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Hedge Funds Similar to LexAurum Advisors

13F Portfolio OverlapQ3 2026LexAurum Advisors portfolio →
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Most similar hedge funds by 13F overlap

LexAurum Advisors, LLC is an institutional investor managing $893M across 424 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LexAurum Advisors are PBCay One RSC Ltd, Spear RSC Ltd, MATRIX PRIVATE GROUP, with shared positions in $SHW, $IBIT, $SPCX, $PHYS, $WFC, $BX. The full ranking of 25 similar funds is below.

#1PBCay One RSC LtdActive
Some overlap · 3 shared positions
$SHW$IBIT$SPCX
$1.7B
19 positions
#2Spear Holdings RSC LtdActive
Some overlap · 3 shared positions
$SHW$IBIT$SPCX
$1.7B
18 positions
#3MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 5 shared positions
$PHYS$WFC$IBIT$BX$STT
$230M
143 positions
#4Independent Family Office, LLCActive
Some overlap · 4 shared positions
$SHW$PHYS$IBIT$TMUS
$249M
85 positions
#5MATAURO, LLCActive
Some overlap · 3 shared positions
$PHYS$STT$IBIT
$756M
158 positions
#6Phraction Management LLCActive
Some overlap · 3 shared positions
$PHYS$WFC$IBIT
$545M
67 positions
#7Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$PHYS$COIN$IBIT
$202M
184 positions
#8Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PHYS$COIN$IBIT
$248M
77 positions
#9Walsky Investment Management, Inc.Passive
Slight overlap · 3 shared positions
$SHW$STT$WFC
$108M
52 positions
#10WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$PHYS$STT$IBIT
$911M
99 positions
#11Alpha Advisors, LLC/VAActive
Slight overlap · 3 shared positions
$PHYS$WFC$PGEN
$137M
50 positions
#12Hurley Capital, LLCPassive
Slight overlap · 3 shared positions
$PHYS$IBIT$BX
$193M
678 positions
#13Palumbo Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PHYS$IBIT$BX
$478M
237 positions
#14STABLEFORD CAPITAL II LLCPassive
Slight overlap · 3 shared positions
$SHW$WFC$TMUS
$288M
144 positions
#15FIRST NATIONAL BANK SIOUX FALLSActive
Slight overlap · 3 shared positions
$SHW$WFC$BX
$328M
153 positions
#16Kagan Cocozza Asset ManagementActive
Slight overlap · 3 shared positions
$STT$WFC$IBIT
$162M
66 positions
#1710Elms LLPActive
Slight overlap · 3 shared positions
$STT$WFC$BX
$236M
526 positions
#18CAP Partners, LLCPassive
Slight overlap · 3 shared positions
$STT$COIN$IBIT
$218M
169 positions
#19ELEMENT POINTE ADVISORS, LLCSmart money
Slight overlap · 4 shared positions
$STT$IBIT$BX$COIN
$709M
91 positions
#20Pacific Excel Wealth Advisors, Inc.Passive
Slight overlap · 3 shared positions
$WFC$STT$IBIT
$258M
228 positions
#21Heritage Family Offices, LLPPassive
Slight overlap · 3 shared positions
$WFC$STT$IBIT
$259M
233 positions
#22Talon Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$STT$WFC$TMUS
$1.7B
462 positions
#23Horizon Wealth Management, LLCActive
Slight overlap · 3 shared positions
$STT$COIN$SPCX
$785M
148 positions
#24BAXTER BROS INCPassive
Slight overlap · 3 shared positions
$WFC$SHW$BX
$864M
172 positions
#25Financial Enhancement Group LLCPassive
Slight overlap · 4 shared positions
$STT$IBIT$BX$PHYS
$871M
139 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.