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Hedge Funds Similar to FOCUS Wealth Advisors

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

FOCUS Wealth Advisors, LLC is an institutional investor managing $216M across 61 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 FOCUS Wealth Advisors are Inman Jager Wealth, KRS, DecisionPoint Financial, with shared positions in $PLTR, $HWC, $PH, $AXP. The full ranking of 3 similar funds is below.

#1Inman Jager Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$HWC$PH
$188M
90 positions
#2KRS Capital Management, LLCActive
Slight overlap · 3 shared positions
$AXP$PLTR$PH
$215M
124 positions
#3DecisionPoint Financial, LLCActive
Slight overlap · 3 shared positions
$AXP$PH$PLTR
$540M
1,416 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.