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Hedge Funds Similar to Delos Wealth Advisors,

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

Delos Wealth Advisors, LLC is an institutional investor managing $175M across 260 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 Delos Wealth Advisors, are KELLY FINANCIAL GROUP, Kercheville Advisors,, Cutler ,, with shared positions in $SOLV, $LUV, $SHW, $MCD, $KO, $NKE. The full ranking of 25 similar funds is below.

#1KELLY FINANCIAL GROUP LLCActive
Notable overlap · 6 shared positions
$SOLV$LUV$SHW$MCD$KO$NKE
$398M
100 positions
#2Kercheville Advisors, LLCPassive
Notable overlap · 5 shared positions
$AEM$LUV$ET$USB$MCD
$313M
106 positions
#3Cutler Capital Management, LLCPassive
Some overlap · 3 shared positions
$AEM$ET$USB
$370M
116 positions
#4Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.Active
Some overlap · 3 shared positions
$AEM$VLO$MPC
$56M
38 positions
#5West Wealth Group, LLCActive
Some overlap · 4 shared positions
$SOLV$LUV$MS$MCD
$506M
130 positions
#6LAWOOD & COPassive
Some overlap · 5 shared positions
$SOLV$MS$IBM$KO$NEE
$108M
90 positions
#7TB Alternative Assets Ltd.Active
Some overlap · 3 shared positions
$AEM$ET$INTC
$481M
36 positions
#85T Wealth, LLCPassive
Some overlap · 5 shared positions
$LUV$SHW$SOLV$DDOG$ETN
$253M
129 positions
#9Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$AEM$MS$USB$NEE
$204M
120 positions
#10Madrid Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SOLV$MS$IBM$INTC$USB$CB
$133M
70 positions
#11Ridge Creek Global, IncActive
Some overlap · 4 shared positions
$AEM$SHW$ETN$NEE
$118M
85 positions
#12SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 4 shared positions
$SOLV$IBM$ET$DDOG
$119M
61 positions
#13Able Wealth Management LLCPassive
Some overlap · 4 shared positions
$SOLV$SHW$LUV$NKE
$374M
138 positions
#14Clarus Wealth AdvisorsPassive
Some overlap · 4 shared positions
$SOLV$SHW$MS$NEE
$235M
88 positions
#15Intellus Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$MS$ET
$732M
125 positions
#16SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 4 shared positions
$SOLV$IBM$KO$USB
$222M
135 positions
#17GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$AEM$SOLV$ET
$1.5B
69 positions
#18Savant Capital, LLCActive
Some overlap · 6 shared positions
$SOLV$DDOG$KO$USB$NEE$NKE
$20.7B
1,500 positions
#19MBA Advisors LLCPassive
Some overlap · 4 shared positions
$SOLV$IBM$MPC$MCD
$260M
146 positions
#20Prism Advisors, Inc.Active
Some overlap · 4 shared positions
$SOLV$MS$NKE$MCD
$375M
75 positions
#21Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SOLV$MS$KO
$120M
84 positions
#22Breakwater Capital GroupPassive
Some overlap · 5 shared positions
$SOLV$MS$USB$NEE$NKE
$747M
373 positions
#23Hughes Financial Services, LLCActive
Some overlap · 4 shared positions
$SOLV$MS$KO$MCD
$651M
1,720 positions
#24Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$SOLV$MS$USB
$98M
68 positions
#25Quadcap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SOLV$MS$NEE
$879M
398 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.