Moss Adams Wealth Advisors LLC is an institutional investor managing $1.4B across 270 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 Moss Adams Wealth Advisors are Portfolio Strategies,, Center for Wealth Advisory, CHILTON INVESTMENT, with shared positions in $SHW, $EPAM, $MS, $UPS, $KO, $IBM. The full ranking of 25 similar funds is below.

#1Portfolio Strategies, Inc.Active
Notable overlap · 3 shared positions
$SHW$EPAM$MS
$811M
75 positions
#2Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$SHW$UPS$MS$KO
$139M
62 positions
#3CHILTON INVESTMENT CO INC.Active
Some overlap · 3 shared positions
$SHW$MS$IBM
$4.3B
280 positions
#4KELLY FINANCIAL GROUP LLCActive
Some overlap · 3 shared positions
$SHW$ASML$KO
$398M
100 positions
#5Plotkin Financial Advisors, LLCActive
Some overlap · 3 shared positions
$SHW$IBM$KO
$199M
100 positions
#6Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$MS$ASML
$516M
160 positions
#7WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$SHW$IBM$MU$KO
$470M
119 positions
#8BLVD Private Wealth, LLCActive
Some overlap · 3 shared positions
$SHW$UPS$ASML
$115M
64 positions
#9Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$MU$KO
$4.7B
514 positions
#10Horizon Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SHW$MS$IBM
$682M
137 positions
#11LexAurum Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$GMM$MS
$771M
400 positions
#12RiverFront Investment Group, LLCActive
Some overlap · 3 shared positions
$SHW$UPS$KO
$6.5B
384 positions
#13MAPLELANE CAPITAL, LLCActive
Some overlap · 3 shared positions
$SHW$ASML$MU
$2.8B
64 positions
#14PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$SHW$IBM$KO
$196M
53 positions
#15Measured Wealth Private Client Group, LLCPassive
Some overlap · 3 shared positions
$SHW$UPS$MS
$366M
726 positions
#16Wealth Quarterback LLCPassive
Some overlap · 4 shared positions
$SHW$ASML$IBM$KO
$254M
163 positions
#17Oasis Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$UPS$KO
$509M
210 positions
#18LYELL WEALTH MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$SHW$MS$ASML
$1.4B
216 positions
#19Delos Wealth Advisors, LLCPassive
Slight overlap · 4 shared positions
$SHW$MS$IBM$KO
$175M
260 positions
#20Perkins Coie Trust CoPassive
Slight overlap · 3 shared positions
$SHW$UPS$IBM
$520M
257 positions
#21Box Hill Private Wealth LLCActive
Slight overlap · 3 shared positions
$SHW$MU$KTOS
$125M
67 positions
#22Vision Capital Management, Inc.Active
Slight overlap · 3 shared positions
$SHW$GMM$UPS
$792M
150 positions
#23MENORA MIVTACHIM HOLDINGS LTD.Active
Slight overlap · 3 shared positions
$SHW$MU$KO
$21.1B
157 positions
#24Post Resch Tallon Group Inc.Passive
Slight overlap · 4 shared positions
$EPAM$GMM$MS$IBM
$124M
120 positions
#25Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$SHW$MS$IBM$KO
$446M
104 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.