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Hedge Funds Similar to CarsonAllaria Wealth , Ltd.

13F Portfolio OverlapQ1 2026CarsonAllaria Wealth , Ltd. portfolio →
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Most similar hedge funds by 13F overlap

CarsonAllaria Wealth Management, Ltd. is an institutional investor managing $202M across 69 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 CarsonAllaria Wealth , Ltd. are Sprinkle Financial Consultants, Beacon Harbor Wealth Advisors,, Stonebridge Financial Group,, with shared positions in $ZBRA, $IAU, $WFC, $VZ, $TXN, $PFE. The full ranking of 25 similar funds is below.

#1Sprinkle Financial Consultants LLCPassive
Some overlap · 4 shared positions
$ZBRA$IAU$WFC$VZ
$217M
99 positions
#2Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 7 shared positions
$TXN$IAU$PFE$KO$VZ$NEE
$477M
70 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$TXN$IAU$KO$NEE$AMGN
$1.2B
262 positions
#4Cardinal Point Capital Management, ULCActive
Some overlap · 5 shared positions
$ZBRA$IAU$ENB$PFE$CNI
$1.6B
286 positions
#5Crestmont Private Wealth LLCActive
Some overlap · 3 shared positions
$TXN$IAU$ITW
$317M
105 positions
#6Wealthstar Advisors, LLCActive
Some overlap · 4 shared positions
$TXN$IAU$WPC$DUK
$213M
111 positions
#7CAPITAL & PLANNING, LLCActive
Some overlap · 4 shared positions
$TXN$IAU$DUK$KO
$165M
172 positions
#8Econ Financial Services CorpPassive
Some overlap · 6 shared positions
$TXN$ZBRA$UNP$PFE$AMGN$ITW
$215M
74 positions
#9Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$TXN$IAU$UNP
$312M
165 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$TXN$UNP$WFC$NEE$AMGN$APD
$98M
50 positions
#11VANTAGE WEALTH
Some overlap · 6 shared positions
$TXN$ENB$CNI$NEE$AMGN$APD
$463M
30 positions
#12Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$TXN$UNP$KO$DUK$NEE
$1.1B
193 positions
#13Flagstone Financial ManagementSmart money
Some overlap · 6 shared positions
$TXN$IAU$WFC$VZ$UNP$NEE
$403M
71 positions
#14LiftPoint Family Wealth Advisors LLCActive
Some overlap · 4 shared positions
$TXN$ZBRA$IAU$WFC
$121M
56 positions
#15Smith Thornton Advisors LLCPassive
Some overlap · 6 shared positions
$IAU$TXN$WFC$KO$VZ$DUK
$199M
130 positions
#16TORRAY LLCPassive
Some overlap · 5 shared positions
$TXN$PFE$PSX$NEE$AMGN
$682M
88 positions
#17Socorro Asset Management LPPassive
Some overlap · 5 shared positions
$TXN$PFE$KO$NEE$APD
$221M
32 positions
#18Wilkinson Global Asset Management LLCActive
Some overlap · 4 shared positions
$TXN$UNP$AMGN$WFC
$1.3B
60 positions
#19Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TXN$ZBRA$UNP$PSX
$613M
200 positions
#20Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TXN$UNP$KO$NEE
$446M
104 positions
#21Nexus Investment Management ULCActive
Some overlap · 4 shared positions
$TXN$UNP$PFE$VZ
$715M
70 positions
#22Verity & Verity, LLCActive
Some overlap · 8 shared positions
$TXN$ENB$PFE$CNI$PSX$VZ
$1.3B
138 positions
#23Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$TXN$PFE$VZ$LAMR
$151M
135 positions
#24Austin Wealth Management, LLCPassive
Some overlap · 3 shared positions
$TXN$IAU$NEE
$440M
118 positions
#25Cedar Point Capital Partners, LLCPassive
Some overlap · 4 shared positions
$TXN$WFC$KO$NEE
$154M
71 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.