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Hedge Funds Similar to American Wealth Advisors,

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

American Wealth Advisors, LLC is an institutional investor managing $96M across 41 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 American Wealth Advisors, are Beta Wealth Group,, LOWERY THOMAS,, Intergy Private Wealth,, with shared positions in $DIA, $SNOW, $TJX, $MS, $CTVA, $ICFI. The full ranking of 25 similar funds is below.

#1Beta Wealth Group, Inc.Passive
Some overlap · 4 shared positions
$DIA$SNOW$TJX$MS
$242M
112 positions
#2LOWERY THOMAS, LLCActive
Some overlap · 3 shared positions
$DIA$SNOW$CTVA
$175M
55 positions
#3Intergy Private Wealth, LLCActive
Some overlap · 4 shared positions
$DIA$SNOW$ICFI$MS
$341M
123 positions
#4MLP3, LLCPassive
Some overlap · 3 shared positions
$DIA$SNOW$MS
$91M
86 positions
#5Worth Asset Management, LLCPassive
Some overlap · 3 shared positions
$DIA$OKTA$MS
$268M
182 positions
#6Cambridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$DIA$CTVA$MS
$295M
168 positions
#7Maxele Advisors, LLC
Some overlap · 4 shared positions
$DIA$SNOW$CTVA$MS
$123M
100 positions
#8Heck Capital Advisors, LLCActive
Slight overlap · 3 shared positions
$DIA$SNOW$CTVA
$1.3B
202 positions
#9Amplius Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$DIA$SNOW$MS
$1.2B
175 positions
#10Royal Fund Management, LLCPassive
Slight overlap · 3 shared positions
$DIA$CTVA$MS
$1.1B
297 positions
#11Meramec Financial Planners, LLCPassive
Slight overlap · 4 shared positions
$SNOW$CTVA$TJX$ICFI
$252M
520 positions
#12SENTINEL WEALTH MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$DIA$SNOW$CTVA
$125M
39 positions
#13ARK & TLK INVESTMENTS, LLCActive
Slight overlap · 4 shared positions
$SNOW$CTVA$OKTA$ICFI
$370M
119 positions
#14IFG Advisors, LLCActive
Slight overlap · 4 shared positions
$DIA$SNOW$ICFI$MS
$611M
149 positions
#15Fiduciary Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$DIA$SNOW$TJX$MS
$153M
60 positions
#16TCP Asset Management, LLCActive
Slight overlap · 3 shared positions
$DIA$OKTA$SNOW
$778M
133 positions
#17AMG National Trust BankActive
Slight overlap · 5 shared positions
$CTVA$DIA$ICFI$SNOW$TJX
$4.6B
476 positions
#18Fortis Group Advisors, LLCPassive
Slight overlap · 3 shared positions
$DIA$SNOW$CTVA
$605M
582 positions
#19Guardian Capital, LLCPassive
Slight overlap · 3 shared positions
$DIA$OKTA$MS
$105M
81 positions
#20FLAGSTAR ADVISORS INC.Passive
Slight overlap · 3 shared positions
$DIA$OKTA$MS
$276M
174 positions
#21Cornerstone Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DIA$SNOW$MS
$2.0B
712 positions
#22Intrepid Financial Planning Group LLCPassive
Slight overlap · 3 shared positions
$DIA$SNOW$CTVA
$248M
125 positions
#23Pointe Capital Management LLCPassive
Slight overlap · 3 shared positions
$SNOW$CTVA$TJX
$202M
153 positions
#24Atlas Brown,Inc.Passive
Slight overlap · 3 shared positions
$SNOW$CTVA$TJX
$332M
226 positions
#25Gallacher Capital Management LLCPassive
Slight overlap · 3 shared positions
$DIA$SNOW$MS
$261M
301 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.