13F Pro

Hedge Funds Similar to POWER WEALTH

13F Portfolio OverlapQ2 2026POWER WEALTH portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

POWER WEALTH MANAGEMENT LLC is an institutional investor managing $291M across 118 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 POWER WEALTH are HARRIS ASSOCIATES L P, BRIGHT ROCK, CUTLER INVESTMENT COUNSEL, with shared positions in $SCHW, $ELV, $C, $ICE, $EFX, $ABNB. The full ranking of 25 similar funds is below.

#1HARRIS ASSOCIATES L PActive
Notable overlap · 8 shared positions
$SCHW$ELV$C$ICE$EFX$ABNB
$75.4B
162 positions
#2BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$SCHW$ELV$VZ$ICE$NEE$TXN
$499M
73 positions
#3CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 6 shared positions
$SCHW$KR$VZ$NEE$DE$TXN
$1.1B
157 positions
#4Beverly Hills Private Wealth, LLCPassive
Some overlap · 5 shared positions
$SCHW$ELV$VZ$KR$MGM
$525M
255 positions
#5EDMP, INC.Passive
Some overlap · 5 shared positions
$BWA$ELV$VZ$C$CI
$124M
70 positions
#6Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$BWA$SCHW$SLV$DE
$125M
365 positions
#7Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 6 shared positions
$ELV$SCHW$CMI$NEE$CI$TXN
$111M
62 positions
#8Avise Financial Cooperative, Inc.Passive
Some overlap · 5 shared positions
$SCHW$ELV$VZ$KR$MGM
$141M
114 positions
#9Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SCHW$ELV$C$CMI
$658M
152 positions
#10ROCKLAND TRUST COPassive
Some overlap · 6 shared positions
$SCHW$ELV$NEE$ICE$VZ$TXN
$2.5B
317 positions
#11Oregon Pacific Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SCHW$ELV$ICE$ABNB
$107M
115 positions
#12Ruane, Cunniff & Goldfarb L.P.Active
Some overlap · 5 shared positions
$SCHW$ELV$ICE$COF$J
$6.4B
54 positions
#13Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$SCHW$C$DE$ELV$COF
$684M
359 positions
#14One Wealth Map LLCActive
Some overlap · 5 shared positions
$SCHW$ELV$ICE$ABNB$ADSK
$220M
106 positions
#15Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$C$NEE$COF$CTVA
$134M
104 positions
#16TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$SCHW$ELV$ICE$TXN
$143M
104 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$SCHW$VZ$KR$CMI$TXN
$665M
122 positions
#18Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$SCHW$ELV$C
$63.1B
341 positions
#19Richard C. Young & CO., LTD.Passive
Some overlap · 5 shared positions
$KR$SLV$CMI$VZ$TXN
$1.4B
101 positions
#20DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ELV$ADSK$CMI$DE
$124M
100 positions
#21Sendero Wealth Management, LLCActive
Some overlap · 5 shared positions
$SCHW$ICE$ABNB$COF$EFX
$1.0B
209 positions
#22CapitalatWork S.A.Active
Some overlap · 4 shared positions
$SCHW$ICE$DE$ABNB
$4.0B
93 positions
#23Aspen Wealth Strategies, LLCActive
Some overlap · 6 shared positions
$VZ$DE$KR$NEE$COF$C
$207M
89 positions
#24SPWM Advisors LLCActive
Some overlap · 4 shared positions
$SCHW$ELV$ICE$ABNB
$108M
90 positions
#25Chancellor Financial Group WB LPPassive
Some overlap · 5 shared positions
$C$CMI$NEE$DE$VZ
$162M
149 positions

Compare POWER 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 POWER 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.