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Hedge Funds Similar to Wealth Advisory Team

13F Portfolio OverlapQ2 2026Wealth Advisory Team portfolio →
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Most similar hedge funds by 13F overlap

Wealth Advisory Team LLC is an institutional investor managing $123M across 39 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 Wealth Advisory Team are Coston, McIsaac & Partners, Welch Group, Walsky Investment, with shared positions in $SO, $MCD, $NEE, $MUFG. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive
Notable overlap · 3 shared positions
$SO$MCD$NEE
$497M
948 positions
#2Welch Group, LLCPassive
Some overlap · 3 shared positions
$SO$NEE$MCD
$2.9B
326 positions
#3Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$SO$MCD$NEE
$108M
52 positions
#4Mayflower Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$NEE$SO
$1.2B
499 positions
#5Fairvoy Private Wealth, LLCPassive
Some overlap · 3 shared positions
$SO$MCD$NEE
$496M
210 positions
#6FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 3 shared positions
$NEE$MCD$SO
$1.7B
256 positions
#7First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$NEE$MCD$SO
$529M
75 positions
#8FARMERS TRUST CO
Some overlap · 3 shared positions
$MCD$NEE$SO
$637M
203 positions
#9MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 3 shared positions
$MCD$SO$NEE
$155M
437 positions
#10RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$SO$NEE$MCD
$1.1B
90 positions
#11Integras Partners LLCPassive
Some overlap · 3 shared positions
$MCD$NEE$SO
$181M
100 positions
#12OXFORD FINANCIAL GROUP, LTD. LLCActive
Some overlap · 3 shared positions
$MCD$MUFG$NEE
$2.0B
296 positions
#13Core Alternative CapitalPassive
Some overlap · 3 shared positions
$SO$NEE$MCD
$334M
201 positions
#14PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 3 shared positions
$MCD$NEE$SO
$227M
276 positions
#15Nicholson Wealth Management Group, LLCPassive
Some overlap · 3 shared positions
$SO$NEE$MCD
$170M
111 positions
#16Fingerlakes Wealth Management, Inc.Active
Some overlap · 3 shared positions
$NEE$MCD$MUFG
$186M
101 positions
#17Kuhn & Co Investment CounselPassive
Some overlap · 3 shared positions
$NEE$SO$MCD
$173M
149 positions
#18InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$NEE$MCD$MUFG
$207M
106 positions
#19WEST PACES ADVISORS INC.Active
Some overlap · 3 shared positions
$SO$NEE$MCD
$586M
692 positions
#20OMNI 360 Wealth, Inc.Active
Some overlap · 3 shared positions
$NEE$SO$MCD
$221M
140 positions
#21Empower Advisory Group, LLCActive
Some overlap · 3 shared positions
$MUFG$NEE$SO
$41.9B
532 positions
#22GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$SO$MCD$NEE
$170M
86 positions
#23RTD Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$MUFG$NEE$MCD
$914M
124 positions
#24BARON SILVER STEVENS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$NEE$SO$MCD
$791M
140 positions
#25CITY HOLDING COPassive
Some overlap · 3 shared positions
$NEE$SO$MCD
$898M
599 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.