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Hedge Funds Similar to Davis Wealth Advisors,

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

Davis Wealth Advisors, LLC is an institutional investor managing $120M across 72 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 Davis Wealth Advisors, are TSA Wealth Managment, Centerline Wealth Advisors,, RCS Financial Planning,, with shared positions in $SE, $IAU, $MDLZ, $DDOG, $SNOW, $GMM. The full ranking of 25 similar funds is below.

#1TSA Wealth Managment LLCPassive
Notable overlap · 6 shared positions
$SE$IAU$MDLZ$DDOG$SNOW$GMM
$309M
105 positions
#2Centerline Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$SE$IAU$DDOG$GEV
$278M
73 positions
#3RCS Financial Planning, LLCPassive
Some overlap · 7 shared positions
$IAU$MDLZ$DDOG$NOW$GMM$SNOW
$193M
98 positions
#4Aspect Partners, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$AGQ$GMM
$245M
709 positions
#5ONE Advisory Partners, LLCActive
Some overlap · 6 shared positions
$SE$MDLZ$IAU$DDOG$GMM$RELX
$324M
72 positions
#6Midwest Capital Advisors, LLCActive
Some overlap · 4 shared positions
$SE$IAU$GMM$MDLZ
$214M
199 positions
#7CURTIS WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$SE$MDLZ$DDOG$IAU
$107M
50 positions
#8Archer Investment Management, LLCPassive
Some overlap · 6 shared positions
$SE$MUFG$IAU$DDOG$NOW$GMM
$238M
108 positions
#95T Wealth, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$MDLZ$DDOG$SNOW
$253M
129 positions
#10ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$SE$IAU$MDLZ$RELX$AGQ
$132M
105 positions
#11Shared Vision Wealth Group LLCActive
Some overlap · 4 shared positions
$SE$MDLZ$DDOG$IAU
$245M
95 positions
#12TIAA Wealth Investment Management LLCActive
Some overlap · 5 shared positions
$SE$MUFG$NOW$DDOG$SNOW
$13.1B
563 positions
#13BCU Wealth Advisors, LLCSmart money
Some overlap · 4 shared positions
$SE$IAU$GE$GEV
$268M
60 positions
#14Kelly Financial Services LLCPassive
Some overlap · 4 shared positions
$SE$IAU$MDLZ$GMM
$414M
128 positions
#15Sharkey, Howes & JaverActive
Some overlap · 6 shared positions
$SE$IAU$MDLZ$GMM$MUFG$NOW
$742M
153 positions
#16Sterling Financial Planning, Inc.Active
Some overlap · 4 shared positions
$IAU$SE$DDOG$SNOW
$337M
117 positions
#17rebel Financial LLCPassive
Some overlap · 4 shared positions
$SE$MUFG$NOW$SNOW
$231M
65 positions
#18Quent Long Short Global Small Cap Fund, LP
Some overlap · 8 shared positions
$IAU$NOW$DDOG$MUFG$SE$SNOW
$1.2B
299 positions
#19WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$SE$GMM$RELX
$508M
107 positions
#20Bear Mountain Capital, Inc.Active
Some overlap · 4 shared positions
$SE$MUFG$DDOG$AFRM
$333M
198 positions
#21Impact Investors, IncPassive
Some overlap · 3 shared positions
$IAU$MUFG$NOW
$144M
106 positions
#22Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$IAU$SE$DDOG$SNOW
$607M
110 positions
#23Snider Financial GroupPassive
Some overlap · 4 shared positions
$SE$RELX$DDOG$GE
$331M
102 positions
#24Bienville Capital Management, LLCPassive
Some overlap · 5 shared positions
$SE$DDOG$SNOW$AFRM$AGQ
$550M
74 positions
#25LifePlan Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$IAU$SE$DDOG$SNOW$GE$GEV
$254M
122 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.