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Hedge Funds Similar to Strategies Wealth Advisors

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

Strategies Wealth Advisors, LLC is an institutional investor managing $1.1B across 202 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 Strategies Wealth Advisors are WESPAC Advisors SoCal, Faithward Advisors, Stonebridge Financial Group, with shared positions in $PLTR, $IAU, $VRT, $GD, $CRWD, $ROK. The full ranking of 25 similar funds is below.

#1WESPAC Advisors SoCal, LLCPassive
Some overlap · 7 shared positions
$PLTR$IAU$VRT$GD$CRWD$ROK
$560M
122 positions
#2Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$IAU$VRT$CCJ$CRWD
$819M
339 positions
#3Stonebridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$IAU$VRT$NEE$GD$GLW
$1.3B
275 positions
#4TOCQUEVILLE ASSET MANAGEMENT L.P.Passive
Some overlap · 5 shared positions
$IAU$VRT$NEE$CCJ$GLW
$7.6B
557 positions
#5Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$PLTR$VRT$CCJ$CRWD$GLW
$560M
132 positions
#6NTV ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PLTR$IAU$VRT$CCJ
$1.0B
317 positions
#7Rockline Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$VRT$NEE$GD
$522M
107 positions
#8Brendel Financial Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$NEE$GD
$216M
101 positions
#9Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$PLTR$VRT$CRWD$GLW$NEE
$214M
76 positions
#10BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$VRT$CCJ$CRWD$GLW
$543M
140 positions
#11Guardian Asset Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$CRWD$GLW$NEE
$217M
124 positions
#12Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$PLTR$IAU$NEE$GLW
$508M
137 positions
#13EverSource Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$FBTC$IAU$PLTR$CRWD
$3.0B
4,392 positions
#14PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$PLTR$VRT$CRWD$GLW$CEG
$174M
92 positions
#15True Vision MN LLC
Some overlap · 4 shared positions
$IAU$VRT$PLTR$CRWD
$194M
98 positions
#16HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$PLTR$CCJ$GLW$ROK$CEG
$217M
352 positions
#17Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$PLTR$VRT$CCJ$CRWD
$120M
92 positions
#18KERR FINANCIAL PLANNING CorpPassive
Some overlap · 4 shared positions
$PLTR$VRT$CRWD$GLW
$90M
545 positions
#19Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$CRWD$GLW
$238M
149 positions
#20Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$NEE$GD$CCJ
$343M
73 positions
#21Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$NEE$PLTR$CRWD
$405M
118 positions
#22MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 4 shared positions
$PLTR$IAU$CRWD$Q
$466M
250 positions
#23Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$IAU$VRT
$490M
134 positions
#24Prospera Capital Management, LLCActive
Some overlap · 3 shared positions
$PLTR$IAU$NEE
$320M
63 positions
#25Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$CRWD$GLW
$234M
81 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.