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Hedge Funds Similar to Broadway Wealth Solutions,

13F Portfolio OverlapQ1 2026Broadway Wealth Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Broadway Wealth Solutions, Inc. is an institutional investor managing $214M across 92 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 Broadway Wealth Solutions, are Ascension Advisors,, Avantax Planning Partners,, ForthRight Wealth ,, with shared positions in $FHI, $IBM, $TJX, $XYZ, $AMN, $MCHP. The full ranking of 25 similar funds is below.

#1Ascension Capital Advisors, Inc.Active
Substantial overlap · 3 shared positions
$FHI$IBM$TJX
$318M
82 positions
#2Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$XYZ$AMN$IBM
$3.6B
435 positions
#3ForthRight Wealth Management, LLCActive
Notable overlap · 3 shared positions
$XYZ$AMN$IBM
$353M
75 positions
#4Rice Partnership, LLCActive
Some overlap · 3 shared positions
$XYZ$IBM$TJX
$732M
178 positions
#5INCOME RESEARCH & MANAGEMENTActive
Some overlap · 3 shared positions
$XYZ$MCHP$UBER
$169M
26 positions
#6Avory & Company, LLCActive
Some overlap · 3 shared positions
$XYZ$IAU$CRM
$77M
34 positions
#7Stegent Equity Advisors, Inc.Passive
Some overlap · 4 shared positions
$FHI$AMN$IAU$INTU
$117M
101 positions
#8Hills Bank & Trust CoActive
Some overlap · 4 shared positions
$FHI$XYZ$PANW$TJX
$2.1B
355 positions
#9Centerline Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$XYZ$IBM$IAU$INTC
$278M
73 positions
#10Signature Equity Partners, LLCPassive
Some overlap · 3 shared positions
$FHI$AMN$CRM
$186M
1,550 positions
#11Hamilton Point Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$AMN$IBM$ACN$IAU$TJX$CRM
$649M
186 positions
#12Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$AMN$XYZ$TJX
$242M
112 positions
#13Ravenswood Partners LPPassive
Some overlap · 4 shared positions
$XYZ$UBER$TJX$INTU
$271M
35 positions
#14MFA WEALTH ADVISORS, LLCActive
Some overlap · 5 shared positions
$AMN$PANW$FHI$IAU$TJX
$508M
88 positions
#15Meridiem Capital Partners LPPassive
Some overlap · 5 shared positions
$XYZ$PANW$INTC$CRM$INTU
$1.5B
64 positions
#16CURIO WEALTH, LLCActive
Some overlap · 4 shared positions
$AMN$IBM$IAU$TJX
$293M
1,255 positions
#17ABLE Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMN$FHI$IAU
$511M
206 positions
#18Meritas Wealth Management, LLCActive
Some overlap · 4 shared positions
$AMN$MRSH$CRM$IBM
$221M
60 positions
#19Atala Financial IncPassive
Some overlap · 6 shared positions
$AMN$IBM$ACN$IAU$TJX$CRM
$149M
117 positions
#20Platform Wealth Management, LLC
Some overlap · 4 shared positions
$AMN$ACN$TJX$CRM
$376M
60 positions
#21Greater Midwest Financial Group, LLCPassive
Some overlap · 4 shared positions
$AMN$PANW$INTU$IBM
$186M
65 positions
#22ENZI WEALTHActive
Some overlap · 4 shared positions
$AMN$PANW$INTC$IBM
$288M
71 positions
#23Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$AMN$IBM$MCHP
$168M
121 positions
#24Approach Retirement Advisors, LLCActive
Some overlap · 3 shared positions
$AMN$IBM$IAU
$120M
79 positions
#25Carmignac GestionActive
Some overlap · 3 shared positions
$XYZ$ACN$CRM
$6.5B
112 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.