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Hedge Funds Similar to Bestgate Wealth Advisors,

13F Portfolio OverlapQ1 2026Bestgate Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Bestgate Wealth Advisors, LLC is an institutional investor managing $55M across 45 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 Bestgate Wealth Advisors, are Center For Asset, Ifrah Financial Services,, Pacific Excel Wealth Advisors,, with shared positions in $SE, $NTRB, $UNIT, $VZ, $USB, $NEE. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive
Notable overlap · 6 shared positions
$SE$NTRB$UNIT$VZ$USB$NEE
$201M
144 positions
#2Ifrah Financial Services, Inc.Passive
Some overlap · 3 shared positions
$SE$UNIT$NTRB
$378M
200 positions
#3Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$SE$NTRB$UNIT$ASML
$95M
140 positions
#4TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$UNIT$SE$NTRB$USB
$144M
65 positions
#5AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$UNIT$SE$NTRB$USB
$206M
97 positions
#6ASSETMARK, INCPassive
Some overlap · 5 shared positions
$UNIT$NTRB$SE$VZ$USB
$49.0B
3,443 positions
#7Gladwyn Financial Advisors, Inc.Active
Some overlap · 6 shared positions
$UNIT$NTRB$USB$NEE$SE$VZ
$160M
82 positions
#8Shakespeare Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$UNIT$MAR$HON
$422M
98 positions
#9Coquina Private Wealth LLCActive
Some overlap · 6 shared positions
$UNIT$NTRB$NEE$PANW$MAR$VZ
$124M
96 positions
#10Strategic Investment Advisors / MIPassive
Some overlap · 5 shared positions
$SE$UNIT$NTRB$VZ$USB
$1.4B
386 positions
#11rebel Financial LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$USB
$231M
65 positions
#12Traveka Wealth, LLCPassive
Some overlap · 3 shared positions
$SE$UNIT$ASML
$262M
186 positions
#13LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$NTRB$VZ$PANW$DUK$USB$CRM
$135M
83 positions
#14Clarity Financial LLCActive
Some overlap · 5 shared positions
$NTRB$PANW$VZ$DUK$CRM
$919M
118 positions
#15WAYSTONE ADVISORS LLCPassive
Some overlap · 4 shared positions
$UNIT$NTRB$SE$PANW
$112M
101 positions
#16Odyssey Capital Advisors, Inc.Passive
Some overlap · 5 shared positions
$SE$MAR$PANW$USB$AXP
$112M
97 positions
#17Praetorian Wealth Management, Inc.Active
Some overlap · 4 shared positions
$UNIT$NTRB$MAR$USB
$526M
77 positions
#18Monument Group Wealth Advisors, LLCSmart money
Some overlap · 3 shared positions
$UNIT$SE$NTRB
$180M
43 positions
#19EXENCIAL WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$UNIT$USB$NEE$ASML$HON
$3.2B
563 positions
#20Thomasville National Bank
Some overlap · 6 shared positions
$PANW$ASML$DUK$USB$AXP$CRM
$1.6B
235 positions
#21Evolutionary Tree Capital Management, LLCPassive
Some overlap · 3 shared positions
$SE$PANW$MELI
$53M
26 positions
#22THEORY FINANCIAL LLCPassive
Some overlap · 3 shared positions
$UNIT$SE$MAR
$285M
94 positions
#23DOVER ADVISORS, LLCPassive
Some overlap · 6 shared positions
$PANW$ASML$DUK$NEE$AXP$HON
$242M
159 positions
#24NorthStar Asset Management LLC /NJ/Active
Some overlap · 5 shared positions
$SE$PANW$CRM$UNIT$VZ
$207M
96 positions
#25Foster Group, Inc.Active
Some overlap · 5 shared positions
$UNIT$SE$NEE$AXP$USB
$3.4B
284 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.