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Hedge Funds Similar to Urban Wealth ,

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

Urban Wealth Management, LLC is an institutional investor managing $98M across 93 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 Urban Wealth , are WESPAC Advisors SoCal,, Center for Wealth Advisory, Joseph P. Lucia & Associates,, with shared positions in $SHW, $PLTR, $IAU, $C, $GD, $DUK. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive
Notable overlap · 5 shared positions
$SHW$PLTR$IAU$C$GD
$470M
119 positions
#2Center for Wealth Management AdvisoryActive
Notable overlap · 4 shared positions
$SHW$DUK$VZ$GD
$139M
62 positions
#3Joseph P. Lucia & Associates, LLCPassive
Some overlap · 4 shared positions
$SHW$HUM$DHR$VZ
$280M
169 positions
#4Lakeridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$SHW$IAU$HUM$DHR
$233M
169 positions
#5Future Financial Wealth Managment LLCActive
Some overlap · 4 shared positions
$DUK$SHW$HUM$VZ
$155M
128 positions
#6Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SHW$PLTR$GD
$202M
95 positions
#7EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$DUK$CVS$GD$WFC$AMT
$1.4B
56 positions
#8Parker Investment Management, LLCActive
Some overlap · 3 shared positions
$SHW$PLTR$IAU
$659M
40 positions
#9Saudi Central BankPassive
Some overlap · 3 shared positions
$SHW$PLTR$AMT
$4.7B
514 positions
#10Newbridge Financial Services Group, Inc.Passive
Some overlap · 5 shared positions
$SHW$PLTR$DUK$MSTR$DHR
$608M
1,182 positions
#11Mason & Associates IncActive
Some overlap · 3 shared positions
$SHW$PLTR$NOC
$516M
160 positions
#12BCWM, LLCPassive
Some overlap · 5 shared positions
$DUK$NOC$IAU$VZ$SRE
$353M
57 positions
#13Advantage Trust CoActive
Some overlap · 3 shared positions
$SHW$HUM$IAU
$223M
123 positions
#14Wagner Wealth Management, LLCActive
Some overlap · 4 shared positions
$SHW$DUK$VZ$RY
$495M
279 positions
#15WNY Asset Management, LLCPassive
Some overlap · 3 shared positions
$SHW$VZ$HUM
$967M
249 positions
#16Diversified Enterprises, LLCActive
Some overlap · 3 shared positions
$DUK$SHW$HUM
$1.8B
413 positions
#17CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$DUK$CVS$PLTR
$1.3B
118 positions
#18Pachira Investments Inc.Passive
Some overlap · 5 shared positions
$SHW$IAU$PLTR$NOC$SRE
$214M
72 positions
#19MFA WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$SHW$IAU$DUK
$508M
88 positions
#20Western Reserve Capital Management, LLCActive
Some overlap · 3 shared positions
$SHW$NOC$HUM
$122M
50 positions
#21IAM Advisory, LLCActive
Some overlap · 3 shared positions
$SHW$NOC$PLTR
$446M
95 positions
#22Cooper Capital Advisors LLCActive
Some overlap · 3 shared positions
$SHW$PLTR$WFC
$143M
35 positions
#23LifePlan Financial, LLCPassive
Some overlap · 7 shared positions
$CVS$DUK$IAU$VZ$GD$DHR
$135M
83 positions
#24CADINHA & CO LLCActive
Some overlap · 5 shared positions
$DUK$IAU$PLTR$DHR$WFC
$537M
103 positions
#25Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$C$HUM
$654M
318 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.