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Hedge Funds Similar to SILVERLAKE WEALTH

13F Portfolio OverlapQ3 2026SILVERLAKE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

SILVERLAKE WEALTH MANAGEMENT LLC is an institutional investor managing $536M across 398 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 SILVERLAKE WEALTH are Disciplined Equity, Paradigm, TECTONIC ADVISORS, with shared positions in $VZ, $KMI, $OKE, $MO, $T, $PFE. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Some overlap · 6 shared positions
$VZ$KMI$OKE$MO$T$PFE
$227M
47 positions
#2Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$VZ$KMI$OKE$MO$T$PFE
$116M
65 positions
#3TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$VZ$OKE$MO$T$ET$PFE
$2.2B
277 positions
#4Adams Asset Advisors, LLCActive
Some overlap · 6 shared positions
$VZ$MO$T$ET$PFE$KMB
$984M
94 positions
#5International Private Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$VZ$KMI$OKE$KMB$MO$PFE
$194M
160 positions
#6BCWM, LLCPassive
Some overlap · 5 shared positions
$VZ$KMI$MO$T$PFE
$342M
57 positions
#7MILLINGTON SECURITIES, LLC
Some overlap · 5 shared positions
$VZ$OKE$MO$PFE$T
$362M
275 positions
#81834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$VZ$KMI$MO$T$PFE
$886M
232 positions
#9Dynamic Financial GroupSmart money
Some overlap · 5 shared positions
$VZ$MO$T$PFE$KMB
$132M
76 positions
#10Lloyd Advisory Services, LLC.Passive
Some overlap · 5 shared positions
$VZ$MO$T$PFE$KMB
$258M
628 positions
#11VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$MO$T$KMB$GLW
$1.1B
141 positions
#12Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$VZ$MO$T$PFE$GLW
$186M
123 positions
#13Measured Risk Portfolios, Inc.Active
Some overlap · 4 shared positions
$VZ$KMI$MO$KMB
$94M
64 positions
#14Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$VZ$KMI$T$PFE
$143M
66 positions
#15Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$VZ$MO$ET$PFE
$221M
41 positions
#16Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 4 shared positions
$VZ$KMI$PFE$GLW
$3.2B
82 positions
#17FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$VZ$KMI$KMB$GLW
$202M
327 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$VZ$KMI$KMB$GLW$PFE
$1.1B
120 positions
#19SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$VZ$KMI$T$PFE
$606M
79 positions
#20Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$VZ$MO$PFE$T
$404M
39 positions
#21John Boyer, Inc.Smart money
Some overlap · 4 shared positions
$VZ$MO$PFE$T
$126M
227 positions
#22P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$VZ$MO$PFE$KMB
$133M
66 positions
#23Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$KMI$OKE$ET$VZ$T
$605M
313 positions
#24TT Capital Management LLCActive
Some overlap · 4 shared positions
$VZ$OKE$PFE$ET
$137M
87 positions
#25Verity & Verity, LLCActive
Some overlap · 4 shared positions
$VZ$OKE$MO$PFE
$1.5B
139 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.