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Hedge Funds Similar to SILVERLAKE WEALTH

13F Portfolio OverlapQ1 2026SILVERLAKE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SILVERLAKE WEALTH MANAGEMENT LLC is an institutional investor managing $479M across 377 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 SILVERLAKE WEALTH are Ranch Advisors, Wealth Associates,, TECTONIC ADVISORS, with shared positions in $KKR, $VZ, $IBM, $T, $PFE, $KMI. The full ranking of 25 similar funds is below.

#1Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$KKR$VZ$IBM$T$PFE
$277M
154 positions
#2Wealth Management Associates, Inc.Passive
Some overlap · 7 shared positions
$KKR$T$VZ$KMI$PFE$IAU
$290M
234 positions
#3TECTONIC ADVISORS LLCActive
Some overlap · 8 shared positions
$VZ$IBM$WT$T$PFE$OKE
$1.9B
267 positions
#4Raab & Moskowitz Asset Management LLCPassive
Some overlap · 6 shared positions
$KKR$NTRB$VZ$PFE$OKE$KO
$450M
187 positions
#5O'ROURKE & COMPANY, IncPassive
Some overlap · 7 shared positions
$KKR$IBM$SCHW$KO$VZ$PFE
$253M
171 positions
#6M.E. ALLISON & CO., INC.Passive
Some overlap · 6 shared positions
$KKR$IBM$T$VZ$PFE$KO
$151M
193 positions
#7Causey Wealth LLCPassive
Some overlap · 5 shared positions
$KKR$NTRB$WT$SCHW$IBM
$236M
81 positions
#8EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$VZ$IBM$T$PFE$KMI$KO
$278M
160 positions
#9Piedmont Capital Management, LLCActive
Some overlap · 6 shared positions
$KKR$VZ$IBM$KO$SCHW$NTRB
$197M
50 positions
#10Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$VZ$IBM$WT$OKE$KO
$114M
45 positions
#11MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$IBM$T$OKE$KO
$220M
148 positions
#12NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KKR$VZ$T$KO
$786M
99 positions
#13Plan Group Financial, LLCPassive
Some overlap · 7 shared positions
$NTRB$T$VZ$IBM$IAU$PFE
$426M
229 positions
#14SBI Securities Co., Ltd.Passive
Some overlap · 6 shared positions
$KKR$IBM$KO$WT$VZ$PFE
$3.6B
4,018 positions
#15Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$KKR$WT$IAU$KO$SCHW
$90M
65 positions
#16Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$VZ$WT
$170M
125 positions
#17Investment Partners Asset Management, Inc.Passive
Some overlap · 5 shared positions
$IBM$VZ$WT$T$KO
$162M
163 positions
#18Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$VZ$IBM$PFE$OKE$KO
$223M
109 positions
#19SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$IBM$VZ$T$PFE$KMI
$728M
79 positions
#20WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$IBM$VZ$T$PFE$KMI
$406M
290 positions
#21FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$IBM$VZ$T$PFE$KO
$1.5B
235 positions
#22Keudell/Morrison Wealth ManagementPassive
Some overlap · 5 shared positions
$KKR$VZ$SCHW$TECK$T
$489M
245 positions
#23Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 6 shared positions
$VZ$WT$IAU$PFE$KO$TECK
$477M
70 positions
#24Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$KKR$VZ$IBM$KO
$638M
158 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$VZ$T$PFE$KO
$308M
137 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.