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 Phoenix Wealth Advisors

13F Portfolio OverlapQ2 2026Phoenix Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Phoenix Wealth Advisors is an institutional investor managing $297M across 129 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 Phoenix Wealth Advisors are Keyes, Stange & Wooten Wealth, Scissortail Wealth, Winthrop Partners - WNY, with shared positions in $ETN, $MPC, $CB, $CMI, $JCI, $MSI. The full ranking of 25 similar funds is below.

#1Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 14 shared positions

$ETN $MPC $CB $CMI $JCI $MSI

$251M

74 positions

#2Scissortail Wealth Management, LLCPassive

Substantial overlap · 14 shared positions

$ETN $MPC $ADI $CB $JCI $MSI

$520M

106 positions

#3Winthrop Partners - WNY, LLCPassive

Substantial overlap · 14 shared positions

$ETN $ADI $MPC $CB $JCI $MSI

$202M

87 positions

#4Tulsa Wealth Advisors, INCActive

Substantial overlap · 16 shared positions

$ETN $MPC $ADI $MSI $CB $JCI

$710M

166 positions

#5Comprehensive Financial Consultants Institutional, Inc.Passive

Substantial overlap · 14 shared positions

$ETN $ADI $MPC $JCI $CB $UNP

$378M

205 positions

#6HARRELL INVESTMENT PARTNERS, LLCPassive

Substantial overlap · 16 shared positions

$ADI $ETN $MSI $MPC $CMI $JCI

$461M

144 positions

#7Clear Trail Advisors, LLCPassive

Substantial overlap · 14 shared positions

$ETN $MPC $MSI $DRI $ADI $CME

$655M

161 positions

#8CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 15 shared positions

$MPC $ADI $JCI $ETN $CB $UNP

$1.0B

300 positions

#9CrossGen Wealth, LLCPassive

Notable overlap · 8 shared positions

$ETN $MPC $CB $JCI $MSI $UNP

$129M

214 positions

#10TMB Capital Partners, LLCPassive

Notable overlap · 13 shared positions

$ADI $ETN $MSI $MPC $ETR $JCI

$321M

177 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $UNP $CB $CME

$215M

59 positions

#12Banco de Sabadell, S.APassive

Notable overlap · 8 shared positions

$ETN $ADI $NEE $APD $UNP $CME

$170M

61 positions

#13LightSquare Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$ETN $VZ $MPC $JCI $NEE $CB

$145M

104 positions

#14CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ETN $ADI $MSI $WFC $TXN $PEP

$1.3B

99 positions

#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$CMI $UNP $CME $WFC $VZ $ETR

$233M

122 positions

#16Nordwand Advisors, LLCPassive

Notable overlap · 7 shared positions

$ETN $CMI $UNP $APD $SCI $AXP

$652M

146 positions

#17Minot DeBlois Advisors LLCPassive

Notable overlap · 7 shared positions

$ADI $CB $UNP $NEE $VZ $AXP

$116M

240 positions

#18Invera Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$CMI $JCI $ETN $MPC $CB $UNP

$186M

132 positions

#19Nemes Rush Group LLCPassive

Notable overlap · 6 shared positions

$ETN $CB $MSI $CME $JCI $UNP

$1.2B

954 positions

#20Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$CMI $CME $NEE $ETN $VZ $UNP

$239M

126 positions

#21Kesler, Norman & Wride, LLCPassive

Notable overlap · 7 shared positions

$ADI $CB $UNP $NEE $APD $AMGN

$631M

271 positions

#22PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 6 shared positions

$ETN $CMI $UNP $WFC $AXP $TXN

$175M

73 positions

#23Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ETN $ADI $APD $AMGN $PEP

$214M

33 positions

#24BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$ADI $CB $APD $ETN $AMGN $TXN

$346M

113 positions

#25SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$UNP $CME $APD $WFC $VZ $AMGN

$606M

79 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.