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Hedge Funds Similar to Financial Network Wealth Advisors

13F Portfolio OverlapQ1 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 $98M across 772 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 Financial Network Wealth Advisors are Revisor Wealth, InvesTrust, Gibbs Wealth, with shared positions in $MCD, $GMM, $USB, $KO, $WFC, $JHG. The full ranking of 25 similar funds is below.

#1Revisor Wealth Management LLCPassive
Some overlap · 6 shared positions
$MCD$GMM$USB$KO$WFC$JHG
$362M
327 positions
#2InvesTrustPassive
Some overlap · 7 shared positions
$MCD$KKR$USB$KO$VZ$WFC
$238M
91 positions
#3Gibbs Wealth ManagementPassive
Some overlap · 8 shared positions
$GMM$USB$SE$SOLV$VZ$MCD
$762M
433 positions
#4KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$MCD$USB$KO$ABT$APH$VZ
$1.4B
221 positions
#5Portside Wealth Group, LLCPassive
Some overlap · 7 shared positions
$GMM$USB$SE$ABNB$VZ$SOLV
$738M
464 positions
#6CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$MCD$SNA$USB$VZ$MMM$DOV
$5.0B
55 positions
#7Collaborative Wealth Managment Inc.Passive
Some overlap · 5 shared positions
$MCD$KKR$GMM$SOLV$GLDM
$218M
162 positions
#8Detalus Advisors, LLCActive
Some overlap · 7 shared positions
$GMM$USB$SE$GLDM$JHG$ABT
$438M
186 positions
#9CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$MCD$GMM$SE$VZ
$971M
146 positions
#10Coordinated Financial Services, Inc.Passive
Some overlap · 7 shared positions
$KKR$USB$SE$BRZE$LEN$WFC
$174M
176 positions
#11BENJAMIN EDWARDS INCPassive
Some overlap · 6 shared positions
$MCD$SNA$USB$GLDM$APH$VZ
$10.1B
1,352 positions
#12PCB Capital LLCPassive
Some overlap · 6 shared positions
$GMM$USB$BRZE$APH$VZ$WFC
$63M
101 positions
#134WEALTH ADVISORS, INC.Passive
Some overlap · 6 shared positions
$MCD$USB$SE$GLDM$ABT$JHG
$117M
142 positions
#14DEARBORN PARTNERS LLCActive
Some overlap · 5 shared positions
$MCD$SNA$ABT$APH$VZ
$1.8B
269 positions
#15ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$GMM$SE$SOLV$VZ$WFC$JHG
$2.5B
901 positions
#16Inman Jager Wealth Management, LLCPassive
Some overlap · 6 shared positions
$MCD$USB$KO$GMM$VZ$MMM
$171M
84 positions
#17MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$USB$KO$ABT$MMM
$409M
127 positions
#18Churchill Financial Advisors, LLCActive
Some overlap · 4 shared positions
$MCD$GMM$GLDM$KO
$476M
123 positions
#19Wallace Advisory Group, LLCPassive
Some overlap · 7 shared positions
$USB$GLDM$BRZE$GMM$VZ$WFC
$94M
123 positions
#20Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 7 shared positions
$KKR$USB$MCD$VZ$BRZE$SNA
$462M
228 positions
#21RMR Capital Management, LLCActive
Some overlap · 5 shared positions
$MCD$USB$ABT$KO$KKR
$138M
75 positions
#22RIA Advisory Group LLCPassive
Some overlap · 5 shared positions
$MCD$USB$KO$MMM$WFC
$421M
145 positions
#23BROADWATER CAPITAL MANAGEMENT LLC
Some overlap · 5 shared positions
$MCD$KO$ABT$VZ$MMM
$134M
211 positions
#24Safe Harbor Wealth Advisors, LLC
Some overlap · 6 shared positions
$MCD$GLDM$KO$ABT$APH$JHG
$103M
96 positions
#25CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$MCD$USB$ABT$MMM$DOV
$6.6B
63 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.