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Hedge Funds Similar to San Luis Wealth Advisors

13F Portfolio OverlapQ3 2026San Luis Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

San Luis Wealth Advisors LLC is an institutional investor managing $685M across 186 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 San Luis Wealth Advisors are Cygnus Advisors, Catherine Avery Investment, EQUITY INVESTMENT, with shared positions in $UPS, $TGT, $NVO, $ADBE, $VZ, $TFC. The full ranking of 25 similar funds is below.

#1Cygnus Capital Advisors, LLCPassive
Notable overlap · 4 shared positions
$UPS$TGT$NVO$ADBE
$147M
74 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$UPS$TGT$VZ$TFC$STX$PSX
$116M
172 positions
#3EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$UPS$TGT$VZ$TFC
$5.2B
76 positions
#4Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$TGT$UPS$ADBE
$170M
73 positions
#5Richard W. Paul & Associates, LLCPassive
Some overlap · 7 shared positions
$UPS$TGT$NVO$VRT$VZ$MO
$327M
320 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$TGT$UPS$VZ$MO
$181M
81 positions
#7Verity & Verity, LLCActive
Some overlap · 6 shared positions
$TGT$UPS$VZ$MO$VICI$PSX
$1.5B
139 positions
#8Capital CS Group, LLCActive
Some overlap · 3 shared positions
$UPS$IBIT$VZ
$127M
72 positions
#9Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$UPS$ADBE$STX
$162M
52 positions
#10Strategic Planning, Inc.
Some overlap · 4 shared positions
$UPS$NVO$VZ$MO
$199M
54 positions
#11Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$UPS$VZ$MO$PSX
$94M
64 positions
#12Cullen Capital Management, LLCActive
Some overlap · 5 shared positions
$UPS$TGT$TFC$MO$VICI
$10.2B
208 positions
#13Peloton Wealth StrategistsPassive
Some overlap · 4 shared positions
$NVO$TGT$VRT$APH
$271M
91 positions
#14Sage Capital Advisors,llcPassive
Some overlap · 4 shared positions
$UPS$VRT$VZ$SPCX
$498M
145 positions
#15Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$UPS$VZ$MO
$132M
155 positions
#16Signature Wealth Management Group
Some overlap · 3 shared positions
$TGT$UPS$TFC
$263M
128 positions
#17Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$TGT$IBIT$VZ
$162M
66 positions
#18Measured Wealth Private Client Group, LLCPassive
Some overlap · 3 shared positions
$UPS$MO$APH
$414M
723 positions
#19Applied Finance Capital Management, LLCPassive
Some overlap · 4 shared positions
$ADBE$TGT$KLAC$VZ
$1.3B
218 positions
#20VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 3 shared positions
$UPS$VZ$VICI
$213M
61 positions
#21Sompo Asset Management Co., Ltd.Active
Some overlap · 4 shared positions
$UPS$ADBE$KLAC$TFC
$609M
177 positions
#22Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$UPS$VZ$MO$NVO
$404M
39 positions
#23CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 4 shared positions
$UPS$IBIT$VZ$MO
$191M
102 positions
#24Cove Private Wealth, LLCPassive
Some overlap · 3 shared positions
$UPS$ADBE$APH
$518M
207 positions
#25Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$NVO$KLAC$VZ$MO$STX
$259M
118 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.