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Hedge Funds Similar to Proactive Wealth Strategies

13F Portfolio OverlapQ2 2026Proactive Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Proactive Wealth Strategies LLC is an institutional investor managing $623M across 222 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Proactive Wealth Strategies are Stony Point Wealth, Hurley, Alpha Advisors, with shared positions in $VMC, $CRWD, $ANET, $BX, $MAR, $PSLV. The full ranking of 25 similar funds is below.

#1Stony Point Wealth Management Inc.Passive
Notable overlap · 5 shared positions
$VMC$CRWD$ANET$BX$MAR
$283M
103 positions
#2Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$BX
$193M
678 positions
#3Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$PSLV$PHYS$DELL
$137M
50 positions
#4Pacific Sage Partners, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$AMGN
$772M
144 positions
#5Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$NEE
$175M
632 positions
#6Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$PSLV$PHYS$NET
$120M
40 positions
#7RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$CRWD$NET$MDT$SYM$SNOW
$540M
85 positions
#8WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$CRWD$ANET$NET$TJX$NEE$SNOW
$263M
78 positions
#9MATRIX PRIVATE CAPITAL GROUP LLCActive
Some overlap · 4 shared positions
$PHYS$BX$MAR$EMR
$230M
143 positions
#10GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$CRWD$NET$ANET$CRWV$SNOW
$334M
40 positions
#11Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$AMGN
$809M
259 positions
#12Howard Capital Management Group, LLCActive
Some overlap · 4 shared positions
$VMC$BX$TJX$AMGN
$1.7B
144 positions
#13Putney Financial Group LLCActive
Some overlap · 5 shared positions
$CRWD$NET$ANET$DELL$NEE
$111M
78 positions
#14Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$KMB
$115M
51 positions
#15Lantern Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$BX$CRWD$TJX$MDT$NEE
$232M
197 positions
#16Meridiem Capital Partners LPPassive
Some overlap · 5 shared positions
$NET$MDT$ANET$DELL$SNOW
$2.2B
85 positions
#17True Vision MN LLC
Some overlap · 3 shared positions
$CRWD$VMC$ANET
$194M
98 positions
#18GFG Capital, LLCPassive
Some overlap · 3 shared positions
$CRWD$BX$DELL
$381M
89 positions
#19SouthState Bank CorpPassive
Some overlap · 5 shared positions
$PHYS$DELL$TJX$BX$NEE
$2.4B
1,313 positions
#20Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$PHYS$MDT$AMGN$EMR
$253M
139 positions
#21Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 4 shared positions
$CRWD$NET$KMB$AMGN
$703M
160 positions
#22Decker Wealth Management LLCActive
Some overlap · 4 shared positions
$CRWD$MDT$AMGN$TJX
$493M
122 positions
#23PeakShares LLCActive
Some overlap · 4 shared positions
$CRWD$ANET$DELL$TJX
$134.4B
122 positions
#24Robbins FarleyPassive
Some overlap · 5 shared positions
$CRWD$ANET$DELL$TJX$NEE
$262M
158 positions
#25Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$CRWD$NET$EMR$SNOW
$917M
38 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.