13F Pro

Hedge Funds Similar to Private Wealth Advisors

13F Portfolio OverlapQ2 2026Private Wealth Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Private Wealth Advisors, LLC is an institutional investor managing $391M across 95 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 Private Wealth Advisors are GLOBALT Investments / GA, EDENTREE ASSET Ltd, apricus wealth, with shared positions in $STT, $ADI, $T, $NKE, $PFG, $ADM. The full ranking of 25 similar funds is below.

#1GLOBALT Investments LLC / GAActive
Notable overlap · 3 shared positions
$STT$ADI$T
$3.0B
213 positions
#2EDENTREE ASSET MANAGEMENT LtdActive
Some overlap · 3 shared positions
$ADI$NKE$PFG
$328M
66 positions
#3apricus wealth, LLCPassive
Some overlap · 3 shared positions
$ADM$STT$OKE
$210M
129 positions
#4Corecam AGActive
Some overlap · 4 shared positions
$SII$ADI$TGT$EIX
$117M
50 positions
#5EQUITY INVESTMENT CORPActive
Some overlap · 3 shared positions
$T$NKE$TGT
$5.2B
76 positions
#6Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$ADM$NKE$TGT
$187M
75 positions
#7Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$TGT$OKE
$1.5B
138 positions
#8Newport Trust Company, LLCActive
Some overlap · 3 shared positions
$T$STT$NKE
$41.5B
63 positions
#9Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$STT$DECK$ADI
$683M
137 positions
#10Miller Global Investments, LLCPassive
Some overlap · 3 shared positions
$SII$T$OKE
$121M
295 positions
#11BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$STT$T$RIVN
$453M
117 positions
#12Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$T$ADM$TGT
$316M
157 positions
#13DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$TGT$PFG
$530M
92 positions
#14PSI Advisors, LLCActive
Slight overlap · 3 shared positions
$STT$TGT$PFG
$430M
151 positions
#15Unison Advisors LLCActive
Slight overlap · 3 shared positions
$SQM$ADM$PFG
$1.4B
173 positions
#16Paradiem, LLCPassive
Slight overlap · 3 shared positions
$ADI$OKE$EIX
$464M
68 positions
#17Athena Investment ManagementPassive
Slight overlap · 3 shared positions
$ADM$T$ADI
$169M
132 positions
#18Kingsview Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$NKE$STT$ADI
$8.3B
1,432 positions
#19Manske Wealth ManagementPassive
Slight overlap · 3 shared positions
$T$STT$EIX
$403M
226 positions
#20Forty-three Eighteen Advisors, LLCPassive
Slight overlap · 3 shared positions
$ADM$EIX$PFG
$149M
74 positions
#21Koss-Olinger Consulting, LLCSmart money
Slight overlap · 3 shared positions
$STT$TGT$NKE
$1.3B
172 positions
#22Evergreen Private Wealth LLCPassive
Slight overlap · 3 shared positions
$T$TGT$OKE
$270M
89 positions
#231834 INVESTMENT ADVISORS COPassive
Slight overlap · 3 shared positions
$T$TGT$EIX
$883M
211 positions
#24MEEDER ASSET MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$STT$ADI$EIX
$2.0B
930 positions
#25McKinney Capital Management, LLCActive
Slight overlap · 3 shared positions
$T$OKE$EIX
$254M
87 positions

Compare Private Wealth Advisors’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 Private Wealth Advisors’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.