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Hedge Funds Similar to Physician Wealth Advisors

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

Physician Wealth Advisors, Inc. is an institutional investor managing $837M across 2,334 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 Physician Wealth Advisors are LIFELONG WEALTH ADVISORS, Hudson, One Wealth Advisors, with shared positions in $GLDM, $MUFG, $WFC, $CI, $EXR, $TDY. The full ranking of 9 similar funds is below.

#1LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$GLDM$MUFG$WFC
$426M
99 positions
#2Hudson Capital Management LLCPassive
Some overlap · 3 shared positions
$GLDM$WFC$CI
$414M
74 positions
#3One Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$MUFG$WFC
$906M
326 positions
#4American Investment Services, Inc.Active
Slight overlap · 3 shared positions
$GLDM$CI$EXR
$473M
133 positions
#5Aristotle Capital Management, LLCActive
Slight overlap · 3 shared positions
$MUFG$TDY$WFC
$47.7B
212 positions
#617 CAPITAL PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$MUFG$TDY$WFC
$222M
176 positions
#7Livet Wealth, LLCActive
Slight overlap · 3 shared positions
$MUFG$GLDM$TDY
$173M
122 positions
#8Wallace Advisory Group, LLCPassive
Slight overlap · 3 shared positions
$GLDM$WFC$CI
$106M
134 positions
#9XY Planning Network, Inc.Passive
Slight overlap · 3 shared positions
$MUFG$GLDM$WFC
$797M
340 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.