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Hedge Funds Similar to Pacific Excel Wealth Advisors,

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

Pacific Excel Wealth Advisors, Inc. is an institutional investor managing $258M across 228 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 Pacific Excel Wealth Advisors, are Center For Asset, AMERICAN FINANCIAL & TAX STRATEGIES, Strategic Investment Advisors / MI, with shared positions in $NTRB, $SE, $UNIT, $VLTO, $IAU, $RCL. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive
Notable overlap · 6 shared positions
$NTRB$SE$UNIT$VLTO$IAU$RCL
$201M
144 positions
#2AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 5 shared positions
$NTRB$SE$UNIT$BAR$PM
$206M
97 positions
#3Strategic Investment Advisors / MIPassive
Notable overlap · 4 shared positions
$NTRB$SE$UNIT$VLTO
$1.4B
386 positions
#4ASSETMARK, INCPassive
Notable overlap · 4 shared positions
$NTRB$SE$UNIT$VLTO
$49.0B
3,443 positions
#5WAYSTONE ADVISORS LLCPassive
Notable overlap · 6 shared positions
$NTRB$UNIT$SE$VLTO$SHOP$AZN
$112M
101 positions
#6Merited Wealth, LLCPassive
Notable overlap · 5 shared positions
$NTRB$LEN$UNIT$SE$VLTO
$121M
79 positions
#7TFB Advisors LLCPassive
Notable overlap · 5 shared positions
$NTRB$UNIT$SE$SHOP$VLTO
$191M
180 positions
#8Gladwyn Financial Advisors, Inc.Active
Notable overlap · 4 shared positions
$NTRB$UNIT$SE$LEN
$160M
82 positions
#9Pillar Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$NTRB$UNIT$IAU
$171M
106 positions
#10Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$NTRB$SE$PM
$511M
129 positions
#11Investment Insight Wealth Management, LLCSmart money
Some overlap · 4 shared positions
$NTRB$ASML$SHOP$UNIT
$93M
36 positions
#12Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$NTRB$UNIT$OTIS
$116M
80 positions
#13Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$NTRB$VLTO$SE$UNIT
$109M
1,311 positions
#14FC Advisory LLCActive
Some overlap · 3 shared positions
$NTRB$VLTO$LEN
$342M
115 positions
#15Ifrah Financial Services, Inc.Passive
Some overlap · 5 shared positions
$SE$NTRB$UNIT$IAU$VRTX
$378M
200 positions
#16Asempa Wealth AdvisorsPassive
Some overlap · 5 shared positions
$SE$LEN$IAU$UNIT$NTRB
$115M
115 positions
#17Resolute Advisors LLCActive
Some overlap · 5 shared positions
$NTRB$LEN$SHOP$UNIT$PM
$242M
90 positions
#18Bestgate Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$NTRB$UNIT$ASML
$55M
45 positions
#19Falcon Wealth PlanningActive
Some overlap · 3 shared positions
$NTRB$UNIT$SE
$1.5B
236 positions
#20TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$SE$NTRB$UNIT$IAU
$144M
65 positions
#21DMC Group, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$ASML$BAR$SHOP
$148M
141 positions
#22Arcadia Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$LEN$VLTO$IAU
$276M
67 positions
#23Strategic Blueprint, LLCPassive
Some overlap · 4 shared positions
$SE$LEN$VLTO$IAU
$1.7B
639 positions
#24Merit Financial Group, LLCPassive
Some overlap · 5 shared positions
$NTRB$SE$VLTO$IAU$UNIT
$13.5B
2,115 positions
#25WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SE$ASML$PM$VRTX$SHOP
$43.8B
263 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.