13F Pro

Hedge Funds Similar to B. Riley Wealth Advisors

13F Portfolio OverlapQ3 2026B. Riley Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

B. Riley Wealth Advisors, Inc. is an institutional investor managing $2.6B across 1,092 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 B. Riley Wealth Advisors are Meadowbrook Wealth, AGP FRANKLIN, Kingsman Wealth, with shared positions in $CRWD, $PLTR, $ETN, $COF, $TJX, $BA. The full ranking of 25 similar funds is below.

#1Meadowbrook Wealth Management, LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$ETN$COF$TJX
$95M
72 positions
#2AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$BA$TJX
$231M
93 positions
#3Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$CRWD$STX$BA
$224M
82 positions
#4Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$ETN$TJX
$808M
315 positions
#5Aventura Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$STX$ETN$TJX
$326M
986 positions
#6Dedeker Financial LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$STX
$176M
56 positions
#7RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$ETN$COF
$108M
183 positions
#8Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$917M
38 positions
#9Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$560M
132 positions
#10Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$120M
92 positions
#11AlphaStar Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$1.7B
276 positions
#12Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$119M
84 positions
#13RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$540M
85 positions
#14CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$CRWD$STX$ETN$COF
$1.3B
88 positions
#15Fortress Wealth Group, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$288M
127 positions
#16BTC Capital Management, Inc.Passive
Some overlap · 4 shared positions
$CRWD$STX$ETN$TJX
$1.6B
207 positions
#17Financial Connections Group, Inc.
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$288M
251 positions
#18Henson-Edgewater Management, LLCActive
Some overlap · 4 shared positions
$PLTR$CRWD$BA$TJX
$192M
66 positions
#19MADDEN SECURITIES CorpPassive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$378M
343 positions
#20Vident Advisory, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$TJX
$13.9B
1,919 positions
#21Keystone Financial GroupPassive
Some overlap · 4 shared positions
$PLTR$STX$BA$CRWD
$1.7B
567 positions
#22Mascagni Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$PLTR$CRWD$ETN
$165M
140 positions
#23TITLEIST ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$PLTR$CRWD$BA
$1.5B
428 positions
#24Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$CRWD$PLTR$COF
$194M
440 positions
#25PW Nova Financial Services LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$ETN
$491M
205 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.