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Hedge Funds Similar to COMMONWEALTH EQUITY SERVICES,

13F Portfolio OverlapQ1 2026COMMONWEALTH EQUITY SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

COMMONWEALTH EQUITY SERVICES, LLC is an institutional investor managing $71.6B across 4,299 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 COMMONWEALTH EQUITY SERVICES, are UPTICK PARTNERS,, Per Stirling ,, OMNI 360 Wealth,, with shared positions in $MS, $HUM, $KKR, $WT, $IAU, $SNOW. The full ranking of 25 similar funds is below.

#1UPTICK PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MS$HUM$KKR$WT$IAU$SNOW
$502M
293 positions
#2Per Stirling Capital Management, LLC.Passive
Some overlap · 6 shared positions
$MS$HUM$WT$IAU$BAH$SNOW
$905M
310 positions
#3OMNI 360 Wealth, Inc.Passive
Some overlap · 6 shared positions
$MS$KKR$WT$HUM$BAH$SNOW
$194M
125 positions
#4Eagle Strategies LLCPassive
Some overlap · 6 shared positions
$MS$KKR$WT$IAU$SNOW$HUM
$837M
258 positions
#5Centurion Wealth Management LLCPassive
Some overlap · 6 shared positions
$HUM$MS$WT$KKR$IAU$SNOW
$444M
316 positions
#6Beacon Financial Advisory LLCPassive
Some overlap · 5 shared positions
$MS$HUM$KKR$WT$BAH
$443M
402 positions
#7Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$HUM$KKR$WT$SNOW
$123M
111 positions
#8Selby Wealth Management, LLCActive
Some overlap · 5 shared positions
$MS$HUM$KKR$WT$SNOW
$254M
81 positions
#9Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$MS$HUM$KKR$WT$IAU
$90M
65 positions
#10Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MS$HUM$KKR$IAU$SNOW
$126M
74 positions
#11Strategic Financial Concepts, LLCPassive
Some overlap · 5 shared positions
$MS$HUM$WT$IAU$BAH
$405M
298 positions
#12FLAGSTAR ADVISORS INC.Passive
Some overlap · 5 shared positions
$MS$HUM$KKR$WT$IAU
$276M
174 positions
#13TBH Global Asset Management, LLCPassive
Some overlap · 5 shared positions
$MS$HUM$KKR$IAU$SNOW
$497M
245 positions
#14Trademark Financial Management, LLCPassive
Some overlap · 5 shared positions
$MS$HUM$WT$IAU$BAH
$204M
102 positions
#15Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$MS$HUM$KKR$WT
$124M
101 positions
#16Ritter Daniher Financial Advisory LLC / DEActive
Some overlap · 4 shared positions
$MS$HUM$KKR$WT
$589M
590 positions
#17truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$MS$HUM$KKR$WT
$97M
49 positions
#18SMITH, MOORE & CO.Passive
Some overlap · 5 shared positions
$HUM$MS$WT$IAU$SNOW
$1.4B
558 positions
#19Beckerman Institutional, LLCPassive
Some overlap · 5 shared positions
$MS$WT$IAU$SNOW$HUM
$188M
121 positions
#20Stratos Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$MS$WT$SNOW$BAH
$1.6B
609 positions
#21Pinnacle Financial Group, LLC / ILPassive
Some overlap · 5 shared positions
$HUM$KKR$WT$IAU$MS
$365M
111 positions
#22Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$MS$HUM$KKR$IAU
$98M
68 positions
#23Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$MS$HUM$KKR$IAU
$356M
180 positions
#24Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MS$HUM$KKR$IAU
$287M
188 positions
#25BURNS J W & CO INC/NYActive
Some overlap · 4 shared positions
$MS$HUM$KKR$IAU
$873M
183 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.