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Hedge Funds Similar to Drucker Wealth 3.0,

13F Portfolio OverlapQ1 2026Drucker Wealth 3.0, portfolio →
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Most similar hedge funds by 13F overlap

Drucker Wealth 3.0, LLC is an institutional investor managing $632M across 289 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 Drucker Wealth 3.0, are Guilbault, Tandem Investment Partners, Argo Wealth Advisory,, with shared positions in $REGN, $HUM, $PM, $KO, $MAR, $USB. The full ranking of 25 similar funds is below.

#1Guilbault Capital LLCPassive
Notable overlap · 4 shared positions
$REGN$HUM$PM$KO
$91M
67 positions
#2Tandem Investment Partners LLCPassive
Notable overlap · 5 shared positions
$REGN$HUM$MAR$USB$NEE
$118M
73 positions
#3Argo Wealth Advisory, LLCActive
Notable overlap · 4 shared positions
$REGN$HUM$MAR$NEE
$170M
48 positions
#4CORA CAPITAL ADVISORS LLCActive
Notable overlap · 4 shared positions
$REGN$HUM$MAR$TXN
$302M
134 positions
#5Evergreen Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$REGN$HUM$KKR
$194M
54 positions
#6AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 6 shared positions
$REGN$PM$SE$GMM$USB$KO
$206M
97 positions
#7Anson Capital, Inc.Passive
Some overlap · 4 shared positions
$REGN$HUM$KKR$USB
$146M
90 positions
#8CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$HUM$KKR$MAR$PM$KO$GRMN
$105M
80 positions
#9Paragon Capital Management LtdActive
Some overlap · 3 shared positions
$REGN$HUM$TXN
$476M
199 positions
#10Certified Advisory CorpPassive
Some overlap · 5 shared positions
$REGN$KKR$MAR$TXN$USB
$1.1B
318 positions
#11Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$REGN$KKR$HUM$SCCO
$126M
74 positions
#12INVESTMENT ADVISORY SERVICES INC /TX /ADVPassive
Some overlap · 3 shared positions
$REGN$HUM$KO
$314M
130 positions
#13CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 5 shared positions
$REGN$MAR$NEE$KKR$USB
$149M
96 positions
#14McGlone Suttner Wealth Management, Inc.Active
Some overlap · 6 shared positions
$HUM$KKR$AMAT$USB$KO$PM
$755M
189 positions
#15Ballast, Inc.Active
Some overlap · 4 shared positions
$REGN$KKR$MAR$TXN
$432M
133 positions
#16Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$REGN$HUM$NEE
$1.8B
613 positions
#17Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$REGN$USB$NEE
$200M
119 positions
#18Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$REGN$HUM$PM
$426M
229 positions
#19Post Resch Tallon Group Inc.Passive
Some overlap · 3 shared positions
$REGN$HUM$GMM
$124M
120 positions
#20Marble Wealth, LLCPassive
Some overlap · 5 shared positions
$HUM$REGN$TKO$AMAT$KO
$571M
222 positions
#21W ADVISORS, LLCPassive
Some overlap · 6 shared positions
$HUM$MAR$KKR$KO$NEE$PM
$195M
141 positions
#22SWAN Capital LLCPassive
Some overlap · 5 shared positions
$HUM$KKR$MAR$USB$KMI
$272M
554 positions
#2321 West Wealth Management LLCPassive
Some overlap · 5 shared positions
$HUM$KKR$SE$USB$AMAT
$108M
63 positions
#24Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$KKR$MAR$USB
$745M
219 positions
#25Decker Wealth Management LLCPassive
Some overlap · 3 shared positions
$REGN$KKR$HUM
$441M
105 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.