13F Pro

Hedge Funds Similar to ROBINSON SMITH WEALTH ADVISORS

13F Portfolio OverlapQ1 2026ROBINSON SMITH WEALTH ADVISORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ROBINSON SMITH WEALTH ADVISORS LLC is an institutional investor managing $148M across 84 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 ROBINSON SMITH WEALTH ADVISORS are PMG Wealth ,, Wolfstich ,, Grove Street Fiduciary,, with shared positions in $WT, $MDLZ, $HUM, $IBM, $ADP, $SNOW. The full ranking of 25 similar funds is below.

#1PMG Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$WT$MDLZ$HUM
$139M
59 positions
#2Wolfstich Capital, LLCActive
Notable overlap · 5 shared positions
$MDLZ$HUM$WT$IBM$ADP
$114M
45 positions
#3Grove Street Fiduciary, LLCActive
Some overlap · 6 shared positions
$WT$HUM$IBM$SNOW$UNIT$ADP
$227M
74 positions
#4Roof Eidam Maycock Peralta, LLCActive
Some overlap · 4 shared positions
$MDLZ$HUM$WT$UNIT
$436M
125 positions
#5Axis Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$WT$HUM$COP$SNOW$UNIT$T
$188M
174 positions
#6Amplius Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$WT$MDLZ$HUM$SNOW$MS
$1.2B
175 positions
#7Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$WT$HUM$NEE$COP
$92M
82 positions
#8Trust Point Inc.Active
Some overlap · 5 shared positions
$WT$HUM$PFG$UNIT$NEE
$1.2B
521 positions
#9Addison Advisors LLCPassive
Some overlap · 4 shared positions
$WT$HUM$MS$IBM
$452M
980 positions
#10UPTICK PARTNERS, LLCPassive
Some overlap · 6 shared positions
$WT$HUM$MDLZ$MS$SNOW$UNIT
$502M
293 positions
#11W ADVISORS, LLCPassive
Some overlap · 5 shared positions
$MDLZ$HUM$MS$NEE$T
$195M
141 positions
#12Onyx Bridge Wealth Group LLCPassive
Some overlap · 4 shared positions
$WT$HUM$MDLZ$TXN
$930M
373 positions
#13Avant Capital LLCPassive
Some overlap · 4 shared positions
$WT$HUM$MS$UNIT
$142M
76 positions
#14Pinnacle Financial Group, LLC / ILPassive
Some overlap · 4 shared positions
$WT$HUM$MS$UNIT
$365M
111 positions
#15Financially in Tune, LLCActive
Some overlap · 4 shared positions
$WT$HUM$IBM$UNIT
$116M
77 positions
#16Reality Financial Planning Services, LLCSmart money
Some overlap · 4 shared positions
$WT$HUM$TXN$SNOW
$104M
20 positions
#17SNS Financial Group, LLCActive
Some overlap · 4 shared positions
$WT$MDLZ$UNIT$HUM
$1.2B
208 positions
#18OPTIMA CAPITAL LLCPassive
Some overlap · 4 shared positions
$WT$HUM$SNOW$UNIT
$215M
159 positions
#19RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$WT$HUM$NEE
$980M
179 positions
#20truNorth Financial Services, Inc.Active
Some overlap · 5 shared positions
$WT$HUM$MS$COP$UNIT
$97M
49 positions
#21DHJJ Financial Advisors, Ltd.Passive
Some overlap · 4 shared positions
$WT$HUM$SNOW$OTIS
$302M
1,081 positions
#22Peck Wealth Management, LLCPassive
Some overlap · 4 shared positions
$WT$HUM$IBM$SNOW
$100M
122 positions
#23Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$WT$HUM$MS
$133M
108 positions
#24GreatBanc Trust COActive
Some overlap · 4 shared positions
$WT$HUM$UNIT$MDLZ
$143M
67 positions
#25Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$WT$HUM$MS
$405M
298 positions

Compare ROBINSON SMITH WEALTH ADVISORS’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 ROBINSON SMITH WEALTH ADVISORS’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.