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Hedge Funds Similar to WEALTH ENHANCEMENT ADVISORY SERVICES

13F Portfolio OverlapQ2 2026WEALTH ENHANCEMENT ADVISORY SERVICES portfolio →
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Most similar hedge funds by 13F overlap

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC is an institutional investor managing $59.8B across 4,137 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 ENHANCEMENT ADVISORY SERVICES are Avantax Planning Partners, Hamrick Investment Counsel, SHUFRO ROSE, with shared positions in $ALPS, $AMGN, $LMT, $VZ, $PEP, $GLW. The full ranking of 25 similar funds is below.

#1Avantax Planning Partners, Inc.Active
Some overlap · 5 shared positions
$ALPS$AMGN$LMT$VZ$PEP
$4.0B
454 positions
#2Hamrick Investment Counsel, llcPassive
Some overlap · 4 shared positions
$ALPS$AMGN$LMT$VZ
$151M
184 positions
#3SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$ALPS$GLW$AMGN$PEP
$1.7B
315 positions
#4Lineweaver Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$GLW$AMGN
$845M
182 positions
#5Stonehearth Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$LMT$VZ
$293M
94 positions
#6ADAPT WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$ALPS$GLW$PEP
$306M
94 positions
#7CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ALPS$AMGN$LMT
$338M
143 positions
#8Blue Line Capital, LLC / ILPassive
Some overlap · 3 shared positions
$ALPS$SNDK$AMGN
$120M
92 positions
#9THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.Passive
Some overlap · 3 shared positions
$ALPS$GLW$LMT
$275M
1,236 positions
#10Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$ALPS$TJX$GLW
$475M
154 positions
#11Capstone Wealth Management Group LLC
Slight overlap · 5 shared positions
$ALPS$GLW$LMT$VZ$PEP
$163M
123 positions
#12ST GERMAIN D J CO INCPassive
Slight overlap · 5 shared positions
$CB$TJX$GLW$AMGN$VZ
$2.8B
914 positions
#13TRUST CO OF VIRGINIA /VAPassive
Slight overlap · 5 shared positions
$CB$TJX$GLW$AMGN$PEP
$1.3B
226 positions
#14Stillwater Wealth Management Group
Slight overlap · 5 shared positions
$CB$TJX$AMGN$LMT$VZ
$162M
77 positions
#15BENEDICT FINANCIAL ADVISORS INCPassive
Slight overlap · 5 shared positions
$CB$GLW$AMGN$LMT$VZ
$515M
142 positions
#16Boit C F DavidPassive
Slight overlap · 5 shared positions
$CB$GLW$AMGN$LMT$PEP
$238M
85 positions
#17Community Bank, N.A.Passive
Slight overlap · 5 shared positions
$CB$GLW$AMGN$VZ$PEP
$926M
530 positions
#18STANCE CAPITAL LLCPassive
Slight overlap · 5 shared positions
$TJX$SNDK$GLW$AMGN$PEP
$328M
340 positions
#19HAMEL ASSOCIATES, INC.Passive
Slight overlap · 5 shared positions
$CB$AMGN$LMT$VZ$PEP
$363M
92 positions
#20Crescent Sterling, Ltd.Passive
Slight overlap · 5 shared positions
$CB$AMGN$LMT$VZ$PEP
$112M
85 positions
#21OLD POINT TRUST & FINANCIAL SERVICES N APassive
Slight overlap · 5 shared positions
$CB$AMGN$LMT$VZ$PEP
$329M
323 positions
#22STIFEL FINANCIAL CORPPassive
Slight overlap · 5 shared positions
$GLW$TJX$AMGN$LMT$PEP
$120.2B
3,702 positions
#23Carlton Hofferkamp & Jenks Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$TJX$AMGN$LMT$VZ$PEP
$310M
144 positions
#24CHARLES SCHWAB INVESTMENT MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$SNDK$AMGN$LMT$VZ$PEP
$751.3B
3,439 positions
#25Carolina Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$SNDK$AMGN$LMT$VZ$PEP
$255M
278 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.