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Hedge Funds Similar to Centerline Wealth Advisors,

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

Centerline Wealth Advisors, LLC is an institutional investor managing $319M across 79 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 Centerline Wealth Advisors, are FSM Wealth Advisors,, Aspect Partners,, CURTIS WEALTH, with shared positions in $XYZ, $SE, $SAN, $GEV, $IAU, $KO. The full ranking of 25 similar funds is below.

#1FSM Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$XYZ$SE$SAN$GEV
$778M
317 positions
#2Aspect Partners, LLCPassive
Notable overlap · 3 shared positions
$SE$IAU$KO
$245M
709 positions
#3CURTIS WEALTH MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$SE$DDOG$IAU
$107M
50 positions
#4MMA ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$SE$XYZ$DDOG$GEV
$284M
179 positions
#5Davis Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$SE$IAU$DDOG$GEV
$120M
72 positions
#6Bear Mountain Capital, Inc.Active
Some overlap · 3 shared positions
$SE$DDOG$INTC
$333M
198 positions
#7TSA Wealth Managment LLCPassive
Some overlap · 4 shared positions
$SE$IAU$DDOG$KO
$309M
105 positions
#8STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$SE$IAU$NEE
$143M
30 positions
#9Kinetic Partners Management, LPActive
Some overlap · 4 shared positions
$SE$DDOG$GEV$DIS
$1.8B
49 positions
#10TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$SE$XYZ$GEV$INTC
$22.8B
54 positions
#11Dynasty Wealth Management, LLCActive
Some overlap · 4 shared positions
$XYZ$SE$IAU$SAN
$11.5B
333 positions
#12Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$SE$DDOG$YUM
$422M
98 positions
#13Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$IAU$KO
$120M
84 positions
#14Lifeworks Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$IBM
$779M
297 positions
#15Envision Financial Planning, LLCActive
Some overlap · 3 shared positions
$SE$IAU$NEE
$276M
51 positions
#16SAGESPRING WEALTH PARTNERS, LLCActive
Some overlap · 5 shared positions
$XYZ$SE$IAU$SAN$DDOG
$5.5B
791 positions
#17ForthRight Wealth Management, LLCActive
Some overlap · 4 shared positions
$XYZ$DDOG$IBM$UPS
$353M
75 positions
#18Storen Legacy Partners, LLCPassive
Some overlap · 4 shared positions
$SE$XYZ$IAU$SAN
$319M
102 positions
#19WealthCare Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$SE$SAN
$360M
191 positions
#20SYM FINANCIAL CorpActive
Some overlap · 3 shared positions
$SE$XYZ$GEV
$1.0B
415 positions
#21Interactive Financial AdvisorsActive
Some overlap · 4 shared positions
$SE$SAN$IAU$NEE
$153M
78 positions
#22Shared Vision Wealth Group LLCActive
Some overlap · 3 shared positions
$SE$DDOG$IAU
$245M
95 positions
#23Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$SE$IAU$NEE
$218M
63 positions
#24Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$IAU$SE$DDOG
$337M
117 positions
#25SOL Capital Management COActive
Some overlap · 3 shared positions
$SE$IBM$KO
$206M
52 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.