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Hedge Funds Similar to Focused Wealth

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

Focused Wealth Management, Inc is an institutional investor managing $1.1B across 266 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 Focused Wealth are Hedeker Wealth, Advisors, Ranch Advisors, with shared positions in $C, $BX, $CEG, $KMI, $PFE, $STWD. The full ranking of 25 similar funds is below.

#1Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$C$BX$CEG$KMI
$524M
92 positions
#2Advisors Capital Management, LLCPassive
Some overlap · 5 shared positions
$C$BX$PFE$STWD$KMI
$9.4B
634 positions
#3Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$C$BX$PFE
$316M
157 positions
#4SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$PFE$KMI$MMM
$606M
79 positions
#5Next Level Private LLCPassive
Some overlap · 4 shared positions
$BX$PFE$MO$C
$511M
174 positions
#6Huber Capital Management LLCActive
Some overlap · 3 shared positions
$C$PFE$CEG
$679M
99 positions
#7Griffith & Werner, Inc.Passive
Some overlap · 3 shared positions
$C$PFE$CEG
$213M
71 positions
#8Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$BX$PFE$KMI$C
$223M
81 positions
#9R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$C$PFE$MO$KMI
$188M
39 positions
#10WESTBOURNE INVESTMENTS, INC.Passive
Some overlap · 3 shared positions
$C$PFE$MO
$245M
149 positions
#11Adams Asset Advisors, LLCActive
Some overlap · 3 shared positions
$C$PFE$MO
$882M
88 positions
#12Widmann Financial Services, Inc.Passive
Some overlap · 3 shared positions
$C$PFE$MO
$186M
123 positions
#13BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$C$PFE$MRVL
$679M
104 positions
#14HOURGLASS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$C$PFE$KMI
$508M
127 positions
#15Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$C$PFE$MO
$181M
81 positions
#16ADELL HARRIMAN & CARPENTER INCActive
Slight overlap · 3 shared positions
$BX$C$MRVL
$2.0B
158 positions
#17Massachusetts Wealth ManagementPassive
Slight overlap · 3 shared positions
$C$PFE$MMM
$262M
98 positions
#18Mirador Capital Partners LPPassive
Slight overlap · 3 shared positions
$BX$C$KMI
$817M
218 positions
#19TORRAY LLCActive
Slight overlap · 3 shared positions
$BX$PFE$CEG
$741M
91 positions
#20Wellington Shields & Co., LLCPassive
Slight overlap · 4 shared positions
$C$BX$CEG$KMI
$446M
329 positions
#21SHIKIAR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$C$CEG$GBDC
$396M
113 positions
#221834 INVESTMENT ADVISORS COPassive
Slight overlap · 4 shared positions
$C$PFE$MO$KMI
$883M
211 positions
#23XXI WEALTH, LLCPassive
Slight overlap · 3 shared positions
$BX$C$MO
$218M
226 positions
#24Trace Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$BX$PFE$MO
$153M
69 positions
#25LSV ASSET MANAGEMENTActive
Slight overlap · 3 shared positions
$C$PFE$MO
$55.1B
889 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.