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Hedge Funds Similar to CALTON & ASSOCIATES,

13F Portfolio OverlapQ1 2026CALTON & ASSOCIATES, portfolio →
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Most similar hedge funds by 13F overlap

CALTON & ASSOCIATES, INC. is an institutional investor managing $696M across 438 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 CALTON & ASSOCIATES, are Powers Advisory Group,, Endowment Wealth ,, CATHY PARETO & ASSOCIATES,, with shared positions in $WT, $MS, $USB, $COP, $REGN, $LMT. The full ranking of 25 similar funds is below.

#1Powers Advisory Group, LLCActive
Some overlap · 8 shared positions
$WT$MS$USB$COP$REGN$LMT
$284M
125 positions
#2Endowment Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$WT$REGN$MS$SHW$SE$JHG
$226M
165 positions
#3CATHY PARETO & ASSOCIATES, INCPassive
Some overlap · 6 shared positions
$WT$REGN$SAN$SHW$USB$BPRE
$149M
96 positions
#4Meridian Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$WT$MS$USB$COP$LMT$SE
$183M
141 positions
#5BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$WT$USB$COP$SHW$SE$JHG
$129M
217 positions
#6IAM Advisory, LLCActive
Some overlap · 6 shared positions
$WT$USB$REGN$SHW$LMT$AMD
$446M
95 positions
#7Clear Creek Financial Management, LLCPassive
Some overlap · 6 shared positions
$WT$REGN$MU$SHW$SE$JHG
$1.3B
608 positions
#8Ausdal Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$WT$REGN$SHW$MU$AMD
$2.3B
985 positions
#9CPWA, LLCPassive
Some overlap · 5 shared positions
$WT$REGN$SHW$MU$AMD
$84M
90 positions
#10Fermata Advisors, LLCPassive
Some overlap · 4 shared positions
$WT$REGN$MS$JHG
$444M
232 positions
#11THEORY FINANCIAL LLCPassive
Some overlap · 3 shared positions
$WT$HSY$SE
$285M
94 positions
#12Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$WT$USB$COP$SAN$LMT
$153M
344 positions
#13Strategic Financial Concepts, LLCPassive
Some overlap · 5 shared positions
$WT$MS$USB$SHW$MU
$405M
298 positions
#14Welch Financial Planning, LLCActive
Some overlap · 5 shared positions
$WT$REGN$USB$SHW$BPRE
$139M
67 positions
#15Sylvest Advisors, LLCActive
Some overlap · 4 shared positions
$WT$REGN$HSY$USB
$188M
70 positions
#16Symphony Financial Services, Inc.Passive
Some overlap · 6 shared positions
$WT$REGN$SHW$LMT$SAN$JHG
$195M
99 positions
#17AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 4 shared positions
$WT$REGN$USB$SE
$206M
97 positions
#18Intrua Financial, LLCPassive
Some overlap · 5 shared positions
$WT$REGN$COP$USB$VZ
$969M
459 positions
#19WESCAP Management Group, Inc.Active
Some overlap · 5 shared positions
$WT$USB$COP$SE$OKTA
$508M
107 positions
#20LEVEL FOUR ADVISORY SERVICES, LLCPassive
Some overlap · 8 shared positions
$WT$MS$MU$COP$SHW$REGN
$3.0B
866 positions
#21MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 5 shared positions
$WT$USB$SHW$SAN$OKTA
$147M
52 positions
#22Lauer Wealth, LLCActive
Some overlap · 6 shared positions
$WT$USB$COP$AMD$MU$VZ
$126M
67 positions
#23Ankerstar Wealth, LLCPassive
Some overlap · 4 shared positions
$WT$REGN$COP$HSY
$95M
955 positions
#24Ameritas Advisory Services, LLCPassive
Some overlap · 5 shared positions
$WT$HSY$COP$SHW$JHG
$2.6B
1,075 positions
#25Provident Wealth Management, LLCActive
Some overlap · 3 shared positions
$WT$REGN$MS
$331M
134 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.