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Hedge Funds Similar to Choice Wealth Advisors

13F Portfolio OverlapQ2 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 Q2 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 ARMSTRONG ADVISORY GROUP, Manske Wealth, with shared positions in $STT, $TER, $UPS, $SHEL. The full ranking of 2 similar funds is below.

#1ARMSTRONG ADVISORY GROUP, INCActive
Slight overlap · 3 shared positions
$STT$TER$UPS
$1.6B
985 positions
#2Manske Wealth ManagementPassive
Slight overlap · 3 shared positions
$STT$UPS$SHEL
$403M
226 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.