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Hedge Funds Similar to Smallwood Wealth Investment ,

13F Portfolio OverlapQ1 2026Smallwood Wealth Investment , portfolio →
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Most similar hedge funds by 13F overlap

Smallwood Wealth Investment Management, LLC is an institutional investor managing $190M across 527 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 Smallwood Wealth Investment , are IAG Wealth Partners,, Shore Point Advisors,, Cravens & Advisors,, with shared positions in $OKE, $WT, $FLEX, $NJR, $T, $BR. The full ranking of 25 similar funds is below.

#1IAG Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$OKE$WT$FLEX
$896M
509 positions
#2Shore Point Advisors, LLCActive
Some overlap · 7 shared positions
$OKE$WT$NJR$FLEX$T$BR
$253M
76 positions
#3Cravens & Co Advisors, LLCActive
Some overlap · 3 shared positions
$OKE$PM$WT
$154M
64 positions
#4Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$OKE$WT$IBM$MDLZ$MO
$114M
45 positions
#5Fermata Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$FLEX$OKE$MKL
$444M
232 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$WT$FLEX$PM
$477M
70 positions
#7CAPITAL MANAGEMENT CORP /VAPassive
Some overlap · 3 shared positions
$OKE$WT$BMY
$585M
71 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$OKE$PM$IBM$T
$220M
148 positions
#9Founders Financial Alliance, LLCPassive
Some overlap · 4 shared positions
$WT$OKE$PM$MO
$555M
735 positions
#10Triavera Capital LLCActive
Some overlap · 3 shared positions
$ICE$PM$DIS
$167M
16 positions
#11Socorro Asset Management LPPassive
Some overlap · 3 shared positions
$OKE$ICE$DIS
$221M
32 positions
#12Independent Franchise Partners LLPActive
Some overlap · 3 shared positions
$ICE$PM$BMY
$14.3B
26 positions
#13Horizon Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WT$OKE$DIS$MDLZ$T$IBM
$682M
137 positions
#14Beckerman Institutional, LLCPassive
Some overlap · 4 shared positions
$WT$OKE$PM$ICE
$188M
121 positions
#15Clear Point Advisors Inc.Active
Some overlap · 4 shared positions
$WT$FLEX$DIS$T
$129M
75 positions
#16Main Street Group, LTDActive
Some overlap · 6 shared positions
$OKE$PM$MKL$IBM$MO$T
$340M
865 positions
#17Farmers National BankPassive
Some overlap · 5 shared positions
$FLEX$WT$IBM$DIS$T
$453M
185 positions
#18Valmark Advisers, Inc.Active
Some overlap · 3 shared positions
$WT$FLEX$MKL
$8.4B
677 positions
#19Triune Financial Partners, LLCSmart money
Some overlap · 3 shared positions
$OKE$IBM$MKL
$421M
47 positions
#20COWA, LLCActive
Some overlap · 6 shared positions
$OKE$WT$IBM$MKL$T$BMY
$371M
158 positions
#21Onyx Bridge Wealth Group LLCPassive
Some overlap · 4 shared positions
$WT$OKE$MDLZ$XYZ
$930M
373 positions
#22Bulwark Capital CorpActive
Some overlap · 5 shared positions
$OKE$WT$MO$PM$WPM
$162M
100 positions
#23Goldstein Advisors, LLCActive
Some overlap · 3 shared positions
$WT$OKE$FLEX
$900M
228 positions
#24Castle Rock Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$IBM$OKE$BMY
$462M
262 positions
#25London & Capital Asset Management LtdActive
Some overlap · 3 shared positions
$ICE$IBM$WPM
$9.2B
223 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.