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Hedge Funds Similar to ADAPT WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026ADAPT WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

ADAPT WEALTH ADVISORS, LLC is an institutional investor managing $276M across 106 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 ADAPT WEALTH ADVISORS, are LEGACY FINANCIAL INDEPENDENT ADVISORS, SHUFRO ROSE &, FWL INVESTMENT ,, with shared positions in $ALPS, $DUK, $WM, $SO, $GLW, $USB. The full ranking of 25 similar funds is below.

#1LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Notable overlap · 4 shared positions
$ALPS$DUK$WM$SO
$192M
113 positions
#2SHUFRO ROSE & CO LLCActive
Notable overlap · 3 shared positions
$ALPS$GLW$USB
$1.5B
307 positions
#3FWL INVESTMENT MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$ALPS$GSAT$MU$USB
$456M
346 positions
#4Black Swift Group, LLCActive
Notable overlap · 3 shared positions
$GSAT$SHW$DUK
$571M
117 positions
#5RS CRUM INC.Active
Notable overlap · 4 shared positions
$ALPS$SO$MU$HUM
$517M
102 positions
#6SURIENCE PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$ALPS$SHW$USB
$93M
40 positions
#7SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$ALPS$SHW$WM$USB
$191M
88 positions
#8Payne Capital Management, LLCActive
Some overlap · 4 shared positions
$GSAT$ALPS$MU$GLW
$331M
79 positions
#9Lake Hills Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$GSAT$HUM
$179M
62 positions
#10Decker Wealth Management LLCPassive
Some overlap · 4 shared positions
$GSAT$WM$HUM$DUK
$441M
105 positions
#11Investment Partners Asset Management, Inc.Passive
Some overlap · 4 shared positions
$GSAT$DUK$SO$MU
$162M
163 positions
#12Curran Financial Partners, LLCActive
Some overlap · 4 shared positions
$GSAT$SHW$HUM$USB
$559M
127 positions
#13Payne Capital LLCPassive
Some overlap · 3 shared positions
$ALPS$SHW$USB
$109M
55 positions
#14Hamilton Wealth, LLCActive
Some overlap · 3 shared positions
$ALPS$SHW$HUM
$1.4B
114 positions
#15IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$ALPS$GSAT$USB
$310M
45 positions
#16Fortis Advisors, LLCPassive
Some overlap · 6 shared positions
$GSAT$ALPS$HUM$SO$GLW$USB
$200M
119 positions
#17Madrona Financial Services, LLCActive
Some overlap · 4 shared positions
$GSAT$SHW$MU$HUM
$457M
123 positions
#18RATIONAL ADVISORS, INC.Active
Some overlap · 4 shared positions
$GSAT$SO$HUM$USB
$980M
179 positions
#19Taylor Securities Services, Inc.Smart money
Some overlap · 4 shared positions
$GSAT$SHW$TFC$USB
$214M
55 positions
#20TT Capital Management LLCActive
Some overlap · 4 shared positions
$ALPS$DUK$FSK$OTF
$121M
73 positions
#21IAM Advisory, LLCActive
Some overlap · 4 shared positions
$SHW$GSAT$WM$USB
$446M
95 positions
#22Madrid Financial ServicesActive
Some overlap · 3 shared positions
$GSAT$USB$ALPS
$169M
26 positions
#23Bright Futures Wealth Management, LLC.Passive
Some overlap · 4 shared positions
$SHW$DUK$GSAT$MU
$146M
188 positions
#24Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$ALPS$WM$HUM$USB
$180M
359 positions
#25Old Port AdvisorsPassive
Some overlap · 4 shared positions
$ALPS$GSAT$WM$GLW
$434M
239 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.