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Hedge Funds Similar to Emergent Wealth Advisors

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

Emergent Wealth Advisors, LLC is an institutional investor managing $192M across 122 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 Emergent Wealth Advisors are PeakShares, AGP FRANKLIN, CORDA Investment, with shared positions in $GLW, $CRWD, $UBER, $WELL, $WDC, $TJX. The full ranking of 25 similar funds is below.

#1PeakShares LLCActive
Notable overlap · 6 shared positions
$GLW$CRWD$UBER$WELL$WDC$TJX
$134.4B
122 positions
#2AGP FRANKLIN, LLCPassive
Notable overlap · 6 shared positions
$GLW$CRWD$SCCO$BA$TJX$DGX
$231M
93 positions
#3CORDA Investment Management, LLC.Active
Notable overlap · 3 shared positions
$WELL$SPG$GLW
$1.6B
85 positions
#4Minneapolis Portfolio Management Group, LLCActive
Notable overlap · 4 shared positions
$SPG$GLW$UBER$BA
$1.1B
34 positions
#5Retireful, LLCPassive
Notable overlap · 5 shared positions
$GLW$ALAB$CRWD$SNDK$WDC
$107M
81 positions
#6CMC Financial GroupActive
Notable overlap · 6 shared positions
$ALAB$CRWD$STLD$SNDK$WDC$TJX
$52M
45 positions
#7VMS Asset Management LimitedPassive
Notable overlap · 5 shared positions
$GLW$CRWD$SNDK$TER$WDC
$315M
33 positions
#8Bluebird Wealth Management LLCPassive
Notable overlap · 5 shared positions
$CRWD$GLW$UBER$TER$TJX
$115M
89 positions
#9BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 7 shared positions
$GLW$ALAB$RKLB$TER$WDC$SNDK
$462M
122 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$GLW$MTB$CRWD$SNDK
$560M
132 positions
#11PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$CRWD$GLW$SNDK$STLD$TER$WDC
$462M
86 positions
#12M.D. Sass, LLCActive
Some overlap · 4 shared positions
$WELL$DGX$SNDK$APH
$1.5B
39 positions
#13Scientech Research LLCPassive
Some overlap · 5 shared positions
$ALAB$CRWD$SNDK$TER$RKLB
$123M
224 positions
#14WIN ADVISORS, INCPassive
Some overlap · 5 shared positions
$CRWD$ALAB$SNDK$WDC$SPG
$281M
75 positions
#15Virtus Wealth Solutions LLCActive
Some overlap · 4 shared positions
$GLW$ALAB$SNDK$TER
$735M
53 positions
#16Goldstream Capital Management LtdActive
Some overlap · 5 shared positions
$CRWD$GLW$SNDK$TER$WDC
$132M
45 positions
#17Generation Capital Management LLCPassive
Some overlap · 4 shared positions
$ALAB$GLW$UBER$SNDK
$163M
83 positions
#18Whale Rock Capital Management LLCActive
Some overlap · 4 shared positions
$GLW$ALAB$SNDK$WDC
$12.5B
35 positions
#19LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$SPG$CRWD$GLW
$213M
124 positions
#20Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$GLW$APH$UBER$CRWD
$1.1B
120 positions
#21ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$SPG$WELL$SCCO
$102M
87 positions
#22Precision Wealth Strategies, LLCPassive
Some overlap · 5 shared positions
$GLW$SCCO$SNDK$WDC$APH
$332M
170 positions
#23PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$GLW$ALAB$WDC
$174M
92 positions
#24BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GLW$CRWD$SNDK$WDC
$543M
140 positions
#25Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$APH$CRWD$SNDK$UBER$WELL
$228M
70 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.