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Hedge Funds Similar to ADAMSBROWN WEALTH CONSULTANTS

13F Portfolio OverlapQ2 2026ADAMSBROWN WEALTH CONSULTANTS portfolio →
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Most similar hedge funds by 13F overlap

ADAMSBROWN WEALTH CONSULTANTS LLC is an institutional investor managing $530M across 173 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 ADAMSBROWN WEALTH CONSULTANTS are InvesTrust, Advantage, SPRING, with shared positions in $OKE, $MMM, $NUE, $PEP, $BA, $EVRG. The full ranking of 25 similar funds is below.

#1InvesTrustPassive
Slight overlap · 5 shared positions
$OKE$MMM$NUE$PEP$BA
$260M
95 positions
#2Advantage Trust CoActive
Slight overlap · 5 shared positions
$EVRG$OKE$DE$PEP$BA
$284M
197 positions
#3SPRING CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 6 shared positions
$KR$DE$PEP$OKE$PLTR$MRVL
$205M
55 positions
#4FARMERS TRUST CO
Slight overlap · 5 shared positions
$KR$MMM$NUE$PLTR$PEP
$637M
203 positions
#5FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 4 shared positions
$OKE$DE$PLTR$BA
$153M
65 positions
#6Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$OKE$EVRG$PEP$MRVL
$397M
167 positions
#7Lakeside Advisors, INC.Active
Slight overlap · 5 shared positions
$KR$MMM$NUE$BA$LOW
$159M
65 positions
#8Midwest Financial Partners Investments, Inc.Active
Slight overlap · 5 shared positions
$DE$MMM$NUE$PEP$BA
$241M
80 positions
#9V. M. MANNING & CO., INC.Active
Slight overlap · 5 shared positions
$DE$NUE$PLTR$BA$BE
$117M
53 positions
#10apricus wealth, LLCPassive
Slight overlap · 3 shared positions
$OKE$KR$NUE
$210M
129 positions
#11Tarbox Group, Inc.Smart money
Slight overlap · 5 shared positions
$DE$MMM$PEP$BA$LOW
$698M
96 positions
#12Allied Investment Advisors, LLCPassive
Slight overlap · 5 shared positions
$DE$MMM$PEP$BA$LOW
$797M
110 positions
#13DMKC Advisory Services, LLCActive
Slight overlap · 5 shared positions
$DE$MMM$PEP$BA$LOW
$530M
92 positions
#14Miramar Capital, LLCPassive
Slight overlap · 3 shared positions
$OKE$KR$PEP
$455M
57 positions
#15Stony Point Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$OKE$KR$PEP
$283M
103 positions
#16Fulcrum Equity ManagementPassive
Slight overlap · 4 shared positions
$OKE$PLTR$MRVL$LOW
$136M
144 positions
#17Cambridge Financial Group, Inc.Active
Slight overlap · 3 shared positions
$OKE$KR$BA
$287M
33 positions
#18Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$OKE$DE$PLTR
$1.1B
215 positions
#19Centerpoint Advisory GroupPassive
Slight overlap · 3 shared positions
$OKE$DE$MMM
$158M
117 positions
#20Providence Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$EVRG$DE$MMM$BA
$176M
60 positions
#21PLANNING DIRECTIONS INCActive
Slight overlap · 5 shared positions
$DE$PLTR$PEP$MRVL$LOW
$216M
110 positions
#22REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$KR$DE$PEP$BA
$760M
229 positions
#23OUTFITTERS FINANCIAL LLCPassive
Slight overlap · 3 shared positions
$OKE$DE$PEP
$143M
80 positions
#24Charles Schwab Trust CoActive
Slight overlap · 3 shared positions
$OKE$DE$PEP
$1.8B
171 positions
#25Cane Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$DE$PLTR$BA$MRVL$LOW
$253M
133 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.