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Hedge Funds Similar to Dynamic Wealth Strategies,

13F Portfolio OverlapQ1 2026Dynamic Wealth Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Dynamic Wealth Strategies, LLC is an institutional investor managing $173M across 288 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 Dynamic Wealth Strategies, are WEBSTERROGERS FINANCIAL ADVISORS,, POWER WEALTH, Family CFO, with shared positions in $VLTO, $USB, $UPST, $SCHW, $ADI, $KLAC. The full ranking of 25 similar funds is below.

#1WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 6 shared positions
$VLTO$USB$UPST$SCHW$ADI$KLAC
$350M
95 positions
#2POWER WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$VLTO$USB$SCHW
$269M
96 positions
#3Family CFO IncActive
Notable overlap · 3 shared positions
$VLTO$USB$SCHW
$223M
41 positions
#4Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$VLTO$USB$UPST
$154M
64 positions
#5Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$VLTO$USB$UPST$LMT
$109M
1,311 positions
#6MATHER GROUP, LLC.Active
Notable overlap · 3 shared positions
$VLTO$USB$SNPS
$10.0B
1,896 positions
#7Whitcomb & Hess, Inc.Active
Notable overlap · 3 shared positions
$VLTO$USB$UPST
$429M
64 positions
#8Intelligence Driven Advisers, LLCActive
Notable overlap · 4 shared positions
$VLTO$GSAT$UPST$GILD
$574M
130 positions
#9Rialto Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$VLTO$USB$SCHW
$445M
1,730 positions
#10Connecticut Capital Management Group, LLCPassive
Notable overlap · 3 shared positions
$VLTO$SNPS$LRCX
$106M
109 positions
#11OneAscent Investment Solutions LLCPassive
Notable overlap · 4 shared positions
$VLTO$UPST$LRCX$KLAC
$100M
128 positions
#12FIRST INTERSTATE BANKActive
Notable overlap · 3 shared positions
$VLTO$USB$HON
$1.8B
187 positions
#13TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 5 shared positions
$VLTO$USB$UPST$SNPS$GILD
$4.8B
1,649 positions
#14FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$USB$VLTO$SCHW
$560M
221 positions
#15Marion Wealth ManagementPassive
Some overlap · 5 shared positions
$USB$VLTO$UPST$SNPS$ADI
$451M
146 positions
#16Oakmont Advisory Group, LLCPassive
Some overlap · 5 shared positions
$USB$VLTO$UPST$GILD$SCHW
$98M
119 positions
#17CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$VLTO$USB$TRV
$1.4B
178 positions
#18Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$USB$VLTO$SCHW
$112M
80 positions
#191834 INVESTMENT ADVISORS COPassive
Some overlap · 4 shared positions
$USB$VLTO$UPST$LMT
$801M
206 positions
#20Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$VLTO$GILD$SCHW$CME
$163M
67 positions
#21Level Financial AdvisorsActive
Some overlap · 4 shared positions
$VLTO$UPST$LRCX$SCHW
$392M
92 positions
#22Worth Asset Management, LLCPassive
Some overlap · 6 shared positions
$VLTO$USB$LMT$LRCX$ADI$KLAC
$268M
182 positions
#23Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$USB$GSAT$UPST$SCHW
$559M
127 positions
#24Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$VLTO$GSAT$SNPS
$145M
98 positions
#25FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$USB$GSAT$SCHW
$456M
346 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.