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Hedge Funds Similar to Gutierrez Wealth Advisory

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

Gutierrez Wealth Advisory, LLC is an institutional investor managing $173M across 70 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 Gutierrez Wealth Advisory are Catalyst Investment, MidAtlantic, ADE, with shared positions in $DOV, $BAH, $DE, $AMGN, $WPC. The full ranking of 22 similar funds is below.

#1Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$BAH$DE
$110M
73 positions
#2MidAtlantic Capital Management, Inc.Active
Some overlap · 3 shared positions
$DOV$DE$BAH
$161M
86 positions
#3ADE, LLCActive
Some overlap · 3 shared positions
$BAH$DOV$AMGN
$237M
93 positions
#4Asset Advisors Investment Management, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$DE
$1.1B
102 positions
#5SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$DOV$BAH$DE
$248M
141 positions
#6DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$DE$AMGN$DOV
$124M
100 positions
#7BURKETT FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$DE
$320M
266 positions
#8Copia Wealth Management
Some overlap · 3 shared positions
$DOV$DE$AMGN
$166M
570 positions
#9Evergreen Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$BAH$DOV$AMGN
$1.9B
515 positions
#10Lighthouse Financial LLCActive
Some overlap · 3 shared positions
$BAH$AMGN$DOV
$193M
78 positions
#11Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$BAH$AMGN
$1.2B
297 positions
#12BROWN, LISLE/CUMMINGS, INC.
Some overlap · 3 shared positions
$AMGN$WPC$DE
$400M
1,021 positions
#13PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 3 shared positions
$AMGN$DOV$DE
$1.7B
240 positions
#14ATLAS CAPITAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$DOV$DE$AMGN
$875M
989 positions
#15Weaver Consulting GroupPassive
Some overlap · 3 shared positions
$WPC$BAH$DOV
$488M
297 positions
#16WealthSpring Partners, LLCActive
Slight overlap · 3 shared positions
$DOV$AMGN$DE
$116M
71 positions
#17OPTIONS SOLUTIONS, LLCActive
Slight overlap · 3 shared positions
$DOV$DE$AMGN
$195M
76 positions
#18Abacus Planning Group, Inc.Active
Slight overlap · 3 shared positions
$DOV$DE$AMGN
$809M
259 positions
#19Crews Bank & TrustPassive
Slight overlap · 3 shared positions
$DE$DOV$AMGN
$766M
662 positions
#20Red Mountain Financial, LLCPassive
Slight overlap · 3 shared positions
$AMGN$DE$DOV
$119M
82 positions
#21Battery Global Advisors, LLCSmart money
Slight overlap · 3 shared positions
$DOV$WPC$AMGN
$200M
157 positions
#22Aspire Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$DE$AMGN$BAH
$514M
134 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.