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Hedge Funds Similar to 4WEALTH ADVISORS,

13F Portfolio OverlapQ1 20264WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

4WEALTH ADVISORS, INC. is an institutional investor managing $130M across 151 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 4WEALTH ADVISORS, are Brucke Financial,, BLUELINE ADVISORS, NEPC, with shared positions in $USB, $UPST, $COP, $JHG, $SE, $GLDM. The full ranking of 25 similar funds is below.

#1Brucke Financial, Inc.Passive
Notable overlap · 4 shared positions
$USB$UPST$COP$JHG
$197M
166 positions
#2BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$USB$COP$JHG$SE$UPST
$129M
217 positions
#3NEPC LLCSmart money
Notable overlap · 4 shared positions
$USB$UPST$COP$GLDM
$5.0B
51 positions
#4Strategic Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$USB$UPST$COP$GLDM
$2.1B
152 positions
#5Hilton Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$COP$JHG$MCD
$1.3B
129 positions
#6Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$UPST$COP$SE$OKE$USB
$279M
141 positions
#7Cornerstone Financial Management LLCPassive
Notable overlap · 4 shared positions
$USB$UPST$COP$SE
$109M
1,311 positions
#8Cordant, Inc.Active
Notable overlap · 3 shared positions
$USB$UPST$COP
$246M
75 positions
#9Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$USB$UPST$COP
$228M
60 positions
#101834 INVESTMENT ADVISORS COPassive
Notable overlap · 3 shared positions
$USB$UPST$COP
$801M
206 positions
#11WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$USB$UPST$COP$MCD
$350M
95 positions
#12VIAWEALTH, LLCPassive
Notable overlap · 5 shared positions
$USB$JHG$AGQ$COP$BA
$180M
159 positions
#13Advisory Resource GroupPassive
Notable overlap · 5 shared positions
$COP$JHG$OKE$DHR$FITB
$581M
172 positions
#14Quaker Wealth Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$JHG
$320M
972 positions
#1549 WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$UPST$COP$JHG
$1.3B
203 positions
#161 NORTH WEALTH SERVICES LLCPassive
Notable overlap · 5 shared positions
$USB$JHG$OKE$MCD$FITB
$277M
270 positions
#17Stonebridge Capital Advisors LLCPassive
Notable overlap · 4 shared positions
$USB$COP$MCD$BA
$1.4B
211 positions
#18HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$JHG$MCD$ABT
$280M
107 positions
#19Cravens & Co Advisors, LLCActive
Notable overlap · 5 shared positions
$UPST$OKE$USB$BA$ABT
$154M
64 positions
#20WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$SE
$508M
107 positions
#21BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$USB$UPST$COP
$126M
26 positions
#22CVS HEALTH CorpActive
Notable overlap · 3 shared positions
$COP$JHG$USB
$212M
33 positions
#23Marion Wealth ManagementPassive
Notable overlap · 3 shared positions
$USB$COP$UPST
$451M
146 positions
#24Hassell Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$UPST
$298M
28 positions
#25PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Notable overlap · 3 shared positions
$USB$COP$UPST
$1.6B
236 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.