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Hedge Funds Similar to Resolute Advisors

13F Portfolio OverlapQ1 2026Resolute Advisors portfolio →
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Most similar hedge funds by 13F overlap

Resolute Advisors LLC is an institutional investor managing $242M across 90 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 Resolute Advisors are Compass Advisory Group, Midwestern Financial, /IA, Long Island Wealth ,, with shared positions in $LEN, $MAR, $DOV, $UNIT, $NTRB, $U. The full ranking of 25 similar funds is below.

#1Compass Advisory Group LLCActive
Notable overlap · 3 shared positions
$LEN$MAR$DOV
$374M
86 positions
#2Midwestern Financial, LLC /IAActive
Notable overlap · 4 shared positions
$LEN$MAR$UNIT$DOV
$127M
54 positions
#3Long Island Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$LEN$MAR$DOV
$216M
89 positions
#4Merited Wealth, LLCPassive
Notable overlap · 4 shared positions
$LEN$NTRB$UNIT$DOV
$121M
79 positions
#5SC US (TTGP), LTD.Smart money
Notable overlap · 3 shared positions
$U$FIG$ABNB
$9.2B
18 positions
#6Dominguez Wealth Management Solutions, Inc.Active
Notable overlap · 3 shared positions
$LEN$UNIT$MO
$165M
67 positions
#7STAGE HARBOR FINANCIAL, LLCActive
Some overlap · 3 shared positions
$LEN$UNIT$MAR
$151M
61 positions
#8Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$NTRB$LEN$SHOP$UNIT$PM
$95M
140 positions
#9TFB Advisors LLCPassive
Some overlap · 4 shared positions
$NTRB$RBLX$SHOP$UNIT
$191M
180 positions
#10Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$LEN$NTRB$UNIT
$115M
115 positions
#11Sageworth Trust CoActive
Some overlap · 4 shared positions
$LEN$DOV$UNIT$MAR
$2.3B
172 positions
#12Dentgroup LLC
Some overlap · 3 shared positions
$LEN$MAR$UNIT
$146M
93 positions
#13Investment Insight Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$NTRB$SHOP$UNIT
$93M
36 positions
#14Wheelhouse Advisory Group LLCActive
Some overlap · 4 shared positions
$NTRB$MAR$MO$PM
$302M
51 positions
#15Praetorian Wealth Management, Inc.Active
Some overlap · 3 shared positions
$NTRB$MAR$UNIT
$526M
77 positions
#16McClarren Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$NTRB$MAR$UNIT
$169M
79 positions
#17PlanVest Financial, IncPassive
Some overlap · 3 shared positions
$LEN$MO$PM
$131M
565 positions
#18Center For Asset Management LLCPassive
Some overlap · 4 shared positions
$NTRB$MO$UNIT$KLAC
$201M
144 positions
#19ASSETMARK, INCPassive
Some overlap · 4 shared positions
$NTRB$MO$UNIT$KLAC
$49.0B
3,443 positions
#20Fingerlakes Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$NTRB$MAR$DOV
$151M
97 positions
#21Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$NTRB$MAR$DOV
$160M
106 positions
#22Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$NTRB$LEN$UNIT
$160M
82 positions
#23Premier Path Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$LEN$MAR$SHOP
$767M
398 positions
#24AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$NTRB$MO$UNIT$PM
$206M
97 positions
#25Strategic Investment Advisors / MIPassive
Some overlap · 4 shared positions
$NTRB$MO$UNIT$KLAC
$1.4B
386 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.