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Hedge Funds Similar to Austin Wealth

13F Portfolio OverlapQ2 2026Austin Wealth portfolio →
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Most similar hedge funds by 13F overlap

Austin Wealth Management, LLC is an institutional investor managing $473M across 126 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 Austin Wealth are NavPoint Financial, Strategic Financial Services, Cardinal Strategic Wealth Guidance, with shared positions in $GLDM, $DOV, $AXP, $NEE, $TJX, $ADP. The full ranking of 25 similar funds is below.

#1NavPoint Financial, Inc.Active
Substantial overlap · 3 shared positions
$GLDM$DOV$AXP
$270M
74 positions
#2Strategic Financial Services, Inc.Smart money
Substantial overlap · 3 shared positions
$GLDM$NEE$TJX
$2.3B
157 positions
#3Cardinal Strategic Wealth GuidanceActive
Substantial overlap · 3 shared positions
$GLDM$NEE$ADP
$441M
67 positions
#4Integrity Wealth Solutions LLCActive
Notable overlap · 3 shared positions
$GLDM$DOV$NEE
$271M
129 positions
#5Leading Edge Financial Planning LLCActive
Notable overlap · 3 shared positions
$GLDM$DOV$EPD
$562M
78 positions
#6Henderson Brothers Financial Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$NEE$TJX
$211M
77 positions
#7Copley Financial Group, Inc.Active
Notable overlap · 3 shared positions
$GLDM$TXN$GD
$165M
118 positions
#8OakTrust Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$AXP$TJX
$116M
69 positions
#9SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 3 shared positions
$GLDM$AXP$TJX
$222M
100 positions
#10Bangor Savings BankActive
Notable overlap · 3 shared positions
$GLDM$DOV$NEE
$1.4B
543 positions
#11Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$DOV$EPD
$983M
149 positions
#12Alliance Wealth Advisors, LLC /UTPassive
Notable overlap · 5 shared positions
$GLDM$DOV$TXN$ADP$GILD
$530M
235 positions
#13Collaborative Wealth Managment Inc.Active
Notable overlap · 3 shared positions
$GLDM$NOTV$EPD
$238M
170 positions
#14Evernest Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$TXN$TJX
$478M
191 positions
#15McAlvany Wealth Management LLCPassive
Notable overlap · 3 shared positions
$GLDM$EPD$AGI
$134M
48 positions
#16Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$DOV$NOTV
$145M
66 positions
#17Fortis Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$NEE$EPD
$214M
122 positions
#18Wealth Management NebraskaSmart money
Some overlap · 5 shared positions
$GLDM$DOV$TXN$AXP$NEE
$1.1B
106 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$GLDM$GD$ADP$TJX
$412M
181 positions
#20GOULD ASSET MANAGEMENT LLC /CA/Smart money
Some overlap · 3 shared positions
$GLDM$TXN$EPD
$635M
176 positions
#21Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$GILD$AXP
$444M
935 positions
#22Richard P Slaughter Associates IncActive
Some overlap · 4 shared positions
$GLDM$NEE$ADP$TXN
$510M
106 positions
#23FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$GLDM$DOV$EPD
$698M
153 positions
#24CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$GLDM$DOV$TXN$GILD
$183M
146 positions
#25MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$GLDM$DOV$AXP
$162M
106 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.