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Hedge Funds Similar to Advisors Wealth

13F Portfolio OverlapQ2 2026Advisors Wealth portfolio →
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Most similar hedge funds by 13F overlap

Capital Advisors Wealth Management, LLC is an institutional investor managing $851M across 231 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Advisors Wealth are AlphaStar, Stonebridge Financial Group, True Vision MN, with shared positions in $CRWD, $STT, $PLTR, $SOFI, $PWR, $CEG. The full ranking of 25 similar funds is below.

#1AlphaStar Capital Management, LLCActive
Some overlap · 5 shared positions
$CRWD$STT$PLTR$SOFI$PWR
$1.6B
280 positions
#2Stonebridge Financial Group, LLC/CAPassive
Some overlap · 5 shared positions
$STT$PWR$CRWD$CEG$PLTR
$722M
310 positions
#3True Vision MN LLC
Some overlap · 4 shared positions
$STT$CRWD$PLTR$IAU
$194M
98 positions
#4SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$CRWD$PWR$PLTR$PSX$QCOM
$680M
212 positions
#5Compass Wealth Management, LLC/GAActive
Some overlap · 4 shared positions
$STT$CRWD$PLTR$IAU
$251M
74 positions
#6Convergence Financial, LLCPassive
Some overlap · 4 shared positions
$STT$CRWD$SOFI$PLTR
$1.3B
272 positions
#7Clarus Wealth AdvisorsPassive
Some overlap · 4 shared positions
$STT$PWR$PLTR$QCOM
$260M
86 positions
#8Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$CRWD$STT$CEG$IAU
$1.0B
273 positions
#9PW Nova Financial Services LLCPassive
Some overlap · 4 shared positions
$CRWD$PWR$PLTR$MCD
$466M
208 positions
#10Cunning Capital Partners, LPActive
Some overlap · 4 shared positions
$CRWD$PWR$CEG$PLTR
$248M
55 positions
#11Fortress Financial Solutions, LLC
Some overlap · 3 shared positions
$STT$CRWD$PLTR
$96M
56 positions
#12Realta Investment AdvisorsPassive
Some overlap · 4 shared positions
$CRWD$PLTR$PWR$STT
$322M
378 positions
#13Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$STT$PWR$PLTR
$119M
113 positions
#14Jacobs Equity LLCPassive
Some overlap · 4 shared positions
$STT$FNF$PSX$QCOM
$145M
121 positions
#15WESPAC Advisors SoCal, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$CEG$IAU
$560M
122 positions
#16Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$IAU$RKLB
$819M
339 positions
#17LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$STT$CEG$IAU$QCOM
$248M
91 positions
#18SACKS & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$QCOM
$148M
80 positions
#19ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$CRWD$QCOM
$297M
84 positions
#20Foguth Wealth Management, LLC.Active
Some overlap · 5 shared positions
$STT$IAU$MCD$PLTR$CRWD
$879M
213 positions
#21CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$PLTR
$204M
155 positions
#22Owen LaRue, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$CEG$RKLB
$288M
141 positions
#23Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$IAU$MCD
$405M
118 positions
#24SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$STT$PWR$CRWD$RKLB
$5.6B
669 positions
#25Lionshead Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PWR$PLTR$CRWD$QCOM
$154M
112 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.