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Hedge Funds Similar to Ergawealth Advisors,

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

Ergawealth Advisors, Inc. is an institutional investor managing $226M across 55 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 Ergawealth Advisors, are Mason & Associates, WESPAC Advisors SoCal,, First Financial Group, with shared positions in $JHG, $SHW, $ALPS, $IAU, $IBM, $GE. The full ranking of 25 similar funds is below.

#1Mason & Associates IncActive
Notable overlap · 3 shared positions
$JHG$SHW$ALPS
$516M
160 positions
#2WESPAC Advisors SoCal, LLCPassive
Notable overlap · 5 shared positions
$SHW$JHG$IAU$IBM$GE
$470M
119 positions
#3First Financial Group CorpActive
Notable overlap · 5 shared positions
$JHG$SHW$IAU$GE$IBM
$122M
80 positions
#4Richmond Investment Services, LLCPassive
Notable overlap · 3 shared positions
$JHG$SHW$BTSG
$619M
255 positions
#5URS Advisory LLCActive
Notable overlap · 4 shared positions
$SHW$JHG$TMO$ALPS
$137M
51 positions
#6StoneCrest Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$SHW$JHG$TMO
$236M
73 positions
#7INTEGRITY WEALTH ADVISORS, INC.Active
Notable overlap · 5 shared positions
$JHG$IBM$SHW$BAC$TMO
$168M
73 positions
#8WORMSER FRERES GESTIONActive
Notable overlap · 4 shared positions
$PANW$TMO$IAU$ABT
$139M
42 positions
#9Symphony Financial Services, Inc.Passive
Notable overlap · 3 shared positions
$JHG$SHW$BTSG
$195M
99 positions
#10Wills Financial Group LLCPassive
Notable overlap · 4 shared positions
$PANW$SHW$ALPS$IAU
$265M
75 positions
#11Future Financial Wealth Managment LLCActive
Notable overlap · 4 shared positions
$JHG$SHW$IBM$T
$155M
128 positions
#12Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$SHW$JHG$IAU
$415M
51 positions
#13Lakeridge Wealth Management LLCPassive
Notable overlap · 5 shared positions
$SHW$IBM$IAU$T$GE
$233M
169 positions
#14Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$TMO$ABT$PANW
$145M
125 positions
#15Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$JHG$PANW$KR
$807M
135 positions
#16Guardian Financial Partners, LLCActive
Some overlap · 3 shared positions
$JHG$ALPS$TMO
$237M
67 positions
#17RiverTree Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$ALPS$TMO
$158M
60 positions
#18TruWealth Advisors, LLCActive
Some overlap · 4 shared positions
$JHG$IBM$T$IAU
$2.1B
182 positions
#19Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 3 shared positions
$JHG$PANW$SHW
$192M
70 positions
#20NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$JHG$IBM$ABT
$367M
141 positions
#21Brown Financial AdvisorsPassive
Some overlap · 5 shared positions
$JHG$TMO$ABT$BAC$PANW
$264M
209 positions
#22Santori & Peters, Inc.Smart money
Some overlap · 4 shared positions
$JHG$BTSG$GE$T
$321M
79 positions
#23Generation Capital Management LLCPassive
Some overlap · 3 shared positions
$JHG$BAC$IAU
$137M
74 positions
#24Dynamic Financial GroupActive
Some overlap · 4 shared positions
$JHG$T$IAU$GE
$122M
69 positions
#25OneAscent Wealth Management LLCActive
Some overlap · 4 shared positions
$JHG$BAC$T$SHW
$302M
157 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.