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Hedge Funds Similar to Choice Wealth Advisors,

13F Portfolio OverlapQ1 2026Choice Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Choice Wealth Advisors, LLC is an institutional investor managing $285M across 35 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 Choice Wealth Advisors, are Nvest Wealth Strategies,, Lunt ,, SYM FINANCIAL, with shared positions in $WT, $GE, $GEV, $FND, $SHEL, $TER. The full ranking of 25 similar funds is below.

#1Nvest Wealth Strategies, Inc.Active
Substantial overlap · 3 shared positions
$WT$GE$GEV
$143M
395 positions
#2Lunt Capital Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$FND$SHEL
$260M
97 positions
#3SYM FINANCIAL CorpActive
Notable overlap · 3 shared positions
$WT$GE$GEV
$1.0B
415 positions
#4WIN ADVISORS, INCPassive
Notable overlap · 4 shared positions
$WT$FND$TER$GEV
$219M
78 positions
#5ESL Trust Services, LLCSmart money
Notable overlap · 4 shared positions
$WT$GE$SHEL$GEV
$524M
258 positions
#6Garrett Wealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$WT$SHEL$GEV
$562M
134 positions
#7Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$GE$GEV
$150M
134 positions
#8HC Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$GE$GEV
$149M
60 positions
#9WADDELL & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$WT$GE$GEV
$1.8B
451 positions
#10First Financial Group CorpActive
Some overlap · 3 shared positions
$WT$GE$GEV
$122M
80 positions
#11MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$WT$GE$GEV
$507M
67 positions
#12Vigilare Wealth ManagementActive
Some overlap · 3 shared positions
$WT$GE$GEV
$296M
109 positions
#13Headland Capital, LLCActive
Some overlap · 3 shared positions
$WT$GEV$FND
$355M
61 positions
#14Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$FND$UPS
$146M
532 positions
#15Grove Street Fiduciary, LLCActive
Some overlap · 3 shared positions
$WT$GE$GEV
$227M
74 positions
#16NewSquare Capital LLCPassive
Some overlap · 3 shared positions
$WT$FND$TER
$1.2B
211 positions
#17Addison Advisors LLCPassive
Some overlap · 3 shared positions
$WT$GE$GEV
$452M
980 positions
#18AIFG Consultants Ltd.
Some overlap · 3 shared positions
$WT$GE$GEV
$58M
54 positions
#19Wingate Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$GE$GEV
$187M
121 positions
#20Parisi Gray Wealth ManagementPassive
Some overlap · 3 shared positions
$WT$GE$GEV
$420M
137 positions
#21CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$WT$GE$GEV
$241M
70 positions
#22Breachway Investments LLCActive
Some overlap · 3 shared positions
$WT$GE$GEV
$104M
96 positions
#23RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$WT$GE$GEV
$265M
62 positions
#24Summit Place Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$WT$GE$GEV
$208M
106 positions
#25Financial Enhancement Group LLCPassive
Slight overlap · 3 shared positions
$FND$WT$GEV
$807M
135 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.