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Hedge Funds Similar to Walkner Condon Financial Advisors

13F Portfolio OverlapQ1 2026Walkner Condon Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Walkner Condon Financial Advisors LLC is an institutional investor managing $759M across 322 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 Walkner Condon Financial Advisors are My Portfolio Guide,, Collaborative Wealth Managment, Upper Left Wealth ,, with shared positions in $FCFS, $GLDM, $USB, $FND, $COP, $GMM. The full ranking of 25 similar funds is below.

#1My Portfolio Guide, LLCActive
Notable overlap · 8 shared positions
$FCFS$GLDM$USB$FND$COP$GMM
$181M
166 positions
#2Collaborative Wealth Managment Inc.Passive
Notable overlap · 7 shared positions
$FCFS$GLDM$GMM$HUM$KKR$UNIT
$218M
162 positions
#3Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLDM$AMH$IAU$GMM
$169M
68 positions
#4Nova Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$FCFS$GLDM$IAU
$154M
545 positions
#5Lynx Investment AdvisoryPassive
Some overlap · 7 shared positions
$GLDM$COP$IAU$HUM$SNOW$USB
$209M
181 positions
#6Graetz Wealth LLCPassive
Some overlap · 9 shared positions
$GLDM$USB$HUM$SNOW$UNIT$IAU
$112M
80 positions
#7GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 5 shared positions
$AMH$GLDM$COP$IAU$KKR
$576M
171 positions
#8Etesian Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$FCFS$FLEX$SNOW$KKR
$313M
138 positions
#9American Investment Services, Inc.Active
Some overlap · 6 shared positions
$GLDM$USB$IAU$SNOW$UNIT$GMM
$448M
132 positions
#10RCW Management, LLCPassive
Some overlap · 6 shared positions
$GLDM$COP$IAU$GMM$HUM$KKR
$98M
68 positions
#11Accretive Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$GLDM$IAU$COP$USB$HUM$KKR
$356M
180 positions
#12Darwin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FCFS$FND$KKR
$321M
604 positions
#13Oakmont Advisory Group, LLCPassive
Some overlap · 7 shared positions
$GLDM$USB$FLEX$COP$HUM$SNOW
$98M
119 positions
#14Navalign, LLCPassive
Some overlap · 3 shared positions
$FCFS$FLEX$COP
$396M
127 positions
#15Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 3 shared positions
$FCFS$IAU$GLDM
$132M
80 positions
#16Checchi Capital Advisers, LLCActive
Some overlap · 5 shared positions
$AMH$USB$COP$IAU$UNIT
$2.0B
604 positions
#17FLC Capital AdvisorsPassive
Some overlap · 5 shared positions
$AMH$USB$GLTR$HUM$SNOW
$560M
221 positions
#18Copia Wealth ManagementPassive
Some overlap · 7 shared positions
$GLDM$FND$IAU$USB$SNOW$UNIT
$146M
532 positions
#19NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$GLDM$COP$IAU$GMM$SNOW
$247M
71 positions
#20Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$GLDM$USB$HUM$SNOW$UNIT
$163M
67 positions
#21Fortis Advisors, LLCPassive
Some overlap · 5 shared positions
$GLDM$USB$HUM$SNOW$COP
$200M
119 positions
#22STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$FCFS$GMM$ANET
$113M
82 positions
#23Versant Capital Management, IncPassive
Some overlap · 7 shared positions
$GLDM$USB$FLEX$IAU$SNOW$RL
$1.0B
2,777 positions
#24Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$GLDM$IAU$GMM$HUM$RL$COP
$299M
101 positions
#25Integrity Wealth Solutions LLCPassive
Some overlap · 6 shared positions
$GLDM$IAU$GMM$KKR$UNIT$SNOW
$255M
130 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.