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Hedge Funds Similar to EQ WEALTH ADVISORS

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

EQ WEALTH ADVISORS, LLC is an institutional investor managing $182M across 57 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 EQ WEALTH ADVISORS are CPA Asset, GenWealth Group, WEALTHSPAN PARTNERS, with shared positions in $IAU, $MCD, $AMGN, $NMZ, $CSX, $BTC. The full ranking of 25 similar funds is below.

#1CPA Asset Management LLCActive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$357M
86 positions
#2GenWealth Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$AMGN$MCD$NMZ
$641M
88 positions
#3WEALTHSPAN PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$CSX$MCD
$317M
129 positions
#4MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$297M
166 positions
#5Cushing Capital Partners, LLCPassive
Notable overlap · 3 shared positions
$IAU$BTC$MCD
$163M
113 positions
#6Sage Investment Advisers LLCPassive
Notable overlap · 3 shared positions
$IAU$CSX$MCD
$154M
96 positions
#7Signet Investment Advisory Group, Inc.Passive
Notable overlap · 4 shared positions
$IAU$CSX$MCD$AMGN
$227M
73 positions
#8Forza Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$IAU$AMGN$MCD
$346M
194 positions
#9CADINHA & CO LLCActive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$616M
107 positions
#10Regatta Research & Money ManagementPassive
Notable overlap · 3 shared positions
$IAU$NZF$AMGN
$106M
495 positions
#11Red Mountain Financial, LLCActive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$119M
82 positions
#12JMAC ENTERPRISES LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$MCD
$593M
122 positions
#13Strategic Wealth Advisors LLCActive
Some overlap · 4 shared positions
$IAU$MCD$AMGN$CSX
$117M
260 positions
#14A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$AMGN$CSX
$153M
76 positions
#15Ascension Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$BTC$MCD$AMGN
$356M
97 positions
#16Blossom Wealth ManagementActive
Some overlap · 3 shared positions
$IAU$AMGN$MCD
$71M
72 positions
#17Mosley Wealth ManagementPassive
Some overlap · 3 shared positions
$IAU$MCD$AMGN
$343M
806 positions
#18First PREMIER BankPassive
Some overlap · 4 shared positions
$MCD$CSX$AMGN$IAU
$621M
388 positions
#19North Forty Two & Co.Passive
Some overlap · 3 shared positions
$IAU$CSX$AMGN
$121M
106 positions
#20Weil Company, Inc.Passive
Some overlap · 4 shared positions
$IAU$MCD$BTC$CSX
$580M
134 positions
#21Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$AMGN
$1.4B
275 positions
#22Yoffe Investment Management, LLCPassive
Some overlap · 3 shared positions
$CSX$MCD$AMGN
$87M
113 positions
#23Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$IAU$AMGN$MCD
$212M
171 positions
#24Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$MCD$CSX$AMGN
$170M
61 positions
#25BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$CSX$MCD$AMGN
$405M
98 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.