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Hedge Funds Similar to Delos Wealth Advisors

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

Delos Wealth Advisors, LLC is an institutional investor managing $195M across 304 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 Delos Wealth Advisors are KEATING INVESTMENT COUNSELORS, Pinnacle Wealth Group, Ridge Creek Global, with shared positions in $AEM, $PEP, $COP, $MS, $NEE, $ETN. The full ranking of 25 similar funds is below.

#1KEATING INVESTMENT COUNSELORS INCSmart money
Notable overlap · 3 shared positions
$AEM$PEP$COP
$364M
59 positions
#2Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 4 shared positions
$AEM$PEP$MS$NEE
$214M
128 positions
#3Ridge Creek Global, IncPassive
Some overlap · 4 shared positions
$AEM$ETN$DIS$NEE
$129M
94 positions
#4LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$LNT$MCD$TXN$WM$MSI
$1.0B
154 positions
#5DOHENY ASSET MANAGEMENT /CAActive
Some overlap · 4 shared positions
$AEM$ETN$TXN$VST
$172M
61 positions
#6REAVES W H & CO INCActive
Some overlap · 3 shared positions
$LNT$VST$NEE
$6.6B
94 positions
#7MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 4 shared positions
$AEM$ETN$VLO$NEE
$290M
179 positions
#8PKO Investment Management Joint-Stock CoPassive
Some overlap · 3 shared positions
$AEM$PEP$TXN
$1.4B
228 positions
#9GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$LNT$ETN$PEP
$1.2B
383 positions
#10Olistico Wealth, LLCPassive
Some overlap · 3 shared positions
$LNT$MCD$TXN
$234M
334 positions
#11OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$LNT$PEP$MCD$WM$NEE
$183M
31 positions
#12Ruggaard & Associates LLCPassive
Some overlap · 4 shared positions
$AEM$VLO$TXN$COP
$279M
128 positions
#13Murphy Pohlad Asset Management LLCPassive
Some overlap · 3 shared positions
$AEM$PEP$COP
$287M
135 positions
#14RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$LNT$ETN$MCD
$969M
578 positions
#15BAYSHORE ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$LNT$ETN$NEE
$280M
52 positions
#16ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 6 shared positions
$AEM$PEP$STLD$TXN$WM$MSI
$460M
220 positions
#17BRADLEY FOSTER & SARGENT INC/CTActive
Slight overlap · 3 shared positions
$AEM$PEP$COP
$7.1B
535 positions
#18Oak Harvest Investment ServicesPassive
Slight overlap · 5 shared positions
$AEM$ETN$MCD$TXN$MS
$1.1B
168 positions
#19Enhancing Capital LLCPassive
Slight overlap · 7 shared positions
$LNT$MCD$TXN$COP$DIS$WM
$145M
90 positions
#20AlTi Global, Inc.Active
Slight overlap · 3 shared positions
$AEM$PEP$DIS
$4.8B
505 positions
#21RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Slight overlap · 7 shared positions
$AEM$ETN$VLO$MCD$COP$MSI
$1.1B
90 positions
#22Capital Wealth Planning, LLCActive
Slight overlap · 3 shared positions
$AEM$MPC$MCD
$20.0B
154 positions
#23Financial Connections Group, Inc.
Slight overlap · 4 shared positions
$LNT$PEP$DIS$NEE
$288M
251 positions
#24Merewether Investment Management, LPActive
Slight overlap · 3 shared positions
$LNT$MPC$VST
$5.3B
81 positions
#25INSIGHT 2811, INC.Active
Slight overlap · 4 shared positions
$AEM$PEP$MCD$MS
$259M
108 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.