13F Pro

Hedge Funds Similar to RESOLUTE WEALTH ADVISOR,

13F Portfolio OverlapQ1 2026RESOLUTE WEALTH ADVISOR, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RESOLUTE WEALTH ADVISOR, INC. is an institutional investor managing $176M across 78 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 RESOLUTE WEALTH ADVISOR, are Storen Legacy Partners,, 5T Wealth,, ALTERNA WEALTH ,, with shared positions in $SE, $IAU, $COP, $MDLZ, $SAN, $RL. The full ranking of 25 similar funds is below.

#1Storen Legacy Partners, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$COP$MDLZ$SAN
$319M
102 positions
#25T Wealth, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$RL
$253M
129 positions
#3ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$SAN
$132M
105 positions
#4Kelly Financial Services LLCPassive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$COP
$414M
128 positions
#5ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$SAN
$324M
72 positions
#6WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$SE$IAU$COP
$508M
107 positions
#7TSA Wealth Managment LLCPassive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$309M
105 positions
#8Davis Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$120M
72 positions
#9Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$742M
153 positions
#10Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$MU
$214M
199 positions
#11Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$115M
115 positions
#12CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$107M
50 positions
#13Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 4 shared positions
$SE$IAU$MU$PLTR
$181M
94 positions
#14Shared Vision Wealth Group LLCActive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$COP
$245M
95 positions
#15Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$SE$IAU$SAN
$153M
78 positions
#16Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SE$IAU$SAN
$278M
73 positions
#17Spectrum Planning & Advisory Services Inc.Passive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$202M
114 positions
#18Keystone Financial ServicesPassive
Some overlap · 3 shared positions
$SE$IAU$COP
$341M
119 positions
#19Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SE$IAU$COP
$337M
117 positions
#20Stone House Investment Management, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$SAN$MDLZ
$558M
1,069 positions
#21Madson Wealth Advisors IncPassive
Some overlap · 3 shared positions
$SE$IAU$MDLZ
$120M
84 positions
#22Aspect Partners, LLCPassive
Some overlap · 3 shared positions
$SE$IAU$PLTR
$245M
709 positions
#23Fedenia Advisers LLCActive
Some overlap · 4 shared positions
$SE$IAU$MU$PLTR
$135M
95 positions
#24Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$SE$IAU$PLTR
$222M
73 positions
#25Portfolio Resources Advisor Group, Inc.Passive
Some overlap · 5 shared positions
$SE$IAU$RL$COP$SAN
$101M
148 positions

Compare RESOLUTE WEALTH ADVISOR,’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 RESOLUTE WEALTH ADVISOR,’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.