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Hedge Funds Similar to PETRA FINANCIAL ADVISORS

13F Portfolio OverlapQ1 2026PETRA FINANCIAL ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

PETRA FINANCIAL ADVISORS INC is an institutional investor managing $162M across 117 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 PETRA FINANCIAL ADVISORS are Ballast Financial Advisors, REDW Wealth, Alpha Zero, with shared positions in $SOLV, $USB, $IAU, $WT, $GEV, $DDOG. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$USB$IAU
$98M
68 positions
#2REDW Wealth LLCActive
Notable overlap · 3 shared positions
$SOLV$USB$WT
$251M
99 positions
#3Alpha Zero LLCActive
Notable overlap · 3 shared positions
$SOLV$IAU$WT
$198M
79 positions
#4RVW Wealth, LLCActive
Notable overlap · 3 shared positions
$SOLV$WT$GEV
$1.3B
176 positions
#5Tenzing Financial LLCActive
Notable overlap · 5 shared positions
$SOLV$DDOG$GEV$CEF$GE
$133M
70 positions
#6Intellus Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$IAU$WPM
$732M
125 positions
#7Savant Capital, LLCActive
Notable overlap · 4 shared positions
$SOLV$DDOG$WT$USB
$20.7B
1,500 positions
#8Sage Mountain Advisors LLCActive
Notable overlap · 3 shared positions
$SOLV$DDOG$IAU
$1.4B
281 positions
#9Vertex Planning Partners, LLCActive
Notable overlap · 3 shared positions
$SOLV$WT$MCK
$515M
135 positions
#10TFC Financial Management, Inc.Active
Notable overlap · 5 shared positions
$SOLV$GE$GEV$WT$DDOG
$812M
998 positions
#11Roof Eidam Maycock Peralta, LLCActive
Notable overlap · 3 shared positions
$SOLV$MCK$WT
$436M
125 positions
#12Asset One Wealth Management LLCPassive
Notable overlap · 5 shared positions
$OUNZ$SII$USB$SOLV$WT
$904M
336 positions
#13Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$SOLV$WT$IAU
$462M
53 positions
#14MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 3 shared positions
$OUNZ$USB$SII
$115M
98 positions
#15Morton Capital Management LLC/CASmart money
Notable overlap · 4 shared positions
$OUNZ$IAU$USB$WT
$672M
139 positions
#16Peck Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$SOLV$OUNZ$WT$GLW$GE
$100M
122 positions
#17Edge Financial Advisors LLC
Some overlap · 3 shared positions
$SOLV$IAU$USB
$238M
135 positions
#18MBA Advisors LLCPassive
Some overlap · 4 shared positions
$SOLV$IAU$WT$GE
$260M
146 positions
#19Guild Investment Management, Inc.Active
Some overlap · 3 shared positions
$OUNZ$USB$WPM
$140M
47 positions
#20Capital Wealth Alliance, LLCActive
Some overlap · 4 shared positions
$OUNZ$USB$SII$GE
$221M
93 positions
#21Tandem Financial, LLCPassive
Some overlap · 3 shared positions
$SOLV$USB$SII
$314M
98 positions
#22SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Some overlap · 4 shared positions
$OUNZ$USB$SII$GE
$191M
88 positions
#23Kiker Wealth Management, LLCPassive
Some overlap · 4 shared positions
$OUNZ$CEF$WT$USB
$209M
132 positions
#24Terra Nova Asset Management LLCPassive
Some overlap · 5 shared positions
$OUNZ$IAU$GE$GEV$MCK
$135M
83 positions
#25Accordant Advisory Group IncPassive
Some overlap · 5 shared positions
$OUNZ$AGI$CEF$USB$SII
$161M
238 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.