13F Pro

Hedge Funds Similar to Core Wealth Advisors

13F Portfolio OverlapQ2 2026Core Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Core Wealth Advisors, Inc. is an institutional investor managing $497M across 126 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Core Wealth Advisors are Signet Investment Advisory Group, Ark Wealth Advisors, Stokes Advisors, with shared positions in $NEE, $PEP, $AXP, $LMT, $PNC. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Passive
Slight overlap · 4 shared positions
$NEE$PEP$AXP$LMT
$227M
73 positions
#2Ark Wealth Advisors LLCPassive
Slight overlap · 4 shared positions
$NEE$PEP$AXP$LMT
$113M
87 positions
#3Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$NEE$PEP$AXP$LMT
$467M
118 positions
#4Flavin Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$NEE$PEP$LMT$PNC
$175M
81 positions
#5FourThought Financial Partners, LLCPassive
Slight overlap · 4 shared positions
$NEE$PEP$LMT$PNC
$1.3B
393 positions
#6Granite Group Advisors, LLCActive
Slight overlap · 4 shared positions
$NEE$PEP$LMT$PNC
$169M
84 positions
#7MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$NEE$PEP$LMT$PNC
$1.2B
106 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Slight overlap · 4 shared positions
$NEE$PEP$AXP$LMT
$321M
107 positions
#9Shelter Mutual Insurance CoActive
Slight overlap · 3 shared positions
$NEE$PEP$AXP
$473M
58 positions
#10Strategic Wealth Investment Group, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$AXP
$825M
104 positions
#11Constitution Capital LLCActive
Slight overlap · 3 shared positions
$NEE$PEP$AXP
$195M
62 positions
#12OPUS INVESTMENT MANAGEMENT INCActive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$183M
31 positions
#13Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$239M
126 positions
#14S.E.E.D. Planning Group LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$379M
88 positions
#15OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$329M
323 positions
#16StrongBox Wealth, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$351M
267 positions
#17Welch Group, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$2.9B
326 positions
#18B & T Capital Management DBA Alpha Capital ManagementPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$770M
129 positions
#19WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$1.3B
73 positions
#20Stack Financial Management, IncActive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$1.3B
54 positions
#21FIRST FINANCIAL BANKSHARES INCActive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$5.3B
210 positions
#22Stablepoint Partners, LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$723M
260 positions
#23Cornerstone Financial Management LLCPassive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$125M
1,471 positions
#24M3 Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$154M
35 positions
#25Argo Wealth Advisory, LLCActive
Slight overlap · 3 shared positions
$NEE$PEP$LMT
$181M
50 positions

Compare Core Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Core Wealth Advisors’s holdings

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.