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Hedge Funds Similar to NEW WAVE WEALTH ADVISORS

13F Portfolio OverlapQ1 2026NEW WAVE WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

NEW WAVE WEALTH ADVISORS LLC is an institutional investor managing $288M across 192 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 NEW WAVE WEALTH ADVISORS are MRA Advisory Group, WealthCare Investment Partners,, MinichMacGregor Wealth ,, with shared positions in $SAN, $VRT, $PLTR, $VZ, $SLV, $T. The full ranking of 25 similar funds is below.

#1MRA Advisory GroupPassive
Some overlap · 3 shared positions
$SAN$VRT$PLTR
$245M
142 positions
#2WealthCare Investment Partners, LLCPassive
Some overlap · 4 shared positions
$SAN$VZ$SLV$T
$360M
191 positions
#3MinichMacGregor Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SAN$GEV$T$FCX
$567M
136 positions
#4Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$SAN$GEV$SLV
$386M
187 positions
#5FOCUS Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SAN$GEV$PLTR
$205M
59 positions
#6ARRIEN INVESTMENTS, INC.Smart money
Some overlap · 3 shared positions
$SAN$LRCX$MU
$184M
46 positions
#7Arlington Capital Management, Inc.Passive
Some overlap · 4 shared positions
$SAN$VRT$LRCX$PLTR
$177M
111 positions
#8Capstone Wealth Management Group LLCPassive
Some overlap · 4 shared positions
$SAN$LRCX$VZ$SLV
$163M
123 positions
#9ARS Investment Partners, LLCActive
Some overlap · 8 shared positions
$VRT$MU$LRCX$GEV$WDC$NEM
$1.9B
182 positions
#10HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$SAN$VRT$GEV
$162M
59 positions
#11Williamson Legacy Group, LLCPassive
Some overlap · 7 shared positions
$VRT$MU$LRCX$GEV$WDC$NEM
$133M
81 positions
#12LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$LEN$SAN$MU$GEV
$279M
80 positions
#13Accel Wealth ManagementPassive
Some overlap · 5 shared positions
$SAN$MU$NEM$SLV$PLTR
$383M
290 positions
#14Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$VRT$MU$LRCX$VZ$T$BAC
$160M
124 positions
#15FFG Partners, LLCActive
Some overlap · 4 shared positions
$LEN$VRT$MU$PLTR
$253M
36 positions
#16SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 7 shared positions
$VRT$MU$LRCX$GEV$EME$FCX
$688M
180 positions
#17STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$TSN$GEV$WDC$NEM$__PARK_1390777
$206M
281 positions
#18Maxele Advisors, LLC
Some overlap · 3 shared positions
$SAN$BAC$SLV
$123M
100 positions
#19Investment Research Partners LLCPassive
Some overlap · 4 shared positions
$LEN$VRT$LRCX$VZ
$246M
245 positions
#20Value Aligned Research Advisors, LLCActive
Some overlap · 7 shared positions
$VRT$MU$LRCX$WDC$EME$FCX
$20.7B
107 positions
#21Cassia Capital Partners, LLCActive
Some overlap · 5 shared positions
$LEN$VZ$NEM$T$BAC
$194M
67 positions
#22PANAGORA ASSET MANAGEMENT INCPassive
Some overlap · 8 shared positions
$MU$LRCX$NEM$VRT$__PARK_1390777$BAC
$26.7B
1,159 positions
#23C M BIDWELL & ASSOCIATES LTDPassive
Some overlap · 5 shared positions
$LEN$VRT$LRCX$WDC$__PARK_1390777
$214M
483 positions
#24JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 5 shared positions
$VRT$SAN$MU$LRCX$GEV
$477M
129 positions
#25CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SAN$VZ$BAC$WDC
$463M
177 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.