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Hedge Funds Similar to ANGELES WEALTH

13F Portfolio OverlapQ3 2026ANGELES WEALTH portfolio →
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Most similar hedge funds by 13F overlap

ANGELES WEALTH MANAGEMENT, LLC is an institutional investor managing $2.3B across 599 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ANGELES WEALTH are Asset Advisors Investment, Brendel Financial Advisors, Williams Jones Wealth, with shared positions in $DOV, $SHW, $CTAS, $PWR, $WFC, $BABA. The full ranking of 13 similar funds is below.

#1Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$SHW$CTAS
$1.1B
108 positions
#2Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$SHW$CTAS
$216M
101 positions
#3Williams Jones Wealth Management, LLC.Active
Slight overlap · 4 shared positions
$DOV$PWR$SHW$CTAS
$8.9B
547 positions
#4CFS Investment Advisory Services, LLCPassive
Slight overlap · 3 shared positions
$DOV$SHW$CTAS
$1.5B
361 positions
#5Tudor Financial Inc.Passive
Slight overlap · 3 shared positions
$DOV$WFC$CTAS
$222M
152 positions
#6DB Fitzpatrick & Co, IncActive
Slight overlap · 3 shared positions
$DOV$PWR$SHW
$121M
100 positions
#7Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$DOV$SHW$WFC
$236M
121 positions
#8MARIPAU WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$DOV$PWR$WFC
$280M
177 positions
#9Tamar Securities, LLCActive
Slight overlap · 3 shared positions
$PWR$SHW$BABA
$1.1B
98 positions
#10CARDEROCK CAPITAL MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$PWR$SHW$CTAS
$435M
70 positions
#11Freedom Day Solutions, LLCActive
Slight overlap · 3 shared positions
$PWR$SHW$CTAS
$455M
133 positions
#12KANE INVESTMENT MANAGEMENT, INC.Active
Slight overlap · 3 shared positions
$PWR$SHW$CTAS
$235M
100 positions
#13Wharton Business Group, LLCActive
Slight overlap · 3 shared positions
$PWR$WFC$CTAS
$3.0B
142 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.