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Hedge Funds Similar to Moss Adams Wealth Advisors

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

Moss Adams Wealth Advisors LLC is an institutional investor managing $1.6B across 307 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 Moss Adams Wealth Advisors are Friday Financial, FLOW TRADERS U.S., Brio Consultants, with shared positions in $STT, $MS, $SNDK, $ASML, $UPS, $AXP. The full ranking of 25 similar funds is below.

#1Friday FinancialActive
Substantial overlap · 3 shared positions
$STT$MS$SNDK
$373M
108 positions
#2FLOW TRADERS U.S. LLCPassive
Notable overlap · 3 shared positions
$STT$ASML$SNDK
$2.4B
979 positions
#3Brio Consultants, LLCActive
Some overlap · 4 shared positions
$STT$ASML$UPS$AXP
$853M
164 positions
#4Opal Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$STT$ASML$AXP
$463M
224 positions
#5Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$ASML$AXP
$7.6B
789 positions
#6Harvest Investment Advisors, LLCActive
Some overlap · 3 shared positions
$STT$MS$UPS
$202M
58 positions
#7McAdam, LLCActive
Some overlap · 3 shared positions
$STT$UPS$AXP
$2.6B
519 positions
#8Transamerica Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$ASML$SNDK
$1.2B
2,188 positions
#9Donoghue Forlines LLCPassive
Slight overlap · 3 shared positions
$STT$MS$SNDK
$387M
114 positions
#10Horizon Wealth Management, LLCActive
Slight overlap · 3 shared positions
$STT$AXP$MS
$785M
148 positions
#11Lorne Steinberg Wealth Management Inc.Passive
Slight overlap · 3 shared positions
$STT$MS$AXP
$487M
72 positions
#12Interchange Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$ASML$MS$SNDK$AXP
$532M
430 positions
#13L & S Advisors IncPassive
Slight overlap · 3 shared positions
$STT$MS$AXP
$967M
236 positions
#14Maltin Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$UPS$STT$SNDK$MS
$299M
146 positions
#15SAGE RHINO CAPITAL LLCPassive
Slight overlap · 4 shared positions
$ASML$MS$SNDK$AXP
$617M
385 positions
#16Jain Global LLCPassive
Slight overlap · 3 shared positions
$STT$SNDK$ASML
$25.4B
1,706 positions
#17WILLNER & HELLER, LLCPassive
Slight overlap · 3 shared positions
$ASML$MS$STT
$160M
165 positions
#18TWO SIGMA INVESTMENTS, LPPassive
Slight overlap · 4 shared positions
$ASML$RBLX$MS$SNDK
$138.1B
5,017 positions
#19Ballentine Partners, LLCActive
Slight overlap · 4 shared positions
$STT$ASML$MS$AXP
$8.2B
1,078 positions
#20VICTORY CAPITAL MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$UPS$ASML$STT$SNDK
$178.3B
2,482 positions
#21American Assets Investment Management, LLCActive
Slight overlap · 3 shared positions
$STT$MS$SNDK
$1.7B
146 positions
#22SeaBridge Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$ASML$MS$SNDK
$692M
188 positions
#23Winslow Capital Management, LLCActive
Slight overlap · 3 shared positions
$ASML$MS$SNDK
$29.1B
66 positions
#24E6 Portfolios, LLCActive
Slight overlap · 3 shared positions
$ASML$MS$SNDK
$125M
97 positions
#25STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$ASML$MS$SNDK
$417M
213 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.