13F Pro

Hedge Funds Similar to Fidelis Wealth Advisors

13F Portfolio OverlapQ1 2026Fidelis Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fidelis Wealth Advisors LLC is an institutional investor managing $69M across 11 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 Fidelis Wealth Advisors are ARQ WEALTH ADVISORS,, with shared positions in $GRWG, $MS, $DIS. The full ranking of 1 similar funds is below.

#1ARQ WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$GRWG$MS$DIS
$555M
191 positions

Compare Fidelis 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 Fidelis 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.