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Hedge Funds Similar to Advisors Wealth

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

Capital Advisors Wealth Management, LLC is an institutional investor managing $888M across 233 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 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
$1.7B
276 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
$674M
211 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 AdvisorsActive
Some overlap · 4 shared positions
$STT$PWR$PLTR$QCOM
$275M
86 positions
#8Eagle Strategies LLCPassive
Some overlap · 4 shared positions
$CRWD$STT$CEG$IAU
$1.0B
267 positions
#9PW Nova Financial Services LLCPassive
Some overlap · 4 shared positions
$CRWD$PWR$PLTR$MCD
$491M
205 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
$118M
66 positions
#12Realta Investment AdvisorsPassive
Some overlap · 4 shared positions
$CRWD$PLTR$PWR$STT
$342M
362 positions
#13Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$STT$PWR$PLTR
$119M
113 positions
#14Jacobs Equity LLCActive
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
$553M
119 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
$143M
79 positions
#19ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$CRWD$QCOM
$323M
86 positions
#20Foguth Wealth Management, LLC.Active
Some overlap · 5 shared positions
$STT$IAU$MCD$PLTR$CRWD
$986M
227 positions
#21CAP Partners, LLCPassive
Some overlap · 3 shared positions
$STT$CRWD$PLTR
$218M
169 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
$5.7B
668 positions
#25Lionshead Wealth Management, LLCPassive
Some overlap · 4 shared positions
$PWR$PLTR$CRWD$QCOM
$148M
109 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.