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Hedge Funds Similar to Physician Wealth Advisors,

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

Physician Wealth Advisors, Inc. is an institutional investor managing $719M across 2,057 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 Physician Wealth Advisors, are ATX Financial Planning,, STAGE HARBOR FINANCIAL,, Merited Wealth,, with shared positions in $LEN, $MS, $MAR, $AGQ, $SE, $DHR. The full ranking of 25 similar funds is below.

#1ATX Financial Planning, LLCPassive
Notable overlap · 4 shared positions
$LEN$MS$MAR$AGQ
$132M
81 positions
#2STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$LEN$MS$MAR
$151M
61 positions
#3Merited Wealth, LLCPassive
Some overlap · 3 shared positions
$LEN$MS$SE
$121M
79 positions
#4Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$LEN$DHR$GLDM$SE
$115M
115 positions
#5Financial Council, LLCActive
Some overlap · 3 shared positions
$LEN$DHR$MAR
$259M
101 positions
#6Hopwood Financial Services, Inc.Active
Some overlap · 3 shared positions
$LEN$MAR$SCHW
$148M
83 positions
#7Long Island Wealth Management, Inc.Active
Some overlap · 3 shared positions
$LEN$MAR$AGQ
$216M
89 positions
#8Clarendon Private LLCPassive
Some overlap · 4 shared positions
$LEN$MS$SE$WFC
$130M
119 positions
#9Dentgroup LLC
Some overlap · 4 shared positions
$LEN$DHR$MAR$SE
$146M
93 positions
#10Abundance Wealth CounselorsActive
Some overlap · 3 shared positions
$LEN$DHR$MAR
$697M
246 positions
#11TLWMSmart money
Some overlap · 4 shared positions
$LEN$MS$SCHW$DHR
$555M
69 positions
#12Hobbs Wealth Management, LLCActive
Some overlap · 3 shared positions
$LEN$GLDM$SE
$101M
23 positions
#13Winthrop Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$DHR$MS
$1.2B
195 positions
#14Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$LEN$MAR$SCHW
$374M
86 positions
#15Financial Services Advisory IncActive
Some overlap · 3 shared positions
$LEN$SCHW$AGQ
$210M
58 positions
#16Kure Advisory, LLCActive
Some overlap · 3 shared positions
$LEN$SCHW$WFC
$184M
56 positions
#17NBZ Investment Advisors LLCActive
Some overlap · 3 shared positions
$LEN$SCHW$WFC
$229M
73 positions
#18FERGUSON WELLMAN CAPITAL MANAGEMENT, INCPassive
Some overlap · 3 shared positions
$LEN$MS$WFC
$7.3B
406 positions
#19Premier Path Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$MS$MAR
$767M
398 positions
#20CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LEN$GLDM$SE
$107M
50 positions
#21INVESTED ADVISORSPassive
Some overlap · 4 shared positions
$LEN$DHR$SCHW$SE
$99M
138 positions
#22Daviman Financial, LLCPassive
Some overlap · 4 shared positions
$LEN$GLDM$SE$AGQ
$169M
84 positions
#23PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$MS$AGQ
$131M
565 positions
#24Palmer Knight CoPassive
Some overlap · 3 shared positions
$LEN$DHR$MAR
$205M
32 positions
#25EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$LEN$DHR$MS
$29.8B
60 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.