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Hedge Funds Similar to CASTLE WEALTH

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

CASTLE WEALTH MANAGEMENT LLC is an institutional investor managing $338M across 143 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 CASTLE WEALTH are Spectrum Investment Advisors, Avantax Planning Partners, Cedar Point Partners, with shared positions in $ALPS, $ETN, $NEE, $CRM, $TMO, $MS. The full ranking of 25 similar funds is below.

#1Spectrum Investment Advisors, Inc.Active
Some overlap · 6 shared positions
$ALPS$ETN$NEE$CRM$TMO$MS
$245M
76 positions
#2Avantax Planning Partners, Inc.Active
Some overlap · 4 shared positions
$ALPS$STT$AMGN$LMT
$4.0B
454 positions
#3Cedar Point Capital Partners, LLCActive
Some overlap · 3 shared positions
$IAUM$STT$NEE
$174M
77 positions
#4Brady Martz Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$ALPS$STT$AMGN
$662M
228 positions
#5SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$ALPS$AMGN$TMO$CRM
$1.7B
315 positions
#6BOK Financial Private Wealth, Inc.Active
Some overlap · 4 shared positions
$IAUM$TMO$LOW$MS
$1.9B
792 positions
#7Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$NEE$AMGN
$845M
182 positions
#8BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$NEE$ETN$LOW$AMGN$TMO$CRM
$8.0B
1,334 positions
#9Stratos Investment Management, LLCPassive
Some overlap · 4 shared positions
$ALPS$AMGN$TMO$MS
$2.8B
382 positions
#10Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$ETN$LOW$AMGN$CSX$NEE
$108M
52 positions
#11Hamrick Investment Counsel, llcPassive
Some overlap · 3 shared positions
$ALPS$AMGN$LMT
$151M
184 positions
#12Annex Advisory Services, LLCActive
Some overlap · 3 shared positions
$ALPS$NEE$MS
$5.9B
356 positions
#13Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$NEE$LOW
$145M
99 positions
#14United Community BankPassive
Some overlap · 3 shared positions
$IAUM$NEE$CSX
$323M
534 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 6 shared positions
$NEE$LOW$AMGN$TMO$LMT$MS
$1.2B
106 positions
#16Integras Partners LLCPassive
Some overlap · 6 shared positions
$ARCC$AMGN$NEE$ALPS$LMT$SYY
$181M
100 positions
#17Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$NEE$ETN$AMGN$TMO$CSX
$170M
61 positions
#18StrongBox Wealth, LLCPassive
Some overlap · 5 shared positions
$STT$NEE$ETN$AMGN$LMT
$351M
267 positions
#19Trilogy Capital Inc.Active
Some overlap · 3 shared positions
$ALPS$STT$MS
$2.6B
404 positions
#20First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$NEE$ETN$LOW$AMGN$LMT
$1.4B
73 positions
#21SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$IAUM$ARCC$LOW$NEE
$2.1B
218 positions
#22Stonehearth Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$LOW$LMT
$293M
94 positions
#23Riverbend Wealth Management, LLCPassive
Some overlap · 3 shared positions
$ALPS$AMGN$MS
$199M
176 positions
#24WEALTH ENHANCEMENT ADVISORY SERVICES, LLCPassive
Some overlap · 3 shared positions
$ALPS$AMGN$LMT
$59.8B
4,137 positions
#25AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 5 shared positions
$STT$NEE$ETN$CSX$MS
$286M
95 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.