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Hedge Funds Similar to Portus Wealth Advisors

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

Portus Wealth Advisors, LLC is an institutional investor managing $121M across 50 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 Portus Wealth Advisors are Avantax Planning Partners, Cassaday & Wealth, ELEMENT POINTE ADVISORS, with shared positions in $STT, $LMT, $PEP, $SHOP, $VRT, $AXP. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active
Notable overlap · 3 shared positions
$STT$LMT$PEP
$4.0B
454 positions
#2Cassaday & Co Wealth Management LLCActive
Notable overlap · 3 shared positions
$STT$PEP$LMT
$5.3B
1,313 positions
#3ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$SHOP$VRT
$621M
90 positions
#4HENGEHOLD CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$STT$LMT$PEP
$1.3B
229 positions
#5Arch Global Advisors, LLCActive
Some overlap · 3 shared positions
$STT$PEP$AXP
$226M
59 positions
#6Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 3 shared positions
$STT$AXP$LMT
$169M
339 positions
#7FARMERS TRUST CO
Some overlap · 4 shared positions
$STT$PEP$LMT$NUE
$637M
203 positions
#8SEARLE & CO.Passive
Some overlap · 3 shared positions
$AXP$NUE$PEP
$445M
194 positions
#9Allied Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$PEP$LMT
$797M
110 positions
#10HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$STT$PEP$AXP$LMT
$321M
107 positions
#11Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$AXP$NUE$LMT$PEP
$113M
87 positions
#12Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$PEP$VRT
$251M
74 positions
#13THAMES CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$STT$VRT$CIFR
$1.2B
56 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$PEP$LMT
$530M
92 positions
#15Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$AXP$LMT
$7.6B
789 positions
#16InvesTrustPassive
Some overlap · 3 shared positions
$NUE$PEP$AXP
$260M
95 positions
#17Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$PEP$SPGI
$108M
52 positions
#18Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$AXP$PEP$LMT
$467M
118 positions
#19Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$AXP$PEP$LMT
$968M
178 positions
#20Focused Investors LLCActive
Some overlap · 3 shared positions
$AXP$PEP$LMT
$3.0B
23 positions
#21FOUNDERS CAPITAL MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$AXP$PEP$LMT
$670M
79 positions
#22PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$NUE$PEP$SPGI
$209M
54 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AXP$PEP$LMT
$181M
81 positions
#24COURIER CAPITAL LLCActive
Some overlap · 4 shared positions
$STT$LMT$AXP$PEP
$2.0B
399 positions
#25Cambridge Financial Group, LLCActive
Some overlap · 3 shared positions
$AXP$PEP$NUE
$318M
155 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.