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Hedge Funds Similar to EAGLE WEALTH STRATEGIES

13F Portfolio OverlapQ1 2026EAGLE WEALTH STRATEGIES portfolio →
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Most similar hedge funds by 13F overlap

EAGLE WEALTH STRATEGIES LLC is an institutional investor managing $262M 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 EAGLE WEALTH STRATEGIES are Kane Wealth ,, Kondo Wealth Advisors,, Unison Advisors, with shared positions in $AMN, $WT, $NEE, $VZ, $AMD, $MU. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$AMN$WT$NEE
$119M
51 positions
#2Kondo Wealth Advisors, Inc.Active
Substantial overlap · 3 shared positions
$AMN$WT$VZ
$266M
69 positions
#3Unison Advisors LLCActive
Substantial overlap · 4 shared positions
$AMN$WT$AMD$VZ
$1.3B
175 positions
#4Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$WT$AMD
$233M
676 positions
#5Torren Management, LLCActive
Notable overlap · 4 shared positions
$AMN$WT$NEE$MU
$201M
983 positions
#6McCartney Wealth Management LLCActive
Notable overlap · 3 shared positions
$AMN$WT$NEE
$119M
65 positions
#7WMG Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$WT$T$VZ
$240M
100 positions
#8Henrickson Nauta Wealth Advisors, Inc.Smart money
Notable overlap · 4 shared positions
$AMN$ACN$APD$ITW
$356M
106 positions
#9Capstone Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$T
$143M
50 positions
#10POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$NEE$T
$127M
130 positions
#11HMV Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$NEE$NOC
$213M
81 positions
#12Meredith Wealth PlanningActive
Notable overlap · 3 shared positions
$AMN$NEE$MU
$369M
70 positions
#13CLARIS ADVISORS, LLC / MO /Active
Notable overlap · 3 shared positions
$AMN$NEE$MU
$334M
70 positions
#14TCI Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$AMN$NEE$T
$1.9B
251 positions
#15SATOVSKY ASSET MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$AMN$NEE$T
$566M
73 positions
#16New England Capital Financial Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$T$MU
$365M
425 positions
#17Moisand Fitzgerald Tamayo, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$NOC
$931M
518 positions
#18Bare Financial Services, IncPassive
Notable overlap · 4 shared positions
$AMN$PNC$FULT$AMD
$378M
1,730 positions
#19Wright Wealth LLCActive
Notable overlap · 4 shared positions
$WT$AMN$T$VZ
$149M
51 positions
#20IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$WT$AMN$PNC$AMD$NOC
$446M
95 positions
#21Flagstone Financial ManagementSmart money
Notable overlap · 4 shared positions
$AMN$VZ$ROK$NEE
$403M
71 positions
#22Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$AMN$T$NEE
$302M
51 positions
#23COWA, LLCActive
Notable overlap · 3 shared positions
$AMN$WT$T
$371M
158 positions
#24MOR Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$AMN$ACN
$218M
103 positions
#25Harbor Group, Inc.Active
Notable overlap · 4 shared positions
$AMN$T$AMD$VZ
$692M
116 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.