What hedge funds are most similar to Eagle Wealth Advisors LLC?

The funds with the most similar 13F portfolios to Eagle Wealth Advisors LLC are STF, NEOS Investment, GF FUND LTD., based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Eagle Wealth Advisors

13F Portfolio OverlapQ1 2026Eagle Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Eagle Wealth Advisors LLC is an institutional investor managing $131M across 100 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 Eagle Wealth Advisors are STF, NEOS Investment, GF FUND LTD., with shared positions in $AMD, $PLTR, $MU, $LRCX, $LIN, $AMAT. The full ranking of 25 similar funds is below.

#1STF Management LP

Notable overlap · 11 shared positions

$AMD $PLTR $MU $LRCX $LIN $AMAT

$107M

101 positions

#2NEOS Investment Management LLCActive

Notable overlap · 11 shared positions

$AMD $PLTR $MU $LRCX $LIN $AMAT

$19.8B

575 positions

#3GF FUND MANAGEMENT CO. LTD.Active

Notable overlap · 11 shared positions

$PLTR $AMD $MU $LRCX $LIN $AMAT

$6.0B

624 positions

#4PROFUND ADVISORS LLCPassive

Notable overlap · 11 shared positions

$AMD $MU $LRCX $PLTR $AMAT $LIN

$2.7B

1,092 positions

#5Alpha Family TrustPassive

Notable overlap · 11 shared positions

$AMD $PLTR $MU $LRCX $AMAT $KLAC

$206M

203 positions

#6ProShare Advisors LLCActive

Some overlap · 11 shared positions

$AMD $PLTR $MU $LRCX $LIN $AMAT

$67.5B

1,865 positions

#7SHELTON CAPITAL MANAGEMENTPassive

Some overlap · 10 shared positions

$AMD $PLTR $MU $LRCX $LIN $AMAT

$4.6B

717 positions

#8SteelPeak Wealth, LLCPassive

Some overlap · 9 shared positions

$AMD $MU $LRCX $PLTR $DIA $AMAT

$3.3B

575 positions

#9PETREDIS INVESTMENT ADVISORS LLCActive

Some overlap · 7 shared positions

$NTRB $MU $AMD $AMAT $GE $ISRG

$1.2B

108 positions

#10China Universal Asset Management Co., Ltd.Passive

Some overlap · 9 shared positions

$AMD $PLTR $MU $LRCX $AMAT $KLAC

$1.3B

502 positions

#11NLB Skladi, upravljanje premozenja, d.o.o.Passive

Some overlap · 9 shared positions

$PLTR $AMD $MU $LRCX $AMAT $GE

$2.1B

335 positions

#12111 CapitalPassive

Some overlap · 11 shared positions

$PLTR $MU $AMD $AMAT $LRCX $ISRG

$406M

328 positions

#13PKO Investment Management Joint-Stock CoActive

Some overlap · 10 shared positions

$MU $PLTR $AMD $LRCX $AMAT $KLAC

$1.2B

220 positions

#14Global X Japan Co., Ltd.Active

Some overlap · 8 shared positions

$AMD $PLTR $MU $LRCX $AMAT $KLAC

$1.9B

378 positions

#15WILLNER & HELLER, LLCPassive

Some overlap · 7 shared positions

$NTRB $AMD $PLTR $LRCX $AMAT $ISRG

$134M

161 positions

#16Wahed Invest LLCActive

Some overlap · 9 shared positions

$AMD $MU $LRCX $LIN $AMAT $KLAC

$770M

225 positions

#17Markin Volterra Fund LPActive

Some overlap · 7 shared positions

$AMD $PLTR $MU $LRCX $AMAT $KLAC

$65M

34 positions

#18OFI INVEST ASSET MANAGEMENTActive

Some overlap · 7 shared positions

$AMD $PLTR $MU $LRCX $AMAT $ISRG

$7.6B

347 positions

#19Murphy & Mullick Capital Management CorpPassive

Some overlap · 8 shared positions

$AMD $PLTR $MU $LRCX $DIA $GE

$135M

726 positions

#20BDF-GESTIONActive

Some overlap · 9 shared positions

$LRCX $PLTR $MU $AMAT $KLAC $AMD

$749M

144 positions

#21Rafferty Asset Management, LLCActive

Some overlap · 7 shared positions

$AMD $MU $LRCX $PLTR $AMAT $KLAC

$24.6B

1,057 positions

#22HOWARD HUGHES MEDICAL INSTITUTEActive

Some overlap · 7 shared positions

$AMD $PLTR $MU $LRCX $AMAT $KLAC

$416M

31 positions

#23Avanda Investment Management Pte. Ltd.Active

Some overlap · 7 shared positions

$AMD $MU $LRCX $LIN $AMAT $KLAC

$63M

24 positions

#24Morse Asset Management, IncPassive

Some overlap · 8 shared positions

$MU $LRCX $AMD $LIN $KLAC $GE

$481M

403 positions

#25Telligent Fund, LPActive

Some overlap · 7 shared positions

$AMD $PLTR $MU $KLAC $GE $INTC

$94M

24 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.