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Hedge Funds Similar to SILVERLAKE WEALTH

13F Portfolio OverlapQ2 2026SILVERLAKE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SILVERLAKE WEALTH MANAGEMENT LLC is an institutional investor managing $528M across 394 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 SILVERLAKE WEALTH are Disciplined Equity, Paradigm, TECTONIC ADVISORS, with shared positions in $VZ, $KMI, $OKE, $MO, $T, $PFE. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Some overlap · 6 shared positions
$VZ$KMI$OKE$MO$T$PFE
$226M
45 positions
#2Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$VZ$KMI$OKE$MO$T$PFE
$116M
65 positions
#3TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$VZ$OKE$MO$T$ET$PFE
$2.1B
289 positions
#4Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$MO$T$ET$PFE$KMB
$882M
88 positions
#5International Private Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$KMI$OKE$KMB$MO$PFE
$194M
160 positions
#6BCWM, LLCPassive
Some overlap · 5 shared positions
$VZ$KMI$MO$T$PFE
$342M
57 positions
#7MILLINGTON SECURITIES, LLC
Some overlap · 5 shared positions
$VZ$OKE$MO$PFE$T
$362M
275 positions
#81834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$VZ$KMI$MO$T$PFE
$883M
211 positions
#9Dynamic Financial GroupSmart money
Some overlap · 5 shared positions
$VZ$MO$T$PFE$KMB
$132M
76 positions
#10Lloyd Advisory Services, LLC.Passive
Some overlap · 5 shared positions
$VZ$MO$T$PFE$KMB
$258M
628 positions
#11VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$MO$T$KMB$GLW
$1.1B
146 positions
#12Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$VZ$MO$T$PFE$GLW
$186M
123 positions
#13Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$VZ$KMI$MO$KMB
$112M
63 positions
#14Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$VZ$KMI$T$PFE
$151M
70 positions
#15Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$VZ$MO$ET$PFE
$226M
42 positions
#16Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$VZ$KMI$PFE$GLW
$3.2B
82 positions
#17FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$VZ$KMI$KMB$GLW
$206M
80 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$VZ$KMI$KMB$GLW$PFE
$1.1B
120 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$KMI$T$PFE
$606M
79 positions
#20Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$VZ$MO$PFE$T
$388M
39 positions
#21John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$VZ$MO$PFE$T
$115M
39 positions
#22P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$VZ$MO$PFE$KMB
$133M
66 positions
#23Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$KMI$OKE$ET$VZ$T
$605M
313 positions
#24TT Capital Management LLCActive
Some overlap · 4 shared positions
$VZ$OKE$PFE$ET
$128M
77 positions
#25Verity & Verity, LLCActive
Some overlap · 4 shared positions
$VZ$OKE$MO$PFE
$1.5B
138 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.