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Hedge Funds Similar to Lineweaver Wealth Advisors,

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

Lineweaver Wealth Advisors, LLC is an institutional investor managing $845M across 182 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 Lineweaver Wealth Advisors, are Stratos Investment ,, Annex Advisory Services,, RS CRUM, with shared positions in $ALPS, $MS, $C, $DELL, $BAC, $AMGN. The full ranking of 25 similar funds is below.

#1Stratos Investment Management, LLCPassive
Notable overlap · 6 shared positions
$ALPS$MS$C$DELL$BAC$AMGN
$2.5B
371 positions
#2Annex Advisory Services, LLCActive
Notable overlap · 4 shared positions
$ALPS$MS$NEE$BAC
$5.3B
375 positions
#3RS CRUM INC.Active
Notable overlap · 3 shared positions
$ALPS$SNOW$AMGN
$517M
102 positions
#4Beckerman Institutional, LLCPassive
Notable overlap · 5 shared positions
$SNOW$MS$SAN$IAU$BAC
$188M
121 positions
#5Riverbend Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$ALPS$MS$DELL$IAU$C$BAC
$175M
152 positions
#6Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$ALPS$NEE$MCD
$286M
80 positions
#7MBA Advisors LLCPassive
Some overlap · 5 shared positions
$SNOW$IAU$ALPS$MCD$AMGN
$260M
146 positions
#8Systelligence, LLCPassive
Some overlap · 4 shared positions
$SNOW$MS$IAU$SAN
$514M
56 positions
#9Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$MCD$AMGN$DUK
$353M
78 positions
#10Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SNOW$MS$MCD$AMGN$DUK
$272M
95 positions
#11Naviter Wealth, LLCPassive
Some overlap · 3 shared positions
$ALPS$SAN$C
$801M
271 positions
#12SHUFRO ROSE & CO LLCActive
Some overlap · 3 shared positions
$ALPS$JCI$AMGN
$1.5B
307 positions
#13MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SNOW$IAU$SAN$DUK
$508M
88 positions
#14Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$SNOW$IAU$MS
$126M
74 positions
#15Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$IAU$NEE$BAC
$607M
110 positions
#16Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$SNOW$IAU$JCI$MCD$NEE
$420M
120 positions
#17BARD ASSOCIATES INCPassive
Some overlap · 3 shared positions
$SNOW$ALPS$NEE
$398M
292 positions
#18Hilton Capital Management, LLCActive
Some overlap · 5 shared positions
$SNOW$ALPS$MCD$BAC$AMGN
$1.3B
129 positions
#19ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$SNOW$ALPS$DHR
$353M
75 positions
#20Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$IAU$C$JCI$NEE
$149M
70 positions
#21Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$SNOW$IAU$MCD$NEE
$190M
82 positions
#22Maltin Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$SNOW$IAU$ALPS$BAC
$262M
136 positions
#23FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$SNOW$IAU$NEE$MCD
$754M
345 positions
#24Carl P. Sherr & Co., LLCPassive
Some overlap · 5 shared positions
$SNOW$MCD$DHR$NEE$AMGN
$213M
124 positions
#25American TrustActive
Some overlap · 4 shared positions
$SNOW$MS$CTAS$NEE
$1.1B
313 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.