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Hedge Funds Similar to Strategic Wealth Advisors

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

Strategic Wealth Advisors LLC is an institutional investor managing $117M across 260 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 Strategic Wealth Advisors are JMAC ENTERPRISES, Signet Investment Advisory Group, Andrews Advisory Associates, with shared positions in $IAU, $AMGN, $MS, $MCD, $MDT, $UNP. The full ranking of 25 similar funds is below.

#1JMAC ENTERPRISES LLCActive
Some overlap · 8 shared positions
$IAU$AMGN$MS$MCD$MDT$UNP
$593M
122 positions
#2Signet Investment Advisory Group, Inc.Passive
Some overlap · 7 shared positions
$IAU$MCD$AMGN$MDT$NOC$CSX
$227M
73 positions
#3Andrews Advisory Associates, LLCActive
Some overlap · 9 shared positions
$MCD$ALL$IAU$GWW$ADP$NOC
$208M
86 positions
#4CADINHA & CO LLCActive
Some overlap · 6 shared positions
$IAU$MCD$AMGN$GWW$UNP$APH
$675M
107 positions
#5Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$IAU$ALL$MS
$164M
74 positions
#6CPA Asset Management LLCActive
Some overlap · 5 shared positions
$IAU$MCD$AMGN$MS$PEP
$347M
97 positions
#7Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$IAU$AMGN$ALL$UNP$PEP
$155M
107 positions
#8Oak Asset Management, LLCActive
Some overlap · 8 shared positions
$AMGN$MCD$MS$MCHP$MDT$PEP
$311M
115 positions
#9Somerset Trust CoPassive
Some overlap · 9 shared positions
$AMGN$MCD$MS$ADP$MDT$PEP
$354M
186 positions
#10CAPE ANN SAVINGS BANKActive
Some overlap · 6 shared positions
$IAU$MCD$MS$MDT$PEP$GD
$212M
113 positions
#11Cushing Capital Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$MCD$GWW$ADP$SYK$AFL
$145M
99 positions
#12LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 9 shared positions
$MCD$AMGN$ADP$NOC$TT$UNP
$273M
104 positions
#13EQ WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$IAU$MCD$AMGN$CSX
$182M
57 positions
#14Wallington Asset Management, LLCActive
Some overlap · 6 shared positions
$IAU$AMGN$MDT$UNP$PEP$AFL
$814M
61 positions
#15BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$ALL$AMGN$MCD$O$CSX
$404M
99 positions
#16MBA Advisors LLCPassive
Some overlap · 5 shared positions
$IAU$AMGN$MCD$PEP$GD
$297M
166 positions
#17BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$IAU$AMGN$MS$SYK
$2.7B
812 positions
#18First PREMIER BankPassive
Some overlap · 7 shared positions
$MCD$AMGN$IAU$ADP$CSX$UNP
$619M
358 positions
#19Red Mountain Financial, LLCPassive
Some overlap · 6 shared positions
$IAU$MCD$AMGN$ALL$UNP$SYK
$119M
82 positions
#20A4 Wealth Advisors LLCActive
Some overlap · 5 shared positions
$IAU$AMGN$MS$CSX$TT
$151M
92 positions
#21HAMEL ASSOCIATES, INC.Passive
Some overlap · 7 shared positions
$MCD$AMGN$ADP$O$UNP$PEP
$363M
92 positions
#22Davis Capital ManagementPassive
Some overlap · 5 shared positions
$ALL$AMGN$MDT$UNP$GD
$169M
1,270 positions
#23SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 7 shared positions
$MCD$AMGN$ADP$COF$UNP$PEP
$1.8B
176 positions
#24Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$AMGN$MCD$PEP$APH
$71M
72 positions
#25Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$IAU$AMGN$MCD$SYK$AFL$GD
$1.3B
275 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.