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Hedge Funds Similar to Octavia Wealth Advisors

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

Octavia Wealth Advisors, LLC is an institutional investor managing $1.2B across 231 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 Octavia Wealth Advisors are BENEDICT FINANCIAL ADVISORS, TOEWS, Measured Risk Portfolios, with shared positions in $MO, $PM, $CRWD, $QCOM, $VZ, $PLTR. The full ranking of 25 similar funds is below.

#1BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$MO$PM$CRWD$QCOM$VZ
$515M
142 positions
#2TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$MO$PM$PLTR$QCOM
$686M
151 positions
#3Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$MO$PM$QCOM$VZ$UPS
$112M
63 positions
#4O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MO$PM$WM
$125M
61 positions
#5Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$MO$PM$WM$SHEL
$312M
101 positions
#6Investmark Advisory Group LLCPassive
Some overlap · 4 shared positions
$MO$PM$PEP$QCOM
$263M
148 positions
#7Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MO$PM$PEP$VZ
$255M
278 positions
#8Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MO$PM$PEP$VZ
$497M
948 positions
#9PARK CIRCLE CoActive
Some overlap · 4 shared positions
$MO$PM$CM$VZ
$117M
53 positions
#10Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$MO$PM$PEP$CINF
$274M
79 positions
#11Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$MO$PM$VZ$UPS
$388M
39 positions
#12CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$MO$PM$VZ$UPS
$171M
71 positions
#13Stony Point Wealth Management Inc.Passive
Some overlap · 5 shared positions
$MO$PM$CRWD$KR$PEP
$283M
103 positions
#14Ellenbecker Investment GroupSmart money
Some overlap · 4 shared positions
$MO$PM$PEP$CRWD
$860M
149 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MO$PM$PEP$UPS
$252M
43 positions
#16Cedar Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$PM$MRVL
$389M
92 positions
#17P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$MO$PM$PEP$SHEL$VZ$UPS
$133M
66 positions
#18Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$PM$PEP
$140M
81 positions
#19Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MO$PM$PEP
$140M
26 positions
#20Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$MO$PM$PEP
$128M
41 positions
#21WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 3 shared positions
$MO$PM$WM
$97M
110 positions
#22SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$MO$PM$PEP
$141M
130 positions
#23Disciplined Equity Management, Inc.Smart money
Some overlap · 4 shared positions
$MO$PLTR$CRWD$VZ
$226M
45 positions
#24Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$MO$PM$QCOM
$1.2B
127 positions
#25Ridgepath Capital Management LLC
Some overlap · 3 shared positions
$MO$PM$VZ
$227M
54 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.