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Hedge Funds Similar to Wealth Advisory Solutions,

13F Portfolio OverlapQ1 2026Wealth Advisory Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Wealth Advisory Solutions, LLC is an institutional investor managing $449M across 142 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 Wealth Advisory Solutions, are Greenline Partners,, Barden ,, VIKING GLOBAL INVESTORS, with shared positions in $GLDM, $CB, $LNG, $UBER, $VLO, $COF. The full ranking of 25 similar funds is below.

#1Greenline Partners, LLCActive
Some overlap · 3 shared positions
$GLDM$CB$LNG
$930M
144 positions
#2Barden Capital Management, Inc.Passive
Some overlap · 4 shared positions
$GLDM$UBER$VLO$COF
$117M
58 positions
#3VIKING GLOBAL INVESTORS LPActive
Some overlap · 5 shared positions
$APD$TMUS$CB$SCHW$SE
$35.7B
77 positions
#4SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$ALPS$SCHW
$676M
137 positions
#5Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$CB$UBER$VLO$SCHW
$343M
115 positions
#6Left Brain Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CB$ALPS$UBER
$255M
79 positions
#7Main Street Research LLCActive
Some overlap · 4 shared positions
$GLDM$FICO$ASML$SCHW
$1.7B
148 positions
#8Shira Ridge Wealth ManagementActive
Some overlap · 4 shared positions
$GLDM$SCHW$SE$MRVL
$253M
79 positions
#9Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$APD$UBER$COF$CTVA
$47.8B
191 positions
#10Total Wealth Planning & Management, Inc.Passive
Some overlap · 4 shared positions
$TMUS$ALPS$LNG$SCHW
$135M
201 positions
#11Cardinal Capital Management, Inc.Active
Some overlap · 3 shared positions
$APD$TMUS$UBER
$3.7B
66 positions
#12LWM Advisory Services, LLCPassive
Some overlap · 3 shared positions
$GLDM$LNG$TMUS
$94M
76 positions
#13Investment Research & Advisory Group, Inc.Active
Some overlap · 4 shared positions
$CB$UBER$SCHW$ASML
$286M
279 positions
#14Compass Wealth Management LLCPassive
Some overlap · 3 shared positions
$CB$APD$UBER
$405M
75 positions
#15Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$ALPS$UBER$LNG
$88M
65 positions
#16Argos Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$ALPS$ASML$IR
$348M
202 positions
#17Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$SCHW$ASML
$412M
78 positions
#18SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 3 shared positions
$GLDM$CB$APD
$199M
97 positions
#19CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$CB$APD$VLO
$114M
200 positions
#20Cassaday & Co Wealth Management LLCActive
Some overlap · 4 shared positions
$GLDM$CTVA$SE$SCHW
$4.7B
1,361 positions
#21KENSICO CAPITAL MANAGEMENT CORPSmart money
Some overlap · 4 shared positions
$UBER$LNG$FICO$SE
$4.9B
20 positions
#22TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$UBER$MRVL$COF$SCHW
$200M
110 positions
#23Alaethes Wealth, LLCPassive
Some overlap · 4 shared positions
$CB$LNG$TMUS$ASML
$351M
124 positions
#24Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$GLDM$SCHW$SE
$255M
130 positions
#25Pacer Advisors, Inc.Passive
Some overlap · 3 shared positions
$UBER$TMUS$VLO
$38.8B
2,537 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.