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Hedge Funds Similar to LeConte Wealth ,

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

LeConte Wealth Management, LLC is an institutional investor managing $155M across 152 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 LeConte Wealth , are Global Wealth Investment Advisory,, EDGAR LOMAX /VA, BROOKS, MOORE & ASSOCIATES,, with shared positions in $USB, $SO, $NET, $KO, $CRWD, $DUK. The full ranking of 25 similar funds is below.

#1Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$USB$SO$NET$KO$CRWD$DUK
$638M
158 positions
#2EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$SO$KO$ABT$NEE$DUK
$1.4B
56 positions
#3BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$USB$SO$KO$ABT$NEE$DUK
$199M
110 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$USB$PLTR$CRWD$PANW$VRT$AMAT
$172M
76 positions
#5Uniting Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$USB$PLTR$KO$DUK$PM$NEE
$470M
205 positions
#6RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$USB$PLTR$KO$CRWD$PANW
$116M
116 positions
#7Fund Advisors of America Inc/FLPassive
Some overlap · 5 shared positions
$USB$PLTR$NET$PM$DUK
$99M
118 positions
#8Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$PLTR$NET$CRWD$VRT
$701M
261 positions
#9CFO CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$PLTR$SO$ABT$PANW$AMAT$DUK
$121M
104 positions
#10Thomasville National Bank
Some overlap · 6 shared positions
$USB$PM$KO$PANW$SO$DUK
$1.6B
235 positions
#11Counterweight Ventures, LLCPassive
Some overlap · 5 shared positions
$USB$PLTR$KO$PANW$DUK
$178M
80 positions
#12Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$USB$SO$KO$PM$NEE
$303M
121 positions
#13Cravens & Co Advisors, LLCActive
Some overlap · 5 shared positions
$USB$NET$SMBK$PM$ABT
$154M
64 positions
#14CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 6 shared positions
$PLTR$KO$ABT$PANW$AMAT$NEE
$716M
261 positions
#15Inman Jager Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$PLTR$SO$KO
$171M
84 positions
#16Kentucky Trust CoPassive
Some overlap · 5 shared positions
$USB$SO$KO$AMAT$DUK
$191M
311 positions
#17FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 5 shared positions
$USB$SO$KO$NEE$DUK
$1.5B
235 positions
#18Davidson Capital Management Inc.Active
Some overlap · 6 shared positions
$USB$PANW$FTNT$VRT$NEE$DUK
$552M
93 positions
#19Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLTR$NET$KO$PM$CRWD
$679M
185 positions
#20VOYA INVESTMENT MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NET$KO$PLTR$CRWD$AMAT$NEE
$96.1B
2,348 positions
#21Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$PLTR$CRWD$PANW$NEE
$363M
117 positions
#22CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 5 shared positions
$USB$PLTR$PANW$AMAT$NEE
$60M
36 positions
#23Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$USB$SO$KO$DUK$PM
$284M
125 positions
#24DB&C Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$SO$KO$VRT$DUK
$77M
67 positions
#25Castle Rock Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PLTR$NET$KO$PANW$VRT
$462M
262 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.