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Hedge Funds Similar to Financial Network Wealth Advisors

13F Portfolio OverlapQ2 2026Financial Network Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Financial Network Wealth Advisors LLC is an institutional investor managing $99M across 858 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Network Wealth Advisors are Powerhouse Assets, DEARBORN PARTNERS, CINCINNATI FINANCIAL, with shared positions in $MCD, $STT, $DOV, $APH, $TJX, $SNA. The full ranking of 25 similar funds is below.

#1Powerhouse Assets LLCSmart money
Some overlap · 5 shared positions
$MCD$STT$DOV$APH$TJX
$123M
57 positions
#2DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$MCD$SNA$APH$ABT$VZ
$1.8B
269 positions
#3CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$MCD$SNA$DOV$MMM$TJX$ABT
$5.2B
56 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$MCD$STT$ABT$WFC
$108M
52 positions
#5Ascension Capital Advisors, Inc.Active
Some overlap · 7 shared positions
$MMM$MCD$ABT$DOV$GLDM$APH
$356M
97 positions
#6Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$MCD$APH$ABT$VZ
$513M
70 positions
#7Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$MCD$DOV$ABT$MMM
$277M
87 positions
#8InvesTrustPassive
Some overlap · 5 shared positions
$MCD$WFC$MMM$VZ$BA
$260M
95 positions
#9FARMERS TRUST CO
Some overlap · 4 shared positions
$MCD$STT$MMM$VZ
$637M
203 positions
#10Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$SNA$ABT$VZ
$455M
57 positions
#11ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$SNA$ABT$BA
$878M
73 positions
#12American National Bank of TexasActive
Some overlap · 5 shared positions
$STT$DOV$GLDM$MCD$ABT
$110M
56 positions
#13Wallace Advisory Group, LLCPassive
Some overlap · 7 shared positions
$GLDM$DOV$VZ$WFC$ASML$APH
$106M
134 positions
#14MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$STT$SNA$MCD$VZ
$3.8B
152 positions
#15KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MCD$APH$ABT$VZ$MMM
$1.5B
228 positions
#16BENJAMIN EDWARDS INCPassive
Some overlap · 6 shared positions
$APH$GLDM$MCD$VZ$SNA$TJX
$11.0B
1,425 positions
#17BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$MCD$MMM$ABT$BA
$263M
90 positions
#18BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$MCD$ABT$MMM$VZ
$138M
208 positions
#19DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$STT$WFC$MMM$ABT$BA
$530M
92 positions
#20Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$STT$WFC$MMM$ABT$BA
$797M
110 positions
#21CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$MCD$DOV$MMM$ABT$TJX
$6.9B
64 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$MCD$STT$ABT$TJX
$321M
107 positions
#23LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$MCD$MMM$ABT$TJX$BA
$573M
129 positions
#244WEALTH ADVISORS, INC.Passive
Some overlap · 5 shared positions
$MCD$GLDM$ABT$MMM$BA
$130M
151 positions
#25Stonehage Fleming Financial Services Holdings LtdActive
Some overlap · 4 shared positions
$MCD$APH$DOV$TJX
$2.9B
215 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.