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Hedge Funds Similar to USAdvisors Wealth

13F Portfolio OverlapQ3 2026USAdvisors Wealth portfolio →
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Most similar hedge funds by 13F overlap

USAdvisors Wealth Management, LLC is an institutional investor managing $351M across 148 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 USAdvisors Wealth are SilverOak Wealth, Leverty Financial Group, Great Waters Wealth, with shared positions in $MMM, $ECL, $MRVL, $SOLV, $DOV, $XEL. The full ranking of 25 similar funds is below.

#1SilverOak Wealth Management LLCActive
Some overlap · 5 shared positions
$MMM$ECL$MRVL$SOLV$DOV
$777M
126 positions
#2Leverty Financial Group, LLCSmart money
Some overlap · 4 shared positions
$MMM$ECL$SOLV$XEL
$549M
48 positions
#3Great Waters Wealth ManagementSmart money
Some overlap · 4 shared positions
$MMM$ECL$MDT$XEL
$1.1B
131 positions
#4Oribel Capital Management, LPPassive
Some overlap · 4 shared positions
$MMM$ECL$NOW$PLTR
$3.3B
143 positions
#5ASO GROUP LtdSmart money
Some overlap · 4 shared positions
$MMM$MDT$SOLV$CVS
$236M
56 positions
#6Clark & Stuart, IncPassive
Some overlap · 3 shared positions
$MMM$ECL$MDT
$162M
52 positions
#7Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$MMM$MDT$ECL$XEL
$122M
352 positions
#8RETIREMENT CAPITAL STRATEGIESActive
Some overlap · 3 shared positions
$MMM$SOLV$DOV
$288M
68 positions
#9HFM Investment Advisors, LLCActive
Some overlap · 3 shared positions
$MMM$SOLV$DOV
$285M
1,293 positions
#10Nicollet Investment Management, Inc.Active
Some overlap · 3 shared positions
$MMM$ECL$NOW
$336M
77 positions
#11Affiance Financial, LLCSmart money
Some overlap · 5 shared positions
$MMM$ECL$NOW$DOV$XEL
$701M
111 positions
#12LPWM LLCActive
Some overlap · 4 shared positions
$MMM$ECL$DOV$ENVX
$458M
101 positions
#13My Portfolio Guide, LLC
Some overlap · 4 shared positions
$OUNZ$SOFI$PLTR$CVS
$181M
166 positions
#14BayBridge Capital Group, LLCActive
Slight overlap · 3 shared positions
$MMM$MDT$PLTR
$190M
97 positions
#15KANAWHA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ECL$MMM$MDT
$1.6B
228 positions
#16Wealth Group LtdSmart money
Slight overlap · 4 shared positions
$MMM$MRVL$ECL$XEL
$540M
97 positions
#17J. Goldman & Co LPPassive
Slight overlap · 3 shared positions
$MMM$ECL$DOV
$3.9B
684 positions
#18LIFELONG WEALTH ADVISORS, INC.Smart money
Slight overlap · 3 shared positions
$MMM$MRVL$XEL
$432M
104 positions
#19Wealth Advisors of Tampa Bay, LLCPassive
Slight overlap · 3 shared positions
$MMM$MDT$NOW
$327M
94 positions
#20BROADWATER CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$ECL$MMM$CVS
$138M
208 positions
#21Kure Advisory, LLCActive
Slight overlap · 3 shared positions
$MMM$XEL$PLTR
$216M
62 positions
#22Freedom Financial Partners LLCActive
Slight overlap · 3 shared positions
$ECL$MMM$XEL
$305M
89 positions
#23Eagle Bluffs Wealth Management LLCActive
Slight overlap · 3 shared positions
$MMM$ECL$MRVL
$291M
85 positions
#24OVERSEA-CHINESE BANKING Corp LtdPassive
Slight overlap · 4 shared positions
$ECL$MRVL$NOW$PLTR
$4.7B
363 positions
#25Blue Line Capital, LLC / ILPassive
Slight overlap · 3 shared positions
$OUNZ$NOW$PLTR
$120M
92 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.