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Hedge Funds Similar to Sightline Wealth Advisors

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

Sightline Wealth Advisors, LLC is an institutional investor managing $273M across 93 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 Sightline Wealth Advisors are Regatta Research & Money, McGowan Group Asset, Congress Park, with shared positions in $NAD, $PFE, $NZF, $TXN, $NUV, $SKT. The full ranking of 25 similar funds is below.

#1Regatta Research & Money ManagementPassive
Some overlap · 3 shared positions
$NAD$PFE$NZF
$106M
495 positions
#2McGowan Group Asset Management, Inc.Active
Some overlap · 3 shared positions
$NAD$TXN$NZF
$823M
154 positions
#3Congress Park Capital LLCPassive
Some overlap · 3 shared positions
$NAD$NZF$NUV
$370M
134 positions
#4AR ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$SKT$PFE$TXN
$546M
122 positions
#5Estabrook Capital ManagementPassive
Slight overlap · 4 shared positions
$C$PFE$TXN$ETN
$739M
344 positions
#6FUKOKU MUTUAL LIFE INSURANCE CoActive
Slight overlap · 4 shared positions
$C$PFE$TXN$ETN
$1.7B
256 positions
#7MCDONALD PARTNERS LLCPassive
Slight overlap · 4 shared positions
$C$PFE$TXN$ETN
$412M
621 positions
#8SKBA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$C$PFE$TXN
$606M
79 positions
#9Landmark Wealth Management, LLCActive
Slight overlap · 3 shared positions
$C$PFE$TXN
$418M
151 positions
#10Palouse Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$C$PFE$TXN
$160M
124 positions
#11Nexus Investment Management ULCActive
Slight overlap · 3 shared positions
$C$PFE$TXN
$767M
72 positions
#12Griffith & Werner, Inc.Passive
Slight overlap · 3 shared positions
$C$PFE$TXN
$213M
71 positions
#13Advisors Capital Management, LLCPassive
Slight overlap · 3 shared positions
$C$PFE$TXN
$9.4B
634 positions
#14BOURGEON CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$C$PFE$ETN
$679M
104 positions
#15DMKC Advisory Services, LLCActive
Slight overlap · 3 shared positions
$C$PFE$ETN
$530M
92 positions
#16Breakwater Capital GroupPassive
Slight overlap · 5 shared positions
$C$PFE$NAD$ETN$NUV
$833M
377 positions
#171834 INVESTMENT ADVISORS COPassive
Slight overlap · 3 shared positions
$C$PFE$TXN
$883M
211 positions
#18WETZEL INVESTMENT ADVISORS, INC.Active
Slight overlap · 3 shared positions
$C$PFE$ETN
$289M
139 positions
#19Mystic Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$C$PFE$ETN
$468M
225 positions
#20Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Slight overlap · 3 shared positions
$C$PFE$TXN
$249M
151 positions
#21HORIZON BANCORP INC /IN/Active
Slight overlap · 3 shared positions
$C$PFE$ETN
$213M
197 positions
#22FIRST BUSINESS FINANCIAL SERVICES, INC.Smart money
Slight overlap · 3 shared positions
$C$TXN$CIEN
$1.3B
201 positions
#23Cambridge Financial Group, Inc.Active
Slight overlap · 3 shared positions
$C$TXN$ETN
$287M
33 positions
#24BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Slight overlap · 3 shared positions
$C$TXN$ETN
$371M
394 positions
#25TL Private WealthSmart money
Slight overlap · 3 shared positions
$C$TXN$ETN
$273M
54 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.