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Hedge Funds Similar to 180 WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026180 WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

180 WEALTH ADVISORS, LLC is an institutional investor managing $997M across 493 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 180 WEALTH ADVISORS, are Anson ,, NOVEM GROUP, Advisors Wealth ,, with shared positions in $SGOL, $SIVR, $USB, $HUM, $KKR, $AMGN. The full ranking of 25 similar funds is below.

#1Anson Capital, Inc.Passive
Some overlap · 5 shared positions
$SGOL$SIVR$USB$HUM$KKR
$146M
90 positions
#2NOVEM GROUPPassive
Some overlap · 6 shared positions
$HUM$KKR$AMGN$USB$PNC$SNOW
$873M
437 positions
#3Capital Advisors Wealth Management, LLCPassive
Some overlap · 5 shared positions
$USB$HUM$KKR$SNOW$CRWD
$745M
219 positions
#4Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SGOL$KKR$HUM$SNOW
$126M
74 positions
#5MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$SGOL$HUM$LRCX$AMGN
$184M
74 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$USB$HUM$KKR$SNOW$SGOL
$721M
145 positions
#7Hofer & Associates. IncActive
Some overlap · 4 shared positions
$USB$HUM$KKR$AMGN
$186M
64 positions
#8WT Wealth ManagementPassive
Some overlap · 4 shared positions
$SGOL$SIVR$USB$SNOW
$336M
138 positions
#9Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$HUM$KKR$AMGN
$287M
188 positions
#10ROMANO BROTHERS AND COMPANYPassive
Some overlap · 5 shared positions
$HUM$KKR$AMGN$LRCX$AMAT
$880M
319 positions
#11Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$HUM$SGOL$USB$KKR$SNOW
$444M
316 positions
#12MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$USB$KKR$AMGN$PNC$AMAT
$1.1B
105 positions
#13McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$USB$HUM$KKR$AMAT
$755M
189 positions
#14Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$USB$HUM$KKR$SNOW
$98M
119 positions
#15Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$USB$HUM$KKR$SNOW
$109M
1,311 positions
#16Silver Coast Investments LLCActive
Some overlap · 5 shared positions
$SIVR$USB$SNOW$LRCX$AMAT
$313M
119 positions
#17Kastel Capital Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$HUM$KKR
$163M
55 positions
#18Capital Advantage, Inc.Active
Some overlap · 5 shared positions
$USB$HUM$TWLO$KKR$AMGN
$765M
145 positions
#19Bay Rivers GroupPassive
Some overlap · 4 shared positions
$USB$HUM$LRCX$AMGN
$240M
109 positions
#20MOSELEY INVESTMENT MANAGEMENT INCPassive
Some overlap · 5 shared positions
$HUM$KKR$AMGN$CRWD$AXON
$314M
163 positions
#2121 West Wealth Management LLCPassive
Some overlap · 4 shared positions
$USB$HUM$KKR$AMAT
$108M
63 positions
#22LaSalle St. Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$SIVR$SGOL$USB$HUM
$710M
411 positions
#23Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$KKR$HUM$AMGN
$197M
50 positions
#24Christensen, King & Associates Investment Services, Inc.Active
Some overlap · 4 shared positions
$USB$HUM$KKR$SNOW
$233M
105 positions
#25Rooted Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$USB$HUM$KKR$AMAT
$379M
144 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.