13F Pro

Hedge Funds Similar to Payne ,

13F Portfolio OverlapQ1 2026Payne , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Payne Capital Management, LLC is an institutional investor managing $331M across 79 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 Payne , are American Alpha Advisors,, Silver Coast Investments, Northwest Quadrant Wealth ,, with shared positions in $GSAT, $ALPS, $MCK, $NOW, $UNIT, $SCHW. The full ranking of 25 similar funds is below.

#1American Alpha Advisors, LLCActive
Substantial overlap · 4 shared positions
$GSAT$ALPS$MCK$NOW
$188M
96 positions
#2Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$MS
$313M
119 positions
#3Northwest Quadrant Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$UNIT$SCHW$PM$UNP$BAC
$481M
67 positions
#4Rodgers & Associates, LTDActive
Notable overlap · 3 shared positions
$UNIT$SCHW$MS
$982M
101 positions
#5Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$ALPS$MS
$127M
57 positions
#6Marotta Asset ManagementActive
Notable overlap · 4 shared positions
$UNIT$SCHW$MAR$MCK
$543M
103 positions
#7APS Management Group, Inc.Passive
Notable overlap · 4 shared positions
$GSAT$MS$NOW$MAR
$117M
72 positions
#8Traveka Wealth, LLCPassive
Notable overlap · 3 shared positions
$UNIT$SCHW$UNP
$262M
186 positions
#9SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$UNIT$SCHW$MAR$MU
$272M
554 positions
#10Fee-Only Financial Planning, L.C.Smart money
Notable overlap · 5 shared positions
$UNIT$PM$SCHW$BAC$MDLZ
$166M
43 positions
#11Grey Fox Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$MAR
$518M
140 positions
#12Fairway Financial, LLCActive
Notable overlap · 4 shared positions
$UNIT$MS$NOW$MAR
$132M
23 positions
#13Opal Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$UNIT$MS$PM
$442M
606 positions
#14Forbes Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$UNIT$MS$PM
$173M
38 positions
#15WALLER FINANCIAL PLANNING GROUP, INCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$PM
$453M
74 positions
#16ASPIRIANT, LLCActive
Notable overlap · 4 shared positions
$UNIT$MAR$SCHW$MS
$3.5B
338 positions
#17Mokosak Advisory Group, LLCSmart money
Notable overlap · 3 shared positions
$UNIT$NOW$MAR
$399M
34 positions
#18Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$UNIT$MAR$PM
$227M
74 positions
#19LAM GROUP, INC.Passive
Notable overlap · 3 shared positions
$UNIT$SCHW$MAR
$182M
136 positions
#20FAMILY WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$UNIT$SCHW$MU
$293M
105 positions
#21TME FINANCIAL, INC.Passive
Notable overlap · 4 shared positions
$UNIT$ALPS$MS$NOW
$144M
65 positions
#22Partners in Financial PlanningActive
Notable overlap · 3 shared positions
$UNIT$SCHW$PM
$603M
122 positions
#23FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$UNIT$SCHW$MAR
$176M
104 positions
#24Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$UNIT$SCHW$MAR
$619M
138 positions
#25ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$GSAT$ALPS$MU$GLW
$276M
106 positions

Compare Payne ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Payne ,’s holdings

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.