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Hedge Funds Similar to Centerline Wealth Advisors

13F Portfolio OverlapQ3 2026Centerline Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Centerline Wealth Advisors, LLC is an institutional investor managing $321M across 82 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Centerline Wealth Advisors are CPA Asset, Farrell Financial, Shah Wealth Advisors, with shared positions in $IAU, $NEE, $PEP, $UPS, $BE, $DIS. The full ranking of 25 similar funds is below.

#1CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$NEE$PEP
$357M
86 positions
#2Farrell Financial LLCActive
Notable overlap · 3 shared positions
$IAU$UPS$PEP
$187M
81 positions
#3Shah Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$BE$PEP
$433M
79 positions
#4LifeWealth Investments, LLCActive
Notable overlap · 3 shared positions
$IAU$DIS$NEE
$360M
139 positions
#5BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$PEP$UPS
$342M
57 positions
#6CAPE ANN SAVINGS BANKActive
Notable overlap · 3 shared positions
$IAU$PEP$NEE
$212M
113 positions
#7Bigelow Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$NEE$DIS$PEP
$281M
154 positions
#8New Capital Management LPSmart money
Notable overlap · 3 shared positions
$PEP$IAU$YUM
$439M
60 positions
#9TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$PEP$DIS
$142M
107 positions
#10Ipsen Advisor Group LLCPassive
Notable overlap · 5 shared positions
$IAU$PEP$UPS$NEE$AAAU
$155M
107 positions
#11FORBES J M & CO LLPActive
Notable overlap · 3 shared positions
$IAU$PEP$NEE
$1.3B
157 positions
#12Signet Investment Advisory Group, Inc.Passive
Notable overlap · 3 shared positions
$IAU$PEP$NEE
$227M
73 positions
#13Ridge Creek Global, IncPassive
Notable overlap · 4 shared positions
$IAU$NEE$DIS$BE
$129M
94 positions
#14Vision Capital Management, Inc.Active
Notable overlap · 4 shared positions
$IAU$UPS$NEE$DIS
$882M
151 positions
#15Wills Financial Group LLCPassive
Notable overlap · 3 shared positions
$IAU$PEP$NEE
$275M
82 positions
#16Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DIS$PEP
$399M
87 positions
#17AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$DIS$PEP
$4.8B
505 positions
#18Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$OMC$IAU$DIS
$183M
77 positions
#19Capital Asset Advisory Services LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$PEP
$2.8B
375 positions
#20JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$NEE$PEP
$593M
122 positions
#21Smith Thornton Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$DIS$NEE
$229M
139 positions
#22American Investment Services, Inc.Active
Some overlap · 3 shared positions
$IAU$NEE$PEP
$473M
133 positions
#23ETF Store, Inc.Active
Some overlap · 3 shared positions
$IAU$NEE$YUM
$122M
109 positions
#24J. R. Prunier Capital Management LLC
Some overlap · 4 shared positions
$IAU$PEP$NEE$DIS
$235M
67 positions
#25Skyline Advisors, Inc.Active
Some overlap · 3 shared positions
$IAU$NEE$PEP
$319M
123 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.