Hedge Funds Similar to Able Wealth

13F Portfolio OverlapQ2 2026Able Wealth portfolio →

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Most similar hedge funds by 13F overlap

Able Wealth Management LLC is an institutional investor managing $436M across 182 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Able Wealth are ENTRUST FINANCIAL, Hollow Brook Wealth, Evergreen Quality Fund GP, Ltd., with shared positions in $GLDM, $PEG, $STX, $PFE, $VRSK, $Q. The full ranking of 14 similar funds is below.

#1ENTRUST FINANCIAL LLCActive

Some overlap · 3 shared positions

$GLDM $PEG $STX

$154M

445 positions

#2Hollow Brook Wealth Management LLCActive

Slight overlap · 3 shared positions

$GLDM $PFE $VRSK

$504M

78 positions

#3Evergreen Quality Fund GP, Ltd.Active

Slight overlap · 3 shared positions

$6.2B

43 positions

#4Quantum Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$1.0B

251 positions

#5Cherokee Insurance CoPassive

Slight overlap · 3 shared positions

$259M

124 positions

#6STALEY CAPITAL ADVISERS INCActive

Slight overlap · 3 shared positions

$2.6B

193 positions

#7ARWA LLCPassive

Slight overlap · 3 shared positions

$FDX $GLDM $STX

$241M

139 positions

#8United Financial Planning Group LLCActive

Slight overlap · 3 shared positions

$197M

465 positions

#9Tribune Investment Group LPActive

Slight overlap · 3 shared positions

$247M

34 positions

#10Midway Capital Research & ManagementActive

Slight overlap · 3 shared positions

$126M

114 positions

#11Fi3 FINANCIAL ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$418M

232 positions

#12Estate Counselors, LLCSmart money

Slight overlap · 3 shared positions

$1.2B

92 positions

#13Key Capital Management, INCActive

Slight overlap · 3 shared positions

$194M

726 positions

#14XTX Topco LtdPassive

Slight overlap · 3 shared positions

$7.7B

4,087 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.