13F Pro

Hedge Funds Similar to Benchmark Financial Wealth Advisors,

13F Portfolio OverlapQ1 2026Benchmark Financial Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Benchmark Financial Wealth Advisors, LLC is an institutional investor managing $405M across 147 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 Benchmark Financial Wealth Advisors, are Fermata Advisors,, American Alpha Advisors,, DAVIS SELECTED ADVISERS, with shared positions in $REGN, $TXN, $MKL, $IAU, $TECK, $BMY. The full ranking of 25 similar funds is below.

#1Fermata Advisors, LLCPassive
Notable overlap · 4 shared positions
$REGN$TXN$MKL$IAU
$444M
232 positions
#2American Alpha Advisors, LLCActive
Some overlap · 4 shared positions
$REGN$TECK$BMY$MO
$188M
96 positions
#3DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$TXN$TECK$MKL
$21.8B
112 positions
#4ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$TXN$MKL$BMY$DHR
$229M
75 positions
#5FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$TECK$TXN$BMY$GLW$ASML
$180M
96 positions
#6Smith Partners Wealth Management, LLCPassive
Some overlap · 4 shared positions
$TXN$MKL$GLW$MO
$112M
76 positions
#7Longview Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$REGN$GRWG$KO$BMY
$164M
163 positions
#8GLR Partners, LLCPassive
Some overlap · 3 shared positions
$REGN$MDY$IAU
$183M
100 positions
#9Tandem Investment Partners LLCPassive
Some overlap · 3 shared positions
$REGN$MDY$DHR
$118M
73 positions
#10Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$REGN$TECK$KO
$331M
134 positions
#11Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$TECK$TXN$IAU$KO
$477M
70 positions
#12Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$REGN$TECK$MO$IAU
$426M
229 positions
#13Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$REGN$MKL$FBTC
$146M
90 positions
#14Ballast, Inc.Active
Some overlap · 3 shared positions
$REGN$MKL$TXN
$432M
133 positions
#15CAMBIAR INVESTORS LLCActive
Some overlap · 4 shared positions
$TXN$REGN$BMY$ASML
$2.2B
145 positions
#16Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$REGN$GRWG$GLW
$261M
128 positions
#17Sylvest Advisors, LLCActive
Some overlap · 3 shared positions
$REGN$BMY$MO
$188M
70 positions
#18AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$REGN$MO$MKL$KO
$206M
97 positions
#19Wealthstar Advisors, LLCActive
Some overlap · 4 shared positions
$TXN$GLW$IAU$DHR
$213M
111 positions
#20Post Resch Tallon Group Inc.Passive
Some overlap · 3 shared positions
$REGN$MKL$GLW
$124M
120 positions
#21Commerce Advisors, LLCPassive
Some overlap · 3 shared positions
$REGN$BMY$KO
$119M
122 positions
#22Drucker Wealth 3.0, LLCPassive
Some overlap · 3 shared positions
$REGN$TXN$KO
$573M
266 positions
#23Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$TXN$MKL$IAU$BAC
$403M
71 positions
#24Burns Matteson Capital Management, LLCPassive
Some overlap · 3 shared positions
$REGN$GLW$MO
$273M
190 positions
#25Peak Wealth Management LLCActive
Some overlap · 3 shared positions
$REGN$GLW$BAC
$122M
54 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.