13F Pro

Hedge Funds Similar to A4 Wealth Advisors

13F Portfolio OverlapQ1 2026A4 Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

A4 Wealth Advisors LLC is an institutional investor managing $122M across 103 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 A4 Wealth Advisors are VCI Wealth, Graetz Wealth, Argos Wealth Advisors,, with shared positions in $VLTO, $IAU, $IBIT, $MAR, $MS, $KO. The full ranking of 25 similar funds is below.

#1VCI Wealth Management LLCPassive
Some overlap · 6 shared positions
$VLTO$IAU$IBIT$MAR$MS$KO
$361M
123 positions
#2Graetz Wealth LLCPassive
Some overlap · 6 shared positions
$VLTO$GLDM$IBIT$DDOG$IAU$TT
$112M
80 positions
#3Argos Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$GLDM$TT$DDOG$IBIT
$348M
202 positions
#4Archer Investment Management, LLCPassive
Some overlap · 6 shared positions
$IAU$IBIT$DDOG$MAR$MS$GLDM
$238M
108 positions
#5PETRA FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$VLTO$IAU$DDOG$AHR
$162M
117 positions
#6NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$IAU$GLDM$IBIT$TGT$KO
$247M
71 positions
#7ONE Advisory Partners, LLCActive
Some overlap · 4 shared positions
$VLTO$IAU$DDOG$MS
$324M
72 positions
#8Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$IAU$DDOG$JHG$LOW$MS$KO
$1.2B
262 positions
#9Brown Financial AdvisorsPassive
Some overlap · 8 shared positions
$GLDM$JHG$LOW$MS$BAC$KO
$264M
209 positions
#10Gradient Investments LLCPassive
Some overlap · 8 shared positions
$GLDM$JHG$LOW$MS$BAC$KO
$6.5B
420 positions
#11WFA of San Diego, LLCPassive
Some overlap · 4 shared positions
$VLTO$GLDM$DDOG$JHG
$125M
404 positions
#12Foresight Group Ltd Liability PartnershipPassive
Some overlap · 4 shared positions
$VLTO$TT$CSX$TMO
$566M
59 positions
#13American Investment Services, Inc.Active
Some overlap · 4 shared positions
$IAU$GLDM$DDOG$MAR
$448M
132 positions
#14CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DDOG$IAU$IBIT$GLDM
$107M
50 positions
#15RCS Financial Planning, LLCPassive
Some overlap · 4 shared positions
$IAU$VLTO$DDOG$CSX
$193M
98 positions
#16Paladin Wealth, LLCPassive
Some overlap · 7 shared positions
$GLDM$JHG$LOW$MS$KO$TGT
$145M
125 positions
#17Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$GLDM$IBIT
$169M
68 positions
#18Timonier Family Office, LTD.
Some overlap · 5 shared positions
$IAU$DDOG$MAR$LOW$DUK
$315M
56 positions
#19Avid Wealth Partners LLCActive
Some overlap · 5 shared positions
$GLDM$IBIT$DDOG$JHG$BAC
$212M
71 positions
#20Principia Wealth Advisory, LLC
Some overlap · 3 shared positions
$IAU$GLDM$IBIT
$160M
1,015 positions
#21LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$VLTO$IAU$DUK$TGT
$135M
83 positions
#22Beckerman Institutional, LLCPassive
Some overlap · 6 shared positions
$GLDM$IAU$MAR$MS$BAC$KO
$188M
121 positions
#23Sone Capital Management, LLCPassive
Some overlap · 3 shared positions
$VLTO$TT$TMO
$1.2B
101 positions
#24Hudson Oak Wealth Advisory LLCActive
Some overlap · 3 shared positions
$IAU$GLDM$DDOG
$115M
52 positions
#25Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$IAU$GLDM$JHG$MAR
$154M
545 positions

Compare A4 Wealth Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View A4 Wealth Advisors’s holdings

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.