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Hedge Funds Similar to Wealth Associates,

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

Wealth Management Associates, Inc. is an institutional investor managing $290M across 234 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 Wealth Associates, are SBI Securities , Ltd., Disciplined Equity ,, IBEX WEALTH ADVISORS, with shared positions in $KKR, $PLTR, $MAR, $WT, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1SBI Securities Co., Ltd.Passive
Some overlap · 6 shared positions
$KKR$PLTR$MAR$WT$VZ$PFE
$3.6B
4,018 positions
#2Disciplined Equity Management, Inc.Active
Some overlap · 6 shared positions
$PLTR$KMI$T$VZ$CRWD$PFE
$199M
44 positions
#3IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$KMI$T$VZ$PFE
$1.1B
203 positions
#4SILVERLAKE WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$KKR$T$VZ$KMI$PFE$IAU
$479M
377 positions
#5Gallagher Capital Advisors, LLCActive
Some overlap · 6 shared positions
$KKR$SNOW$PLTR$VZ$PFE$MS
$148M
65 positions
#6Grange Capital, LLCActive
Some overlap · 4 shared positions
$KKR$PLTR$GSAT$WT
$100M
46 positions
#7Sterling Investment Advisors, Ltd.Passive
Some overlap · 6 shared positions
$KMI$KKR$PLTR$GSAT$CRWD$PFE
$552M
212 positions
#8Arsenal Capital Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$KKR$WT$MS
$138M
98 positions
#9Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$PLTR$KKR$VZ$WT$KMI
$164M
104 positions
#10OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$PLTR$KMI$MAR$VZ
$311M
318 positions
#11HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$KKR$WT$MAR
$238M
142 positions
#12Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 6 shared positions
$KKR$SNOW$T$BAC$WT$MS
$123M
111 positions
#13Mascagni Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$PLTR$KKR$SNOW$MAR$CRWD
$140M
127 positions
#14Lynx Investment AdvisoryPassive
Some overlap · 7 shared positions
$KKR$SNOW$VZ$PFE$APA$IAU
$209M
181 positions
#15Capital Advisors Wealth Management, LLCPassive
Some overlap · 6 shared positions
$KKR$SNOW$MAR$PLTR$IAU$CRWD
$745M
219 positions
#16Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$KMI$CRWD$IAU
$701M
261 positions
#17NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$KKR$T$VZ$PEG$BAC
$786M
99 positions
#18Oak Harvest Investment ServicesPassive
Some overlap · 4 shared positions
$KKR$KMI$MAR$MS
$958M
176 positions
#19SWEENEY & MICHEL, LLCActive
Some overlap · 6 shared positions
$KKR$KMI$VZ$BAC$MS$WT
$340M
145 positions
#20Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$KMI$T$CRWD
$88M
65 positions
#21Nova Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$PLTR$GSAT$MAR$IAU$WT
$154M
545 positions
#22Ethos Capital Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$SNOW$T$MAR
$117M
56 positions
#23Ranch Capital Advisors Inc.Passive
Some overlap · 5 shared positions
$KKR$T$VZ$PFE$MS
$277M
154 positions
#24Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 7 shared positions
$PLTR$MAR$CRWD$WT$MS$KKR
$144M
387 positions
#25M.E. ALLISON & CO., INC.Passive
Some overlap · 5 shared positions
$KKR$T$VZ$MAR$PFE
$151M
193 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.