13F Pro

Hedge Funds Similar to Resonant Advisors

13F Portfolio OverlapQ3 2026Resonant Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Resonant Capital Advisors, LLC is an institutional investor managing $2.1B across 551 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Resonant Advisors are Blossom Wealth, Meridian Wealth Advisors, SAGE PRIVATE WEALTH GROUP, with shared positions in $IAU, $ADI, $QCOM, $AMGN, $ASML, $APH. The full ranking of 25 similar funds is below.

#1Blossom Wealth ManagementActive
Some overlap · 6 shared positions
$IAU$ADI$QCOM$AMGN$ASML$APH
$71M
72 positions
#2Meridian Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$MDY$MCK$MPC$ADI
$880M
211 positions
#3SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 5 shared positions
$IAU$ADI$MPC$QCOM$AXP
$298M
135 positions
#4BANK OF STOCKTONActive
Some overlap · 6 shared positions
$ADI$QCOM$PGR$AXP$ASML$PNC
$333M
124 positions
#5Alhambra Investment Partners LLCPassive
Some overlap · 5 shared positions
$IAU$QCOM$AMGN$AXP$PNC
$234M
184 positions
#6Canopy Partners, LLCPassive
Some overlap · 7 shared positions
$MDY$AXP$ASML$AMGN$MPC$PNC
$332M
256 positions
#7INVESCO, LLCActive
Some overlap · 6 shared positions
$ADI$MCK$AMGN$AXP$APH$PNC
$321M
131 positions
#8CPA Asset Management LLCActive
Some overlap · 6 shared positions
$IAU$AMGN$PNC$AXP$ASML$MPC
$357M
86 positions
#9Sunburst Financial Group, LLCActive
Some overlap · 6 shared positions
$ADI$QCOM$PGR$AMGN$AXP$APH
$631M
136 positions
#10BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ADI$AMGN$ASML$MDY$QCOM$APH
$8.0B
1,334 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$IAU$ADI$AMGN$AXP
$1.4B
275 positions
#12MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$IAU$MDY$MCK$QCOM
$431M
230 positions
#13Narwhal Capital ManagementActive
Some overlap · 4 shared positions
$IAU$ADI$AXP$QCOM
$1.4B
157 positions
#14EQUITABLE TRUST COPassive
Some overlap · 4 shared positions
$IAU$ADI$AXP$ASML
$2.4B
444 positions
#15Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$IAU$ADI$AMGN$PNC
$155M
107 positions
#16Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$ADI$AXP$APH
$830M
159 positions
#17PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 4 shared positions
$IAU$MDY$ADI$AMGN
$1.7B
236 positions
#18Vision Capital Management, Inc.Active
Some overlap · 4 shared positions
$IAU$QCOM$PGR$AMGN
$882M
151 positions
#19BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$IAU$ADI$ASML$MCK
$1.5B
234 positions
#20Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$MCK$MPC$AMGN
$161M
189 positions
#21DSG Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$AXP$APH$AZO$MCK
$704M
118 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$AXP$ASML
$710M
193 positions
#23MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$AMGN$MPC$ASML
$297M
166 positions
#24PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$ADI$QCOM$AMGN$AXP$PNC
$844M
219 positions
#25PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 5 shared positions
$ADI$QCOM$AMGN$AXP$PNC
$227M
276 positions

Compare Resonant 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 Resonant 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.