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Hedge Funds Similar to 4WEALTH ADVISORS

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to 4WEALTH ADVISORS are CINCINNATI INSURANCE, KANAWHA, ABSHER WEALTH, with shared positions in $MCD, $ABT, $PEP, $QCOM, $MMM, $BA. The full ranking of 25 similar funds is below.

#1CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$MCD$ABT$PEP$QCOM$MMM
$6.9B
64 positions
#2KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MCD$ABT$PEP$QCOM$MMM
$1.5B
228 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MCD$BA$ABT$PEP$LULU
$878M
73 positions
#4Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$MCD$ABT$QCOM$PEP$CW
$455M
57 positions
#5DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$MCD$ABT$QCOM$PEP
$235M
96 positions
#6Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$MCD$ABT$PEP$QCOM
$108M
52 positions
#7Boit C F DavidPassive
Some overlap · 4 shared positions
$MCD$QCOM$ABT$PEP
$238M
85 positions
#8PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$MCD$QCOM$ABT$PEP
$1.2B
103 positions
#9Schrum Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$MCD$ABT$PEP$GIS
$97M
109 positions
#10Brookmont Capital ManagementActive
Some overlap · 4 shared positions
$MCD$ABT$QCOM$PEP
$186M
61 positions
#11BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$MCD$QCOM$ABT$PEP
$2.5B
270 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$MCD$QCOM$PEP$ABT
$1.3B
97 positions
#13Financial Network Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$MCD$GLDM$ABT$MMM$BA
$99M
858 positions
#14Philip James Wealth Mangement, LLCActive
Some overlap · 4 shared positions
$ABT$QCOM$PEP$GIS
$888M
151 positions
#15Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$QCOM$PEP$ABT
$467M
118 positions
#16B&D White Capital Company, LLCActive
Some overlap · 5 shared positions
$MCD$ABT$PEP$LULU$GIS
$1.0B
94 positions
#17DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$BA$ABT$PEP$MMM
$530M
92 positions
#18Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$ABT$PEP$MMM
$797M
110 positions
#19GRAYBILL WEALTH MANAGEMENT, LTD.
Some overlap · 4 shared positions
$BA$ABT$PEP$NOW
$372M
82 positions
#20Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 5 shared positions
$MCD$ABT$PEP$QCOM$MMM
$277M
87 positions
#21Smart Portfolios, LLC
Some overlap · 4 shared positions
$MCD$BA$PEP$ABT
$100M
99 positions
#22Beaumont Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$CEF$ABT
$1.6B
383 positions
#23Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$ABT$MCD$PEP$MMM
$1.1B
204 positions
#24Borer Denton & Associates, Inc.Passive
Some overlap · 4 shared positions
$ABT$MCD$PEP$QCOM
$305M
74 positions
#25First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$ABT$QCOM$PEP$MCD
$1.4B
73 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.