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Hedge Funds Similar to Eagle Wealth Advisors

13F Portfolio OverlapQ3 2026Eagle Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Eagle Wealth Advisors LLC is an institutional investor managing $136M across 102 U.S. equity positions as of Q3 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 NEOS Investment, PROFUND ADVISORS, Invesco Ltd., with shared positions in $KLAC, $PLTR, $LIN, $TXN, $AMGN, $CRWD. The full ranking of 25 similar funds is below.

#1NEOS Investment Management LLCActive
Some overlap · 10 shared positions
$KLAC$PLTR$LIN$TXN$AMGN$CRWD
$27.1B
578 positions
#2PROFUND ADVISORS LLCPassive
Some overlap · 10 shared positions
$KLAC$TXN$LIN$PLTR$MRVL$QCOM
$3.6B
1,175 positions
#3Invesco Ltd.Passive
Some overlap · 10 shared positions
$KLAC$TXN$PLTR$LIN$MRVL$QCOM
$1.3T
3,819 positions
#4Harvest Fund Management Co., LtdPassive
Some overlap · 8 shared positions
$KLAC$PLTR$LIN$TXN$AMGN$MRVL
$3.0B
455 positions
#5GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 9 shared positions
$KLAC$TXN$PLTR$LIN$AMGN$MRVL
$7.7B
616 positions
#6ProShare Advisors LLCActive
Some overlap · 9 shared positions
$KLAC$LIN$TXN$PLTR$MRVL$AMGN
$69.2B
1,913 positions
#7Global X Japan Co., Ltd.Active
Some overlap · 7 shared positions
$KLAC$PLTR$TXN$MRVL$QCOM$AMGN
$2.5B
389 positions
#8Wall Street Financial Group, Inc.Passive
Some overlap · 7 shared positions
$KLAC$PLTR$TXN$MRVL$CRWD$QCOM
$187M
120 positions
#9GUGGENHEIM CAPITAL LLCPassive
Some overlap · 8 shared positions
$KLAC$AMGN$MRVL$QCOM$ADI$TXN
$15.9B
1,704 positions
#10Mirae Asset Global Investments Co., Ltd.Active
Some overlap · 7 shared positions
$KLAC$TXN$AMGN$MRVL$QCOM$ADI
$67.7B
1,670 positions
#11ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 6 shared positions
$KLAC$LIN$TXN$CRWD$MRVL$ADI
$409M
182 positions
#12CAPITOLIS LIQUID GLOBAL MARKETS LLCPassive
Some overlap · 6 shared positions
$KLAC$PLTR$TXN$QCOM$ADI$PEP
$23.0B
320 positions
#13Louisiana State Employees Retirement SystemPassive
Some overlap · 10 shared positions
$KLAC$TXN$PLTR$MRVL$LIN$AMGN
$6.6B
1,521 positions
#14Rafferty Asset Management, LLCActive
Some overlap · 6 shared positions
$KLAC$TXN$MRVL$QCOM$PLTR$ADI
$43.9B
1,133 positions
#15China Universal Asset Management Co., Ltd.Passive
Some overlap · 6 shared positions
$KLAC$PLTR$TXN$AMGN$MRVL$ADI
$1.7B
513 positions
#16Cerro Pacific Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$KLAC$TXN$AMGN$QCOM$ADI$PEP
$458M
171 positions
#17CYPRESS ASSET MANAGEMENT INC/TXActive
Some overlap · 6 shared positions
$KLAC$LIN$TXN$QCOM$ADI$PEP
$506M
107 positions
#18Siemens Fonds Invest GmbHPassive
Some overlap · 7 shared positions
$KLAC$TXN$QCOM$AMGN$PLTR$MRVL
$2.0B
538 positions
#19NZS Capital, LLCActive
Some overlap · 5 shared positions
$KLAC$LIN$TXN$CRWD$MRVL
$3.9B
61 positions
#20KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$KLAC$LIN$TXN$CRWD
$351M
166 positions
#21Baker Avenue Asset Management, LPPassive
Some overlap · 6 shared positions
$KLAC$LIN$TXN$CRWD$MRVL$QCOM
$5.3B
818 positions
#22Alpha Family TrustPassive
Some overlap · 6 shared positions
$KLAC$PLTR$AMGN$CRWD$ADI$PEP
$249M
200 positions
#23Wahed Invest LLCActive
Some overlap · 6 shared positions
$KLAC$TXN$LIN$MRVL$QCOM$ADI
$958M
227 positions
#24Leelyn Smith, LLCActive
Some overlap · 5 shared positions
$KLAC$TXN$CRWD$MRVL$ADI
$822M
157 positions
#25NISSAY ASSET MANAGEMENT CORP /JAPANActive
Some overlap · 6 shared positions
$KLAC$TXN$MRVL$QCOM$ADI$PLTR
$23.7B
687 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.