13F Pro

Hedge Funds Similar to Opal Wealth Advisors

13F Portfolio OverlapQ2 2026Opal Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Opal Wealth Advisors, LLC is an institutional investor managing $463M across 224 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 Opal Wealth Advisors are GLOBALT Investments / GA, Moss Adams Wealth Advisors, ERn Financial, with shared positions in $STT, $PM, $STX, $ASML, $AXP, $ALL. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$PM$STX
$3.0B
213 positions
#2Moss Adams Wealth Advisors LLCSmart money
Some overlap · 3 shared positions
$STT$ASML$AXP
$1.6B
307 positions
#3ERn Financial, LLCActive
Some overlap · 3 shared positions
$STT$ASML$PM
$604M
161 positions
#4INVENIO WEALTH PARTNERS LLCActive
Some overlap · 3 shared positions
$STT$PM$STX
$279M
89 positions
#5Estate Counselors, LLCSmart money
Some overlap · 3 shared positions
$STT$ALL$STX
$1.2B
92 positions
#6Brio Consultants, LLCActive
Some overlap · 3 shared positions
$STT$ASML$AXP
$853M
164 positions
#7Adams Wealth ManagementActive
Some overlap · 3 shared positions
$STT$STX$PM
$522M
147 positions
#8Payne Capital Management, LLC
Some overlap · 3 shared positions
$STT$PM$NOW
$375M
88 positions
#9StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$NVS$ASML
$351M
267 positions
#10Centennial Bank/AR/Passive
Some overlap · 4 shared positions
$STT$PM$STX$AXP
$311M
341 positions
#11GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$ICE$PM$ALL$VZ$ASML$NVS
$2.2B
268 positions
#12TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$PM$STX
$686M
151 positions
#13Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$STT$AXP$VZ$ASML
$7.6B
789 positions
#14FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$PM$VZ
$637M
203 positions
#15Independence Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$STT$PM$ICE$NVS
$199M
85 positions
#16NOTTINGHAM ADVISORS, INC.Active
Some overlap · 4 shared positions
$NCDL$PSBD$ICE$VZ
$838M
122 positions
#17Chicago Capital, LLCActive
Some overlap · 4 shared positions
$ICE$STX$NOW$ASML
$4.2B
361 positions
#18ARCADIA INVESTMENT MANAGEMENT CORP/MI
Some overlap · 4 shared positions
$ICE$AXP$NOW$ASML
$584M
366 positions
#19Mill Capital Management, LLCActive
Some overlap · 4 shared positions
$ICE$PM$AXP$ASML
$1.5B
128 positions
#20Arlington Partners LLCActive
Some overlap · 4 shared positions
$PSBD$PM$ASML$NVS
$55M
64 positions
#21Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$STT$PM$NVS
$526M
89 positions
#22PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$STT$PM$NOW
$219M
125 positions
#23Dash Acquisitions Inc.Active
Some overlap · 3 shared positions
$ICE$PM$NOW
$494M
72 positions
#24American Money Management, LLCPassive
Some overlap · 3 shared positions
$ICE$PM$ASML
$700M
174 positions
#25HOWE & RUSLING INCPassive
Some overlap · 3 shared positions
$ICE$PM$ASML
$1.7B
479 positions

Compare Opal Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Opal Wealth Advisors’s holdings

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.