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Hedge Funds Similar to Portus Wealth Advisors,

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

Portus Wealth Advisors, LLC is an institutional investor managing $106M across 568 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 Portus Wealth Advisors, are Sun Financial, Stenger Family Office,, bLong Financial,, with shared positions in $GRWG, $GEV, $LRCX, $PANW, $AXP, $HON. The full ranking of 25 similar funds is below.

#1Sun Financial IncPassive
Notable overlap · 5 shared positions
$GRWG$GEV$LRCX$PANW$AXP
$200M
159 positions
#2Stenger Family Office, LLCPassive
Some overlap · 3 shared positions
$GRWG$AXP$PANW
$566M
117 positions
#3bLong Financial, LLCActive
Some overlap · 3 shared positions
$GRWG$HON$COP
$132M
76 positions
#4McLaughlin Asset Management, Inc.Passive
Some overlap · 4 shared positions
$LRCX$GEV$PANW$AXP
$105M
91 positions
#5Balance Wealth, LLCPassive
Some overlap · 3 shared positions
$GRWG$MAR$COP
$322M
149 positions
#6WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$GEV$PANW$LRCX$AXP$HON$SHOP
$225M
71 positions
#7KRS Capital Management, LLCActive
Some overlap · 5 shared positions
$LRCX$PANW$AXP$GEV$HON
$163M
115 positions
#8Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$LRCX$NUE$AXP$LMT
$101M
80 positions
#9GDS Wealth ManagementActive
Some overlap · 3 shared positions
$LRCX$GEV$AXP
$1.7B
200 positions
#10DARA CAPITAL US, INC.Passive
Some overlap · 3 shared positions
$LRCX$GEV$PANW
$105M
119 positions
#11LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$LRCX$PANW$AXP
$677M
182 positions
#12Vivid Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GRWG$GEV$AXP
$247M
66 positions
#13FCF Advisors LLCPassive
Some overlap · 3 shared positions
$LRCX$GEV$LMT
$444M
52 positions
#14MORTON COMMUNITY BANKPassive
Some overlap · 4 shared positions
$LRCX$AXP$LMT$COP
$460M
115 positions
#15Artisan Partners Limited PartnershipActive
Some overlap · 4 shared positions
$LRCX$AXP$GEV$SHOP
$62.3B
334 positions
#16BigSur Wealth Management LLCPassive
Some overlap · 5 shared positions
$GEV$PANW$LMT$HON$MAR
$356M
163 positions
#17Westhampton Capital, LLCPassive
Some overlap · 3 shared positions
$LRCX$PANW$LMT
$214M
129 positions
#18Nikulski Financial, Inc.Passive
Some overlap · 3 shared positions
$LRCX$PANW$LMT
$405M
175 positions
#19Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$LRCX$PANW$LMT
$200M
39 positions
#20SEARLE & CO.Passive
Some overlap · 4 shared positions
$NUE$PANW$AXP$HON
$398M
194 positions
#21Covea FinanceActive
Some overlap · 4 shared positions
$GEV$AXP$PANW$MAR
$2.9B
146 positions
#22JACKSON SQUARE CAPITAL, LLCPassive
Some overlap · 3 shared positions
$LRCX$GEV$PANW
$477M
129 positions
#23Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$LRCX$AXP$PANW
$108M
97 positions
#24WINCAP FINANCIAL LLCPassive
Some overlap · 3 shared positions
$LRCX$GEV$PANW
$150M
87 positions
#25BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GEV$PANW$AXP
$4.1B
151 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.