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Hedge Funds Similar to Empower Advisory Group,

13F Portfolio OverlapQ1 2026Empower Advisory Group, portfolio →
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Most similar hedge funds by 13F overlap

Empower Advisory Group, LLC is an institutional investor managing $38.5B across 510 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 Empower Advisory Group, are Hurlow Wealth Group,, Aureum Wealth ,, DWR WEALTH ,, with shared positions in $SCHW, $IAU, $LIN, $NEE, $LHX, $GLDM. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Notable overlap · 5 shared positions
$SCHW$IAU$LIN$NEE$LHX
$420M
120 positions
#2Aureum Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$SCHW$GLDM$IAU$NOW$MUFG
$144M
60 positions
#3DWR WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$NOW
$115M
51 positions
#4GK Wealth Management LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$NOW
$115M
51 positions
#5Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$LIN
$1.2B
95 positions
#6Omega Financial Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$MUFG$NOW$ECL$LIN
$308M
101 positions
#7Baron Financial Group, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$MUFG
$185M
53 positions
#8Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$SCHW$GLDM$IAU$LIN
$412M
78 positions
#9Financial Avengers, Inc.Active
Some overlap · 3 shared positions
$SCHW$PFE$DIS
$219M
151 positions
#10Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$LIN$DUK
$139M
52 positions
#11Heritage Wealth Management, Inc./TexasSmart money
Some overlap · 3 shared positions
$SCHW$IAU$SO
$234M
41 positions
#12American Investment Services, Inc.Active
Some overlap · 4 shared positions
$SCHW$GLDM$IAU$NEE
$448M
132 positions
#13Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$IAU$NEE
$480M
160 positions
#14GOULD ASSET MANAGEMENT LLC /CA/Active
Some overlap · 5 shared positions
$SCHW$GLDM$IAU$NOW$MUFG
$576M
171 positions
#15Austin Asset Management Co IncSmart money
Some overlap · 3 shared positions
$SCHW$NEE$IAU
$608M
85 positions
#16SWAN Capital LLCPassive
Some overlap · 3 shared positions
$SCHW$SO$PFE
$272M
554 positions
#17Sand Hill Global Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$NOW$ECL
$3.0B
204 positions
#18LEGACY FINANCIAL GROUP, INC.Active
Some overlap · 3 shared positions
$SCHW$IAU$NEE
$378M
89 positions
#19Frankly Finances, LLCActive
Some overlap · 3 shared positions
$SCHW$IAU$DIS
$110M
64 positions
#20Flagstone Financial ManagementSmart money
Some overlap · 4 shared positions
$SCHW$IAU$VLO$NEE
$403M
71 positions
#21PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 4 shared positions
$SCHW$NOW$DIS$MUFG
$567M
75 positions
#22SHEPHERD KAPLAN KROCHUK, LLCActive
Some overlap · 5 shared positions
$SCHW$NOW$DUK$PFE$NEM
$119M
61 positions
#23Magnolia Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$SO$NEE$IAU
$172M
212 positions
#24MOLLER WEALTH PARTNERSActive
Some overlap · 3 shared positions
$SCHW$NOW$MUFG
$507M
67 positions
#25Horizons Wealth ManagementActive
Some overlap · 3 shared positions
$SCHW$NOW$IAU
$152M
170 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.