13F Pro

Hedge Funds Similar to FOCUS Wealth Advisors,

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

FOCUS Wealth Advisors, LLC is an institutional investor managing $216M across 61 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 FOCUS Wealth Advisors, are J HAGAN ,, StoryOne, Worth Asset ,, with shared positions in $DIA, $CRM, $KKR, $GE, $GEV, $WFC. The full ranking of 25 similar funds is below.

#1J HAGAN CAPITAL, INC.Active
Notable overlap · 4 shared positions
$DIA$CRM$KKR$GE
$185M
83 positions
#2StoryOne LLCActive
Notable overlap · 4 shared positions
$DIA$GEV$GE$WFC
$177M
73 positions
#3Worth Asset Management, LLCPassive
Notable overlap · 3 shared positions
$DIA$CRM$GEV
$268M
182 positions
#4WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DIA$GE$GEV
$172M
56 positions
#5Chung Wu Investment Group, LLCPassive
Notable overlap · 3 shared positions
$DIA$GE$GEV
$116M
259 positions
#6LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 3 shared positions
$SAN$PLTR$CRM
$133M
61 positions
#7MinichMacGregor Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SAN$GE$GEV$PH
$567M
136 positions
#8Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$SAN$GEV$AXP
$386M
187 positions
#9360 Financial, Inc.Active
Some overlap · 3 shared positions
$SAN$KKR$PLTR
$332M
80 positions
#10Pavion Blue Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$GE$WFC$GEV
$230M
108 positions
#11Guardian Asset Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$GEV$SAN
$171M
102 positions
#12Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$SAN$WFC$CRM
$6.7B
103 positions
#13Intrinsic Value Partners, LLCActive
Some overlap · 4 shared positions
$GE$AXP$WFC$GEV
$130M
69 positions
#14HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$GE$SAN$GEV
$162M
59 positions
#15Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$CRM$PLTR
$486M
108 positions
#16Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$KKR$SAN$PLTR
$352M
649 positions
#17Wisconsin Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SAN$CRM$AXP$KKR
$102M
84 positions
#18Optiver Holding B.V.Active
Some overlap · 4 shared positions
$DIA$PLTR$AXP$CRM
$289.5B
2,301 positions
#19RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 4 shared positions
$GE$PLTR$GEV$AXP
$116M
116 positions
#20CADINHA & CO LLCActive
Some overlap · 5 shared positions
$GE$SAN$GEV$PLTR$WFC
$537M
103 positions
#21MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$PLTR$CRM$GE
$2.7B
153 positions
#22TRUSTCO BANK CORP N YPassive
Some overlap · 3 shared positions
$GE$AXP$GEV
$113M
71 positions
#23Wynn Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$WFC$GE$GEV
$195M
107 positions
#24Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$GE$PLTR$GEV$KKR
$107M
57 positions
#25BAXTER BROS INCPassive
Some overlap · 4 shared positions
$AXP$GE$WFC$GEV
$810M
166 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.