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Hedge Funds Similar to Strata Wealth Advisors

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

Strata Wealth Advisors, LLC is an institutional investor managing $410M across 97 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 Strata Wealth Advisors are TIMUCUAN ASSET, Salvus Wealth, Smith Group Asset, with shared positions in $ANET, $AXP, $ADI, $SCHW, $BKNG, $AWI. The full ranking of 25 similar funds is below.

#1TIMUCUAN ASSET MANAGEMENT INC/FLActive
Substantial overlap · 10 shared positions
$ANET$AXP$ADI$SCHW$BKNG$AWI
$2.7B
27 positions
#2Salvus Wealth Management, LLCPassive
Notable overlap · 10 shared positions
$SCHW$AXP$BKNG$ANET$AWI$SGI
$178M
125 positions
#3Smith Group Asset Management, LLCActive
Notable overlap · 6 shared positions
$ANET$ADI$AXP$BKNG$SCHW$HBAN
$2.5B
166 positions
#4CENTRAL SECURITIES CORPActive
Notable overlap · 4 shared positions
$AXP$ADI$SCHW$PGR
$1.3B
29 positions
#5Giverny Capital Inc.Active
Notable overlap · 7 shared positions
$SCHW$BKNG$ANET$ADI$NVR$PGR
$3.0B
51 positions
#6Varenne Capital PartnersActive
Notable overlap · 3 shared positions
$ANET$ADI$SCHW
$603M
30 positions
#7Dundas Partners LLPActive
Notable overlap · 3 shared positions
$AXP$ADI$BKNG
$1.4B
31 positions
#8Sava Infond d.o.o.Passive
Notable overlap · 4 shared positions
$ANET$ADI$BKNG$SNDK
$1.4B
242 positions
#9CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Notable overlap · 4 shared positions
$ANET$AXP$SCHW$MCD
$195M
67 positions
#10ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$ADI$SCHW$ANET$AXP
$130M
106 positions
#11Keystone Financial ServicesActive
Some overlap · 5 shared positions
$SCHW$ADI$BKNG$SNDK$PM
$388M
131 positions
#12Taylor Hoffman Capital Management LLCActive
Some overlap · 3 shared positions
$ANET$AWI$PM
$412M
122 positions
#13GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$AXP$SCHW$BKNG
$906M
153 positions
#14Elefante Mark BActive
Some overlap · 3 shared positions
$ADI$AXP$SCHW
$232M
60 positions
#15ProVise Management Group, LLCPassive
Some overlap · 4 shared positions
$ADI$SCHW$BKNG$PM
$1.5B
282 positions
#16Dempze Nancy EPassive
Some overlap · 3 shared positions
$ADI$AXP$SCHW
$209M
91 positions
#17Delaney Dennis RActive
Some overlap · 3 shared positions
$ADI$SCHW$AXP
$314M
61 positions
#18BLALOCK WILLIAMS, LLCPassive
Some overlap · 5 shared positions
$ANET$SCHW$AXP$PGR$PM
$154M
154 positions
#19Hemenway Trust Co LLCActive
Some overlap · 3 shared positions
$ADI$AXP$SCHW
$1.4B
135 positions
#20Sandhill Capital Partners LLCActive
Some overlap · 3 shared positions
$ANET$SCHW$AXP
$1.2B
98 positions
#21FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$BKNG$SCHW$ADI$PM
$355M
257 positions
#22DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$ADI$SCHW$PGR
$662M
37 positions
#23PUZO MICHAEL JPassive
Some overlap · 3 shared positions
$ADI$AXP$SCHW
$388M
66 positions
#24Longview Partners (Guernsey) LTDActive
Some overlap · 3 shared positions
$AXP$BKNG$PGR
$6.2B
23 positions
#25Notis-McConarty EdwardActive
Some overlap · 3 shared positions
$ADI$AXP$SCHW
$231M
67 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.