What hedge funds are most similar to Capital Advisors Wealth Management, LLC?

The funds with the most similar 13F portfolios to Capital Advisors Wealth Management, LLC are SWAN, Enclave Advisors, Graetz Wealth, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Advisors Wealth ,

13F Portfolio OverlapQ1 2026Advisors Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Capital Advisors Wealth Management, LLC is an institutional investor managing $745M across 219 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 Advisors Wealth , are SWAN, Enclave Advisors, Graetz Wealth, with shared positions in $HUM, $USB, $MAR, $KKR, $SCHW, $UNIT. The full ranking of 25 similar funds is below.

#1SWAN Capital LLCPassive

Notable overlap · 7 shared positions

$HUM $USB $MAR $KKR $SCHW $UNIT

$272M

554 positions

#2Enclave Advisors LLCActive

Notable overlap · 7 shared positions

$HUM $SNOW $MAR $PLTR $ALPS $DDOG

$729M

132 positions

#3Graetz Wealth LLCPassive

Notable overlap · 8 shared positions

$USB $SNOW $HUM $SCHW $UNIT $DDOG

$112M

80 positions

#4Financial Futures Ltd Liability Co.Active

Notable overlap · 8 shared positions

$USB $SNOW $AMN $DDOG $SCHW $IAU

$228M

72 positions

#5Wheelhouse Advisory Group LLCActive

Notable overlap · 7 shared positions

$HUM $MAR $AMN $SNOW $DDOG $KKR

$302M

51 positions

#6Hurlow Wealth Management Group, Inc.Active

Notable overlap · 7 shared positions

$USB $SNOW $HUM $DDOG $SCHW $IAU

$420M

120 positions

#7HANOVER ADVISORS INCActive

Notable overlap · 7 shared positions

$HUM $SNOW $KKR $MAR $DDOG $SCHW

$246M

118 positions

#8Cornerstone Financial Management LLCPassive

Notable overlap · 6 shared positions

$HUM $USB $SNOW $KKR $DDOG $UNIT

$109M

1,311 positions

#9Ballast Financial Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $USB $AMN $KKR $UNIT $IAU

$98M

68 positions

#10WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$HUM $USB $DDOG $SCHW $SNOW $PSX

$350M

95 positions

#11American Financial Advisors, LLCActive

Notable overlap · 5 shared positions

$HUM $USB $SNOW $UNIT $SCHW

$750M

159 positions

#12PLANNING DIRECTIONS INCActive

Notable overlap · 6 shared positions

$HUM $SNOW $USB $CEG $UNIT $DDOG

$198M

106 positions

#13Ariston Services GroupActive

Notable overlap · 6 shared positions

$HUM $KKR $SNOW $SCHW $DDOG $IAU

$167M

71 positions

#14Vermillion Wealth Management, Inc.Passive

Notable overlap · 6 shared positions

$HUM $MAR $KKR $DDOG $SCHW $USB

$255M

1,563 positions

#15Sagace Wealth Management LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $KKR $UNIT $IAU

$149M

70 positions

#16CONQUIS FINANCIAL LLCSmart money

Notable overlap · 3 shared positions

$HUM $SNOW $DDOG

$121M

54 positions

#17Leo H. Evart, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $HUM $MAR $KKR $UNIT

$117M

298 positions

#1821 West Wealth Management LLCPassive

Notable overlap · 4 shared positions

$USB $HUM $KKR $SCHW

$108M

63 positions

#19FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 8 shared positions

$HUM $KKR $AMN $UNIT $IAU $SCHW

$176M

104 positions

#20Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $UNIT

$194M

54 positions

#21Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$USB $SNOW $HUM $SCHW $UNIT

$163M

67 positions

#22White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$MAR $USB $KKR $HUM $SCHW $SNOW

$721M

145 positions

#23Family CFO IncActive

Notable overlap · 4 shared positions

$HUM $USB $SCHW $UNIT

$223M

41 positions

#24Rosenberg Matthew HamiltonActive

Notable overlap · 5 shared positions

$USB $SNOW $KKR $PSX $MAR

$488M

799 positions

#25Cascade Wealth Advisors, IncActive

Notable overlap · 5 shared positions

$USB $HUM $DDOG $KKR $SNOW

$228M

60 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.