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Hedge Funds Similar to Proactive Wealth Strategies

13F Portfolio OverlapQ1 2026Proactive Wealth Strategies portfolio →
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Most similar hedge funds by 13F overlap

Proactive Wealth Strategies LLC is an institutional investor managing $532M across 210 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 Proactive Wealth Strategies are Entruity Wealth,, Accordant Advisory Group, HC Advisors,, with shared positions in $PSLV, $PHYS, $FITB, $REGN, $KO, $AMN. The full ranking of 25 similar funds is below.

#1Entruity Wealth, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$FITB
$147M
46 positions
#2Accordant Advisory Group IncPassive
Notable overlap · 3 shared positions
$PSLV$PHYS$REGN
$161M
238 positions
#3HC Advisors, LLCActive
Notable overlap · 4 shared positions
$PSLV$PHYS$FITB$KO
$149M
60 positions
#4Basepoint Wealth LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$FITB
$175M
643 positions
#5Capital Wealth Alliance, LLCActive
Notable overlap · 3 shared positions
$PSLV$PHYS$AMN
$221M
93 positions
#6SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 5 shared positions
$PHYS$REGN$AMN$PANW$PSLV
$482M
173 positions
#7Grand Central Investment GroupActive
Notable overlap · 3 shared positions
$PSLV$PHYS$NET
$135M
44 positions
#8Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$PHYS$REGN$AMN
$126M
74 positions
#9Howard Capital Management Group, LLCActive
Some overlap · 5 shared positions
$VMC$PANW$KO$TJX$AMGN
$1.5B
143 positions
#10VanWeelden Wealth Management, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$KO
$125M
31 positions
#11Robocap Asset Management LtdActive
Some overlap · 4 shared positions
$PANW$NET$CRWD$AMD
$94M
23 positions
#12October Effect LtdPassive
Some overlap · 4 shared positions
$PSLV$FITB$AMD$MAR
$87M
64 positions
#13IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$AMD
$278.4B
5,950 positions
#14Pacific Sage Partners, LLCActive
Some overlap · 4 shared positions
$PHYS$PSLV$PANW$AMGN
$636M
121 positions
#15Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$AMN$PANW$MDT$AMGN$TJX
$752M
61 positions
#16Cedrus Wealth Group LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$FITB
$90M
48 positions
#17ROI Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PANW$FITB$KO$ANET
$167M
66 positions
#18Lunt Capital Management, Inc.Active
Some overlap · 3 shared positions
$PANW$REGN$MAR
$260M
97 positions
#19Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$KO$OTIS$MDT
$5.8B
143 positions
#20Westview Management dba Westview Investment AdvisorsPassive
Some overlap · 4 shared positions
$PHYS$PANW$AMD$TJX
$192M
70 positions
#21Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PHYS$KO$ANET
$155M
72 positions
#22Banco BTG Pactual S.A.Passive
Some overlap · 4 shared positions
$PSLV$AMD$MAR$CRWD
$1.1B
185 positions
#23Quilter PlcActive
Some overlap · 4 shared positions
$PANW$KO$AMD$MAR
$5.7B
124 positions
#24Randolph Co IncActive
Some overlap · 3 shared positions
$PANW$MDT$PSLV
$1.0B
43 positions
#25GuoLine Advisory Pte LtdActive
Some overlap · 3 shared positions
$REGN$PANW$CRWD
$956M
24 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.