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Hedge Funds Similar to San Luis Wealth Advisors

13F Portfolio OverlapQ1 2026San Luis Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

San Luis Wealth Advisors LLC is an institutional investor managing $664M across 187 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 San Luis Wealth Advisors are CHRISTINE MESSMER PC, Mustard Seed Financial,, GENESIS PRIVATE WEALTH,, with shared positions in $DDOG, $VZ, $SNOW, $UNIT, $UPS, $BRZE. The full ranking of 25 similar funds is below.

#1CHRISTINE MESSMER PCActive
Notable overlap · 7 shared positions
$DDOG$VZ$SNOW$UNIT$UPS$BRZE
$156M
80 positions
#2Mustard Seed Financial, LLCPassive
Notable overlap · 4 shared positions
$DDOG$SNOW$BRZE$UNIT
$167M
92 positions
#3GENESIS PRIVATE WEALTH, LLCPassive
Notable overlap · 5 shared positions
$DDOG$SNOW$BRZE$HUM$GILD
$318M
182 positions
#4Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$TGT$VZ$PSX$UPS$TFC
$223M
109 positions
#5Verus Financial Partners, Inc.Smart money
Notable overlap · 6 shared positions
$UNIT$SNOW$BRZE$DDOG$DHR$MO
$1.1B
121 positions
#6American Investment Services, Inc.Active
Notable overlap · 5 shared positions
$VZ$UNIT$SNOW$DDOG$UNH
$448M
132 positions
#7Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Notable overlap · 5 shared positions
$UNIT$SNOW$BRZE$HUM$UNH
$111M
63 positions
#8Donalies Financial Planning, LLCActive
Notable overlap · 5 shared positions
$UNIT$BRZE$SNOW$DDOG$HUM
$117M
74 positions
#9SwitchPoint Financial Planning, LLCActive
Notable overlap · 3 shared positions
$DDOG$CDNS$BRZE
$147M
64 positions
#10Altiora Financial Group, LLCActive
Notable overlap · 6 shared positions
$DDOG$SNOW$BRZE$IBIT$UNIT$UNH
$607M
110 positions
#11Wolfstich Capital, LLCActive
Notable overlap · 5 shared positions
$VZ$TGT$PSX$HUM$MO
$114M
45 positions
#12Leeward Financial Partners, LLCPassive
Some overlap · 5 shared positions
$UNIT$SNOW$UNH$HUM$DDOG
$336M
97 positions
#1325 LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$BRZE
$324M
69 positions
#14Brooklyn FI, LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$BRZE
$476M
78 positions
#15Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$UNIT$SNOW$HUM$VZ$GILD$MO
$163M
67 positions
#16EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$TGT$VZ$UPS$TFC
$5.1B
71 positions
#17Verity & Verity, LLCActive
Some overlap · 6 shared positions
$VZ$TGT$PSX$UPS$GILD$MO
$1.3B
138 positions
#18Echo45 Advisors LLCActive
Some overlap · 3 shared positions
$CDNS$UNIT$SNOW
$178M
76 positions
#19Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$DDOG$SNOW$BRZE
$478M
42 positions
#20Zhang Financial LLCActive
Some overlap · 5 shared positions
$UNIT$SNOW$BRZE$IBIT$DHR
$2.9B
367 positions
#21CONQUIS FINANCIAL LLCSmart money
Some overlap · 4 shared positions
$DDOG$SNOW$HUM$BRZE
$121M
54 positions
#22ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$DDOG$UNIT$HUM
$3.5B
338 positions
#23Gleason Group, Inc.Active
Some overlap · 5 shared positions
$DDOG$BRZE$HUM$DHR$GILD
$1.0B
229 positions
#24WealthCollab, LLCPassive
Some overlap · 4 shared positions
$DDOG$SNOW$BRZE$DHR
$243M
977 positions
#25Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UNIT$DDOG$BRZE$DHR$HUM
$473M
582 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.