13F Pro

Hedge Funds Similar to JOURNEY STRATEGIC WEALTH

13F Portfolio OverlapQ1 2026JOURNEY STRATEGIC WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

JOURNEY STRATEGIC WEALTH LLC is an institutional investor managing $4.0B across 821 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to JOURNEY STRATEGIC WEALTH are Wealth Advisory Solutions, Detalus Advisors, 4WEALTH ADVISORS, with shared positions in $PEP, $GLDM, $AXP, $PM, $MCD, $KLAC. The full ranking of 25 similar funds is below.

#1Wealth Advisory Solutions, LLCPassive
Slight overlap · 3 shared positions
$PEP$GLDM$AXP
$487M
150 positions
#2Detalus Advisors, LLCActive
Slight overlap · 3 shared positions
$PEP$GLDM$PM
$513M
191 positions
#34WEALTH ADVISORS, INC.Passive
Slight overlap · 3 shared positions
$PEP$GLDM$MCD
$130M
151 positions
#4WBH ADVISORY INCPassive
Slight overlap · 3 shared positions
$PEP$GLDM$MCD
$1.5B
363 positions
#5Allen Capital Group, LLCPassive
Slight overlap · 3 shared positions
$PEP$GLDM$KLAC
$1.2B
319 positions
#6Cassaday & Co Wealth Management LLCSmart money
Slight overlap · 3 shared positions
$PEP$GLDM$MCD
$5.3B
1,313 positions
#7COURIER CAPITAL LLCPassive
Slight overlap · 3 shared positions
$PEP$GLDM$AXP
$2.0B
399 positions
#8MASECO LLPActive
Slight overlap · 3 shared positions
$PEP$GLDM$MCD
$3.6B
291 positions
#9Bangor Savings BankActive
Slight overlap · 3 shared positions
$PEP$GLDM$MCD
$1.4B
543 positions
#10Beaumont Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$1.6B
383 positions
#11SEARLE & CO.Passive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$445M
194 positions
#12Raab & Moskowitz Asset Management LLCPassive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$497M
198 positions
#13Sky Investment Group LLCPassive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$637M
146 positions
#14InvesTrustPassive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$260M
95 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$252M
43 positions
#16LETSON INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$PEP$AXP$PM$MCD
$273M
104 positions
#17CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Slight overlap · 4 shared positions
$PEP$AXP$MCD$KLAC
$195M
67 positions
#18MJT & Associates Financial Advisory Group, Inc.Active
Slight overlap · 4 shared positions
$PEP$AXP$MCD$KLAC
$151M
465 positions
#19Alhambra Investment Partners LLCPassive
Slight overlap · 4 shared positions
$PEP$AXP$MCD$KLAC
$229M
182 positions
#20SENTINEL TRUST CO LBASmart money
Slight overlap · 3 shared positions
$PEP$GLDM$MCD
$1.1B
136 positions
#21SMITH SHELLNUT WILSON LLC /ADVPassive
Slight overlap · 4 shared positions
$PEP$PM$MCD$LITE
$268M
161 positions
#22Beacon Harbor Wealth Advisors, Inc.Passive
Slight overlap · 4 shared positions
$PEP$PM$MCD$LITE
$513M
70 positions
#23Optimist Retirement Group LLCActive
Slight overlap · 4 shared positions
$PEP$PM$MCD$KLAC
$259M
118 positions
#24HOWE & RUSLING INCPassive
Slight overlap · 4 shared positions
$PEP$PM$MCD$KLAC
$1.7B
479 positions
#25Pathway Financial Advisers, LLCPassive
Slight overlap · 4 shared positions
$PEP$PM$MCD$KLAC
$397M
167 positions

Compare JOURNEY STRATEGIC WEALTH’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View JOURNEY STRATEGIC WEALTH’s holdings

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.