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Hedge Funds Similar to Strata Wealth Advisors,

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

Strata Wealth Advisors, LLC is an institutional investor managing $365M across 87 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 Strata Wealth Advisors, are BluePrint Investing, Arlington Partners, E&R Wealth ,, with shared positions in $UPST, $SCHW, $NKE, $KO, $PM, $AXP. The full ranking of 25 similar funds is below.

#1BluePrint Investing LLCActive
Substantial overlap · 3 shared positions
$UPST$SCHW$NKE
$126M
26 positions
#2Arlington Partners LLCActive
Substantial overlap · 3 shared positions
$UPST$KO$PM
$50M
62 positions
#3E&R Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$UPST$SCHW$KO
$100M
12 positions
#4PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$NKE$PM
$567M
75 positions
#5Chemistry Wealth Management LLCPassive
Notable overlap · 6 shared positions
$UPST$AXP$BKNG$SCHW$NKE$MU
$569M
204 positions
#6Cordant, Inc.Active
Notable overlap · 5 shared positions
$UPST$SCHW$NKE$ICFI$FBTC
$246M
75 positions
#7ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$NKE$ICFI
$370M
119 positions
#8Drum Hill Capital, LLCActive
Notable overlap · 3 shared positions
$UPST$KO$PM
$109M
46 positions
#9O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 3 shared positions
$UPST$KO$PM
$124M
55 positions
#10Wealth Dimensions Group, Ltd.Active
Notable overlap · 3 shared positions
$UPST$SCHW$MCD
$508M
170 positions
#11ORSER CAPITAL MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$UPST$ADI$SCHW$KO
$153M
46 positions
#12AMI INVESTMENT MANAGEMENT INCActive
Notable overlap · 3 shared positions
$UPST$SCHW$NKE
$445M
77 positions
#13Level Financial AdvisorsActive
Notable overlap · 3 shared positions
$UPST$NKE$SCHW
$392M
92 positions
#14Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$UPST$SCHW$BKNG
$333M
198 positions
#15TIMUCUAN ASSET MANAGEMENT INC/FLActive
Notable overlap · 10 shared positions
$ANET$AXP$SCHW$ADI$AWI$BKNG
$2.7B
28 positions
#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$SCHW$MCD$ADI
$350M
95 positions
#17Salvus Wealth Management, LLCPassive
Notable overlap · 10 shared positions
$AXP$SCHW$ADI$ANET$BKNG$AWI
$172M
126 positions
#18MASECO LLPActive
Notable overlap · 5 shared positions
$UPST$NKE$SCHW$KO$MCD
$3.2B
391 positions
#19Alta Advisers LtdActive
Notable overlap · 4 shared positions
$UPST$KO$PM$MU
$276M
206 positions
#20Oak Harvest Investment ServicesPassive
Notable overlap · 3 shared positions
$UPST$SCHW$MCD
$958M
176 positions
#21Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$UPST$NKE$SCHW
$236M
81 positions
#22OneAscent Investment Solutions LLCPassive
Notable overlap · 3 shared positions
$UPST$BKNG$RPRX
$100M
128 positions
#23Halter Ferguson Financial Inc.Smart money
Notable overlap · 3 shared positions
$UPST$HBAN$MU
$456M
38 positions
#24Falcon Wealth PlanningActive
Notable overlap · 4 shared positions
$UPST$SCHW$NKE$MU
$1.5B
236 positions
#25Arista Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$UPST$AXP$KO
$822M
253 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.