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Hedge Funds Similar to Centurion Wealth

13F Portfolio OverlapQ2 2026Centurion Wealth portfolio →
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Most similar hedge funds by 13F overlap

Centurion Wealth Management LLC is an institutional investor managing $418M across 283 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 Centurion Wealth are Stonebridge Financial Group, Upper Left Wealth, ETF Store, with shared positions in $SGOL, $IAU, $CMI, $NEE, $AMGN, $BTC. The full ranking of 25 similar funds is below.

#1Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$SGOL$IAU$CMI$NEE$AMGN
$1.3B
275 positions
#2Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$SGOL$BTC$IAU
$180M
73 positions
#3ETF Store, Inc.Passive
Some overlap · 5 shared positions
$SGOL$IAU$NEE$AMGN$SNDK
$120M
114 positions
#4Towneley Capital Management, Inc / DESmart money
Some overlap · 3 shared positions
$SGOL$IAU$GLTR
$509M
46 positions
#5BFSG, LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$NEE
$1.1B
768 positions
#6Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$SGOL$IAU$CMI
$309M
142 positions
#7Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$CMI$NEE$AMGN$DELL
$710M
193 positions
#8SEEDS INVESTOR LLCPassive
Some overlap · 5 shared positions
$IAU$SGOL$STX$DELL$SNDK
$973M
379 positions
#9Aspect Partners, LLCActive
Some overlap · 3 shared positions
$SGOL$IAU$AMGN
$268M
679 positions
#10MRWM Advisors, LLCActive
Some overlap · 3 shared positions
$SGOL$STX$AMGN
$243M
80 positions
#11Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$SGOL$IAU$CMI
$147M
97 positions
#12Lifeworks Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$CMI$STX$DELL
$955M
337 positions
#13Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BTC$IAU$NEE
$145M
99 positions
#14EQ WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$BTC$IAU$AMGN
$182M
57 positions
#15City Center Advisors, LLCPassive
Some overlap · 5 shared positions
$SGOL$IAU$STX$NEE$VLO
$123M
170 positions
#16Exit Wealth Advisors, LLC.Passive
Some overlap · 3 shared positions
$BTC$IAU$CMI
$220M
150 positions
#17Newman Dignan & Sheerar, Inc.Passive
Some overlap · 3 shared positions
$SGOL$NEE$AMGN
$523M
197 positions
#18ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$BTC$IAU$NEE
$318M
106 positions
#19Mission Financial Group, LLCPassive
Some overlap · 3 shared positions
$SGOL$IAU$STX
$121M
158 positions
#20North Forty Two & Co.Passive
Some overlap · 4 shared positions
$IAU$CMI$AMGN$VLO
$118M
104 positions
#21Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$STX$NEE$AMGN
$723M
260 positions
#22Braeburn Wealth Management LLCActive
Some overlap · 4 shared positions
$IAU$KLIC$DELL$SNDK
$233M
99 positions
#23Pacific Park Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$AMGN
$172M
77 positions
#24White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$SGOL$AMGN
$802M
151 positions
#25Bellwether Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$STX$DELL$SNDK
$675M
167 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.