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Hedge Funds Similar to 180 WEALTH ADVISORS

13F Portfolio OverlapQ2 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 Q2 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 Slow, Castle Rock Wealth, Quantum Private Wealth, with shared positions in $CRWD, $GRAL, $ARM, $SNOW, $ILMN, $QCOM. The full ranking of 25 similar funds is below.

#1Slow Capital, Inc.Active
Some overlap · 5 shared positions
$CRWD$GRAL$ARM$SNOW$ILMN
$857M
111 positions
#2Castle Rock Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$ARM$QCOM$AMGN$ETN
$509M
268 positions
#3Quantum Private Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$ARM$SNOW$QCOM
$390M
171 positions
#4Osbon Capital Management LLCPassive
Some overlap · 4 shared positions
$SGOL$CRWD$AMGN$PL
$127M
427 positions
#5Turner Financial Group, Inc.Active
Some overlap · 3 shared positions
$SGOL$CRWD$SIVR
$101M
112 positions
#6Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$CRWD$AXON$SNOW$ETN
$442M
84 positions
#7KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$QCOM$ETN$AMGN$TWLO
$215M
124 positions
#8NZS Capital, LLCActive
Some overlap · 4 shared positions
$CRWD$ARM$AXON$SNOW
$3.9B
61 positions
#9Rheos Capital Works Inc.Active
Some overlap · 4 shared positions
$CRWD$ARM$SNOW$QCOM
$1.8B
82 positions
#10Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$SGOL$SIVR$TWLO
$234M
105 positions
#11MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 5 shared positions
$CRWD$QCOM$AMGN$AXON$ETN
$314M
163 positions
#12MRWM Advisors, LLCActive
Some overlap · 4 shared positions
$SGOL$QCOM$AMGN$ETN
$243M
80 positions
#13Cypress Capital, LLCActive
Some overlap · 4 shared positions
$SGOL$QCOM$AMGN$ETN
$370M
113 positions
#14Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$CRWD$SNOW$QCOM$ETN
$140M
101 positions
#15Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$AXON$SNOW$ILMN$QCOM
$1.0B
83 positions
#16Nemes Rush Group LLCPassive
Some overlap · 4 shared positions
$CRWD$QCOM$NXPI$ETN
$1.2B
954 positions
#17Palacios Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$CRWD$QCOM$AMGN$TWLO
$169M
76 positions
#18AMI ASSET MANAGEMENT CORPActive
Some overlap · 4 shared positions
$CRWD$ARM$AXON$QCOM
$1.7B
99 positions
#19COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$QCOM$AMGN$NXPI$ETN$PNC
$414M
164 positions
#20TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$TWLO$ARM
$117M
54 positions
#21Empirical Asset Management, LLCPassive
Some overlap · 3 shared positions
$SGOL$ARM$QCOM
$444M
448 positions
#22BRANDYWINE MANAGERS, LLCSmart money
Some overlap · 4 shared positions
$CRWD$SNOW$PATH$TWLO
$202M
46 positions
#23SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$ARM$SNOW$QCOM$ETN
$5.3B
737 positions
#24Defiance ETFs, LLCPassive
Some overlap · 4 shared positions
$ARM$SNOW$QCOM$ETN
$7.4B
388 positions
#25Westside Investment Management, Inc.Passive
Some overlap · 4 shared positions
$SNOW$CRWD$QCOM$AMGN
$761M
1,446 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.