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Hedge Funds Similar to LexAurum Advisors,

13F Portfolio OverlapQ1 2026LexAurum Advisors, portfolio →
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Most similar hedge funds by 13F overlap

LexAurum Advisors, LLC is an institutional investor managing $866M across 423 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 LexAurum Advisors, are TCP Asset ,, Center for Wealth Advisory, Alpha Advisors, /VA, with shared positions in $SHW, $PHYS, $GMM, $SNOW, $USB, $MS. The full ranking of 25 similar funds is below.

#1TCP Asset Management, LLCActive
Some overlap · 4 shared positions
$SHW$PHYS$GMM$SNOW
$778M
133 positions
#2Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$SHW$USB$MS$UNH
$139M
62 positions
#3Alpha Advisors, LLC/VAActive
Some overlap · 5 shared positions
$PHYS$GMM$NKE$WFC$PGEN
$127M
47 positions
#4MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SHW$USB$AMN$SNOW
$508M
88 positions
#5RiverFront Investment Group, LLCActive
Some overlap · 6 shared positions
$SHW$USB$XYZ$PHYS$BAC$WFC
$6.5B
384 positions
#6Eaton Financial Holdings Company, LLCPassive
Some overlap · 7 shared positions
$PHYS$SNOW$NKE$USB$WFC$BAC
$305M
125 positions
#7Revisor Wealth Management LLCPassive
Some overlap · 5 shared positions
$GMM$USB$SHW$SNOW$WFC
$362M
327 positions
#8Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$SHW$USB$NKE$MS
$112M
97 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$PHYS$MS$AMN$UNH$WFC
$482M
173 positions
#10My Portfolio Guide, LLCActive
Some overlap · 4 shared positions
$GMM$FND$USB$BAC
$181M
166 positions
#11Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$SHW$USB$GMM
$619M
255 positions
#12PCG Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SHW$USB$AMN$FND
$395M
164 positions
#13Trademark Financial Management, LLCPassive
Some overlap · 4 shared positions
$SHW$USB$MS$NKE
$204M
102 positions
#14Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$PHYS$MS$AMN$SNOW
$126M
74 positions
#15SIG BROKERAGE, LPPassive
Some overlap · 4 shared positions
$PHYS$SHW$BAC$UNH
$3.8B
769 positions
#16IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$USB$AMN
$446M
95 positions
#17Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$PHYS$USB$SHW
$192M
70 positions
#18Cambridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$GMM$MS$NKE$USB$AMN
$295M
168 positions
#19MATAURO, LLCActive
Some overlap · 3 shared positions
$PHYS$GMM$UNH
$692M
145 positions
#20Peak Financial Management, Inc.Active
Some overlap · 4 shared positions
$GMM$USB$XYZ$PHYS
$394M
100 positions
#21Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 5 shared positions
$USB$XYZ$NKE$BAC$UNH
$2.8B
87 positions
#22WNY Asset Management, LLCPassive
Some overlap · 3 shared positions
$SHW$MS$SNOW
$967M
249 positions
#23Retirement Management Systems Inc.Active
Some overlap · 3 shared positions
$SHW$MS$SNOW
$415M
51 positions
#24Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$GMM$NKE$AMN$SNOW
$525M
138 positions
#25SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SHW$USB$UNH
$191M
88 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.