13F Pro

Hedge Funds Similar to Austin Wealth ,

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

Most similar hedge funds by 13F overlap

Austin Wealth Management, LLC is an institutional investor managing $440M across 118 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 Austin Wealth , are ENTREWEALTH,, EVOKE WEALTH,, Avos ,, with shared positions in $GLDM, $NSC, $TXN, $FLEX, $AMN, $IAU. The full ranking of 25 similar funds is below.

#1ENTREWEALTH, LLCPassive
Notable overlap · 6 shared positions
$GLDM$NSC$TXN$FLEX$AMN$IAU
$223M
104 positions
#2EVOKE WEALTH, LLCActive
Notable overlap · 5 shared positions
$GLDM$FLEX$DOV$IAU$SCHW
$5.6B
711 positions
#3Avos Capital Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$FLEX$WT
$253M
29 positions
#4American Investment Services, Inc.Active
Notable overlap · 5 shared positions
$GLDM$SCHW$IAU$NEE$UNIT
$448M
132 positions
#5NavPoint Financial, Inc.Active
Notable overlap · 4 shared positions
$GLDM$DOV$IAU$AXP
$247M
71 positions
#6SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$GLDM$IAU$AXP
$199M
97 positions
#7CONTINUUM WEALTH ADVISORS, LLCActive
Notable overlap · 4 shared positions
$GLDM$IAU$WT$NEE
$241M
70 positions
#8STAPP WEALTH MANAGEMENT, PLLCActive
Notable overlap · 3 shared positions
$GLDM$AGI$WT
$78M
30 positions
#9Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$GD$GILD
$166M
115 positions
#10Brindle & Bay Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$GLDM$TXN$SCHW$UNIT$GILD
$163M
67 positions
#11Cedar Point Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$GLDM$TXN$SCHW$NEE
$154M
71 positions
#12McAlvany Wealth Management LLCPassive
Notable overlap · 4 shared positions
$GLDM$IAU$AGI$EPD
$149M
42 positions
#13SENTINEL PENSION ADVISORS, LLCActive
Notable overlap · 6 shared positions
$GLDM$AMN$WT$SCHW$IAU$NEE
$676M
137 positions
#14Avant Financial Advisors LLCActive
Notable overlap · 3 shared positions
$TXN$AMN$UNIT
$142M
65 positions
#15Carolina Wealth Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TXN$GILD
$240M
278 positions
#16Quantum Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$GLDM$AMN$AXP$UNIT
$891M
231 positions
#17Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$AMN$IAU
$930M
144 positions
#18Timber Creek Capital Management LLCPassive
Notable overlap · 4 shared positions
$GLDM$FLEX$SCHW$IAU
$412M
78 positions
#19Flagstone Financial ManagementSmart money
Notable overlap · 6 shared positions
$TXN$AMN$SCHW$IAU$GILD$NEE
$403M
71 positions
#20MBL Wealth, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TXN$SCHW
$1.3B
335 positions
#21Capital Planning Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$AMN$WT
$692M
146 positions
#22OakTrust Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$GLDM$AMN$TXN$WT$AXP
$110M
68 positions
#23Mission Creek Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$GLDM$NEE$UNIT
$501M
219 positions
#24Integrity Wealth Solutions LLCPassive
Some overlap · 6 shared positions
$GLDM$AMN$SCHW$IAU$DOV$UNIT
$255M
130 positions
#25McCartney Wealth Management LLCActive
Some overlap · 5 shared positions
$NSC$AMN$DOV$WT$NEE
$119M
65 positions

Compare Austin Wealth ,’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 Austin Wealth ,’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.