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Hedge Funds Similar to White Knight Strategic Wealth Advisors

13F Portfolio OverlapQ2 2026White Knight Strategic Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

White Knight Strategic Wealth Advisors, LLC is an institutional investor managing $143M across 89 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to White Knight Strategic Wealth Advisors are Cohen Investment Advisors, OLD POINT & FINANCIAL SERVICES N A, Crumly & Associates, with shared positions in $BX, $VZ, $AMGN, $PFE, $MCD, $PLTR. The full ranking of 25 similar funds is below.

#1Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BX$VZ$AMGN$PFE$MCD
$223M
81 positions
#2OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 5 shared positions
$BX$VZ$AMGN$PLTR$ENB
$329M
323 positions
#3Crumly & Associates Inc.Passive
Some overlap · 4 shared positions
$BITB$APLD$CEG$AXP
$522M
196 positions
#4Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$BITB$GBTC$PLTR$AXP
$462M
303 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$BX$VZ$AMGN$MCD
$201M
57 positions
#6Carter Financial Group, INC.Passive
Some overlap · 4 shared positions
$BITB$AMGN$PLTR$AXP
$193M
134 positions
#7TRAPHAGEN INVESTMENT ADVISORS LLCSmart money
Some overlap · 3 shared positions
$BITB$GBTC$VZ
$1.4B
219 positions
#8Gallagher Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$BX$VZ$PLTR$PFE
$175M
71 positions
#9Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$VZ$BX$AMGN$PFE
$316M
157 positions
#10Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$BX$MELI$PLTR$NVO
$116M
78 positions
#11B & T Capital Management DBA Alpha Capital ManagementPassive
Some overlap · 3 shared positions
$BX$MELI$AMGN
$770M
129 positions
#12OPTIMA CAPITAL LLCPassive
Some overlap · 4 shared positions
$BITB$PLTR$AXP$MCD
$253M
165 positions
#13CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$VZ$AMGN$CEG$NVO$ENB
$177M
86 positions
#14Resolute Wealth Strategies, LLCActive
Some overlap · 4 shared positions
$BX$AMGN$PLTR$AXP
$258M
132 positions
#15Dupree Financial Group, LLCPassive
Some overlap · 4 shared positions
$BX$VZ$APLD$ENB
$267M
81 positions
#16TORRAY LLCActive
Some overlap · 4 shared positions
$BX$AMGN$CEG$PFE
$741M
91 positions
#17FELL CAPITAL MANAGEMENT /ADVPassive
Some overlap · 4 shared positions
$VZ$AMGN$BITB$AXP
$119M
96 positions
#18Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$BX$VZ$AXP$PFE$MCD
$4.3B
344 positions
#19Allen Capital Group, LLCPassive
Some overlap · 4 shared positions
$BX$VZ$NVO$PFE
$1.2B
319 positions
#20Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 4 shared positions
$BX$VZ$PFE$MCD
$327M
94 positions
#21Gen-Wealth Partners IncPassive
Some overlap · 5 shared positions
$VZ$AMGN$PLTR$AXP$MCD
$360M
722 positions
#22Henson-Edgewater Management, LLCActive
Some overlap · 4 shared positions
$BX$VZ$PLTR$MCD
$192M
66 positions
#23Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$BX$MELI$AXP
$228M
103 positions
#24ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$BX$AMGN$PLTR$PFE
$169M
64 positions
#25LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$BX$VZ$PFE
$489M
244 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.