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Hedge Funds Similar to Navis Wealth Advisors,

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

Navis Wealth Advisors, LLC is an institutional investor managing $196M across 175 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 Navis Wealth Advisors, are Camarda Financial Advisors,, McKinney ,, Bensler,, with shared positions in $OKE, $KLAC, $AGQ, $FDX, $PDI, $AXP. The full ranking of 25 similar funds is below.

#1Camarda Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$KLAC$AGQ
$190M
104 positions
#2McKinney Capital Management, LLCActive
Some overlap · 3 shared positions
$KLAC$OKE$FDX
$116M
46 positions
#3Bensler, LLCPassive
Some overlap · 4 shared positions
$KLAC$PDI$AXP$MU
$969M
194 positions
#4Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$AGQ$GSAT$WT$HUM$SNOW
$444M
316 positions
#5Connective Capital Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$AGQ$SNOW
$121M
66 positions
#6BOS Asset Management, LLCPassive
Some overlap · 5 shared positions
$OKE$HUM$MU$KLAC$GSAT
$392M
200 positions
#7Main Street Group, LTDActive
Some overlap · 3 shared positions
$OKE$AGQ$SNOW
$340M
865 positions
#8Curran Financial Partners, LLCActive
Some overlap · 5 shared positions
$OKE$GSAT$WT$HUM$ARKO
$559M
127 positions
#91 NORTH WEALTH SERVICES LLCPassive
Some overlap · 3 shared positions
$OKE$GSAT$WT
$277M
270 positions
#10AFG FIDUCIARY SERVICES LIMITED PARTNERSHIPActive
Some overlap · 3 shared positions
$OKE$AGQ$WT
$171M
92 positions
#11Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$KLAC$AXP$MU
$2.4B
291 positions
#12Vickerman Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$OKE$FDX$SNOW$NKE
$476M
94 positions
#13DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$OKE$KLAC$NKE
$501M
138 positions
#14Bulwark Capital CorpActive
Some overlap · 4 shared positions
$OKE$WT$HUM$SNOW
$162M
100 positions
#15UHLMANN PRICE SECURITIES, LLCSmart money
Some overlap · 3 shared positions
$KLAC$WT$AXP
$1.5B
254 positions
#16Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$OKE$NKE$WT$SNOW$HUM
$188M
121 positions
#17Kraft, Davis & Associates, LLCPassive
Some overlap · 5 shared positions
$AGQ$NKE$WT$HUM$KLAC
$469M
151 positions
#18IAG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$WT$HUM
$896M
509 positions
#19Anson Capital, Inc.Passive
Some overlap · 5 shared positions
$AGQ$GSAT$WT$HUM$NKE
$146M
90 positions
#20BYRNE FINANCIAL FREEDOM, LLCPassive
Some overlap · 5 shared positions
$OKE$GSAT$MU$ARKO$WT
$209M
103 positions
#21Embree Financial GroupPassive
Some overlap · 3 shared positions
$OKE$NKE$HUM
$849M
265 positions
#22Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$AGQ$GSAT$HUM$SNOW
$200M
119 positions
#23Sage Capital Management, LLCPassive
Some overlap · 7 shared positions
$GSAT$WT$AGQ$OKE$HUM$NKE
$213M
163 positions
#24COLLECTIVE FAMILY OFFICE LLCPassive
Some overlap · 3 shared positions
$OKE$NKE$HUM
$444M
156 positions
#25Thomas J. Herzfeld Advisors, Inc.Active
Some overlap · 5 shared positions
$AGQ$BGR$PDI$PDX$KYN
$294M
115 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.