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Hedge Funds Similar to EAGLE WEALTH STRATEGIES

13F Portfolio OverlapQ3 2026EAGLE WEALTH STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

EAGLE WEALTH STRATEGIES LLC is an institutional investor managing $263M across 116 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to EAGLE WEALTH STRATEGIES are PEOPLES FINANCIAL SERVICES, JGP Wealth, MASTER'S WEALTH, with shared positions in $PFIS, $MRVL, $NEE, $PNC, $APD, $ITW. The full ranking of 25 similar funds is below.

#1PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 5 shared positions
$PFIS$MRVL$NEE$PNC$APD
$227M
276 positions
#2JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$PNC$NEE$APD$ITW
$1.1B
242 positions
#3MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 3 shared positions
$PNC$NEE$AJG
$343M
85 positions
#4Socorro Asset Management LPActive
Some overlap · 3 shared positions
$PNC$NEE$APD
$223M
33 positions
#5Aspen Wealth Strategies, LLCActive
Some overlap · 3 shared positions
$PNC$NEE$APD
$207M
89 positions
#6DAVIS-REA LTD.Active
Some overlap · 3 shared positions
$PNC$ROK$ACN
$379M
41 positions
#7M. Kulyk & Associates, LLCActive
Some overlap · 3 shared positions
$PNC$NEE$CCJ
$613M
113 positions
#8Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$PNC$APD$NEE
$108M
52 positions
#9Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PNC$ACGL$COHR
$182M
77 positions
#10STEVENS CAPITAL MANAGEMENT LPPassive
Some overlap · 5 shared positions
$MRVL$COHR$NEE$SPCX$T
$417M
213 positions
#11Nalls Sherbakoff Group, LLCPassive
Some overlap · 3 shared positions
$PNC$T$ITW
$141M
378 positions
#12Aristides Capital LLCPassive
Some overlap · 4 shared positions
$MRVL$COHR$ACN$CCJ
$514M
162 positions
#13Ground Swell Capital, LLCActive
Some overlap · 4 shared positions
$MRVL$NEE$SPCX$ACN
$93M
145 positions
#14Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$MRVL$COHR$NEE
$1.9B
83 positions
#15Roberts Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$COHR$NEE$ROK$CCJ
$445M
108 positions
#16Coquina Private Wealth LLCActive
Some overlap · 3 shared positions
$PNC$MRVL$NEE
$147M
101 positions
#17M & L Capital Management LtdActive
Some overlap · 3 shared positions
$MRVL$COHR$SPCX
$482M
24 positions
#18Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$AJG$NEE$ACN$ITW
$181M
50 positions
#19DEARBORN PARTNERS LLCPassive
Some overlap · 4 shared positions
$AJG$NEE$ACN$ITW
$1.8B
269 positions
#20Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 4 shared positions
$AJG$NEE$ACN$APD
$449M
45 positions
#21ANCHOR CAPITAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$PNC$APD$ACGL
$3.6B
244 positions
#22Arnhold LLCActive
Some overlap · 3 shared positions
$MRVL$COHR$T
$1.4B
113 positions
#23Smith, Salley & AssociatesPassive
Some overlap · 3 shared positions
$MRVL$NEE$PNC
$2.3B
275 positions
#24BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PNC$MRVL$APD
$436M
104 positions
#25Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$PNC$NEE$T
$327M
94 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.