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Hedge Funds Similar to Snowden Advisors

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

Snowden Capital Advisors LLC is an institutional investor managing $4.2B across 1,333 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 Snowden Advisors are BARTLETT & WEALTH, MOSELEY INVESTMENT, Forefront Wealth Partners, with shared positions in $ETN, $QCOM, $ASML, $AMGN, $SPGI, $NEE. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ETN$QCOM$ASML$AMGN$SPGI$NEE
$8.0B
1,334 positions
#2MOSELEY INVESTMENT MANAGEMENT INC
Some overlap · 5 shared positions
$PLTR$ETN$QCOM$AMGN$NEE
$314M
163 positions
#3Forefront Wealth Partners, LLC
Some overlap · 5 shared positions
$PLTR$ETN$ASML$SPGI$SCHW
$323M
177 positions
#4Prospera Capital Management, LLCActive
Some overlap · 5 shared positions
$PLTR$QCOM$ASML$NEE$SCHW
$320M
63 positions
#5McGuire Investment Group, LLCActive
Some overlap · 5 shared positions
$PLTR$QCOM$ASML$AMGN$SCHW
$1.1B
137 positions
#6ST GERMAIN D J CO INCPassive
Slight overlap · 5 shared positions
$ETN$QCOM$ASML$AMGN$NEE
$2.8B
914 positions
#7Banco de Sabadell, S.APassive
Slight overlap · 5 shared positions
$ETN$QCOM$ASML$AMGN$NEE
$170M
61 positions
#8Walsky Investment Management, Inc.Passive
Slight overlap · 5 shared positions
$ETN$QCOM$AMGN$SPGI$NEE
$108M
52 positions
#9HOWARD BAILEY SECURITIES, LLCActive
Slight overlap · 5 shared positions
$ETN$QCOM$ASML$SPGI$SCHW
$267M
121 positions
#10Resurgent Financial Advisors LLCPassive
Slight overlap · 5 shared positions
$ETN$ASML$AMGN$SPGI$NEE
$360M
316 positions
#11United Asset Strategies, Inc.Passive
Slight overlap · 5 shared positions
$ETN$ASML$AMGN$SPGI$SCHW
$1.4B
259 positions
#12Orion Capital Management LLC
Slight overlap · 4 shared positions
$PLTR$ETN$QCOM$AMGN
$323M
511 positions
#13TOEWS CORP /ADVActive
Slight overlap · 4 shared positions
$PLTR$ETN$QCOM$SCHW
$686M
151 positions
#14OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 4 shared positions
$PLTR$ETN$AMGN$NEE
$329M
323 positions
#15Nova R Wealth, Inc.Active
Slight overlap · 5 shared positions
$AMGN$SPGI$NEE$SCHW$ETN
$343M
86 positions
#16Orion Investment CoActive
Slight overlap · 4 shared positions
$PLTR$QCOM$ASML$NEE
$343M
73 positions
#17Global X Japan Co., Ltd.Active
Slight overlap · 4 shared positions
$PLTR$QCOM$ASML$AMGN
$2.7B
390 positions
#18Financial Sense Advisors, Inc.Passive
Slight overlap · 4 shared positions
$PLTR$QCOM$AMGN$NEE
$508M
137 positions
#19StrongBox Wealth, LLCPassive
Slight overlap · 5 shared positions
$ETN$PLTR$AMGN$NEE$ASML
$351M
267 positions
#20Ducere Wealth Management LLCPassive
Slight overlap · 4 shared positions
$PLTR$QCOM$ASML$SCHW
$333M
135 positions
#21Aventura Private Wealth, LLCPassive
Slight overlap · 4 shared positions
$PLTR$ETN$ASML$NEE
$326M
986 positions
#22SlateStone Wealth, LLCPassive
Slight overlap · 4 shared positions
$PLTR$ASML$AMGN$NEE
$1.3B
296 positions
#23SWEENEY & MICHEL, LLCPassive
Slight overlap · 5 shared positions
$ASML$AMGN$SCHW$PLTR$QCOM
$381M
164 positions
#24Palacios Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$PLTR$QCOM$AMGN$SCHW
$169M
76 positions
#25SALEM INVESTMENT COUNSELORS INCActive
Slight overlap · 4 shared positions
$PLTR$QCOM$ASML$ETN
$4.0B
1,244 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.