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Hedge Funds Similar to Snowden Advisors

13F Portfolio OverlapQ1 2026Snowden Advisors portfolio →
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Most similar hedge funds by 13F overlap

Snowden Capital Advisors LLC is an institutional investor managing $3.8B across 1,277 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 Snowden Advisors are Leeward Financial Partners,, Orion, Bay Rivers Group, with shared positions in $PLTR, $UNH, $HUM, $MAR, $MS, $SCHW. The full ranking of 25 similar funds is below.

#1Leeward Financial Partners, LLCPassive
Slight overlap · 4 shared positions
$PLTR$UNH$HUM$MAR
$336M
97 positions
#2Orion Capital Management LLCPassive
Slight overlap · 4 shared positions
$PLTR$HUM$MS$SCHW
$290M
485 positions
#3Bay Rivers GroupPassive
Slight overlap · 4 shared positions
$PLTR$HUM$AMGN$SCHW
$240M
109 positions
#4Oak Harvest Investment ServicesPassive
Slight overlap · 5 shared positions
$HUM$MS$AMGN$SCHW$MAR
$958M
176 positions
#5MOSELEY INVESTMENT MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$PLTR$HUM$AMGN$MAR
$314M
163 positions
#6Indivisible PartnersActive
Slight overlap · 4 shared positions
$PLTR$HUM$MS$MAR
$1.1B
482 positions
#7PW Nova Financial Services LLCPassive
Slight overlap · 4 shared positions
$PLTR$HUM$AMGN$MAR
$399M
193 positions
#8McGuire Investment Group, LLCActive
Slight overlap · 4 shared positions
$PLTR$MS$AMGN$SCHW
$885M
121 positions
#9PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$PLTR$MS$AMGN$SCHW
$3.0B
77 positions
#10WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Slight overlap · 4 shared positions
$PLTR$HUM$AMGN$SCHW
$355M
156 positions
#11HOWARD WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PLTR$HUM$SCHW$MAR
$238M
142 positions
#12Volterra Technologies LPPassive
Slight overlap · 4 shared positions
$PLTR$UNH$AMGN$MAR
$823M
301 positions
#13National Wealth Management Group, LLCPassive
Slight overlap · 4 shared positions
$PLTR$AMGN$HUM$MAR
$269M
215 positions
#14Tradition Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$PLTR$HUM$UNH$SCHW
$1.4B
527 positions
#15Financial Perspectives, IncPassive
Slight overlap · 5 shared positions
$HUM$MS$MAR$AMGN$UNH
$358M
716 positions
#16Palacios Wealth Management, LLCActive
Slight overlap · 4 shared positions
$PLTR$MS$AMGN$SCHW
$160M
75 positions
#17Dempze Nancy EPassive
Slight overlap · 4 shared positions
$UNH$HUM$MS$SCHW
$182M
92 positions
#18Argo Wealth Advisory, LLCActive
Slight overlap · 4 shared positions
$UNH$HUM$AMGN$MAR
$170M
48 positions
#19ECLECTIC ASSOCIATES INC /ADVActive
Slight overlap · 4 shared positions
$UNH$HUM$PLTR$SCHW
$753M
159 positions
#20Cascades Capital Asset Management, LLCPassive
Slight overlap · 4 shared positions
$UNH$HUM$MS$MAR
$239M
158 positions
#21NWF Advisory Services Inc.Passive
Slight overlap · 4 shared positions
$UNH$HUM$PLTR$MAR
$886M
411 positions
#22SLT Holdings LLCPassive
Slight overlap · 3 shared positions
$PLTR$UNH$HUM
$148M
136 positions
#23MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Slight overlap · 3 shared positions
$PLTR$HUM$UNH
$189M
510 positions
#24EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$UNH$MS$AMGN$SCHW
$1.4B
56 positions
#25Rydar Equities, Inc.Passive
Slight overlap · 3 shared positions
$PLTR$UNH$MS
$129M
92 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.